Wealth Management RFP and Proposition SME
My consultancy client are looking for a Wealth Management Subject Matter Expert who combines strong industry knowledge with the ability to create compelling, differentiated RFP responses and propositions. You''ll work across their Wealth andamp; Asset Management business, partnering with senior stakeholders, subject matter experts and pursuit teams to understand client needs, shape our story and turn their capabilities into clear, persuasive responses. This is a role for someone who understands the Wealth Management market, its clients and evolving priorities, and can bring structure and commercial thinking to complex opportunities. You''ll know how to turn a good response into a winning one and use approved AI tools and AI-enabled workflows where appropriate to accelerate research, synthesis and content development, while maintaining human judgement, quality control and responsible AI guardrails. You will lead and shape high-quality RFPs, RFIs and strategic proposals across Wealth Management, creating clear, differentiated responses that position them to win and translate complex client requirements into compelling propositions, bringing together their Wealth Management expertise, capabilities, credentials and points of differentiation. Partner with senior stakeholders, SMEs and pursuit teams to develop win themes, challenge content and ensure every response directly addresses the client''s priorities. Own the quality and consistency of submissions from initial ..... full job details .....
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