Apply on Employer Site

BNY · 1 hour ago

Senior Vice President, Deal Management

Lake Mary, FL

Full-time

Onsite

Senior Level, Lead/Staff

$102K/yr - $170K/yr

8+ years exp

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Senior Vice President for the Wealth Services Platform RFP team will be responsible for managing end-to-end RFP processes, ensuring accurate and compliant responses, and leveraging AI-driven tools to enhance efficiency.

Financial Services

Responsibilities

Responsible for end to end RFP design and development

Define and execute the overall RFP strategy aligned with business growth objectives

Partner with senior business leaders, product teams, and client relationship managers to position the firm competitively in RFP responses

Oversee the end-to-end RFP lifecycle: intake, analysis, response development, quality review, submission, and post-mortem feedback

Ensure responses are accurate, compliant, and differentiated, reflecting the firm’s strengths in wealth and financial services

Maintain a centralized knowledge base and content library for efficient and consistent RFP production

Own and manage RFPs for top opportunities, personally leading process and quality assurance for BAU RFPs as a player/coach

Implement and leverage AI-driven RFP automation tools (e.g., RFPIO, Loopio, or custom AI solutions) to increase efficiency and accuracy

Explore opportunities to improve generative AI and natural language processing for drafting, content tagging, and knowledge management

Collaborate with AI Hub and innovation teams to integrate AI, data analytics, and workflow automation into the RFP process

Act as a strategic advisor to business development and client coverage teams on proposal positioning

Partner with subject matter experts (investment, operations, compliance, and technology) to ensure responses are aligned with client needs

Represent the RFP team in senior leadership meetings and cross-functional committees

Establish KPIs and reporting to measure RFP success rates, turnaround times, and client feedback

Continuously improve processes, templates, and content management through technology and best practices

Ensure compliance with regulatory, legal, and brand standards

Qualification

RFP managementWealth management productsAI/ML applicationsStakeholder managementProject managementResilienceCommunication skillsLeadership abilitiesAttention to detailCollaboration