The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.

Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you

Proposal Manager

We are looking for a Proposal Manager to join the global Proposal Management Team, reporting directly to the Head of Proposal Management in the UK. The successful candidate will be joining a global team that delivers professional and client-centric proposals and presentations for strategic or high-value opportunities. The vision of the Proposal Management Team is to provide resources, tools, and quality responses, helping deliver high-quality proposals efficiently and faster, whilst being a Centre of Excellence for proposal management.

Key Responsibilities

Collaborate with sales to ensure proposals/presentations are tailored to the client’s culture, values, language, strategy, and requirements.
Managing the global deal team using project management disciplines to ensure quality responses for proposals are delivered in line with the global proposal process.
Cross-functional collaboration with deal teams to manage the timely completion of deliverables within the agreed client deadline.
Join client-facing scoping calls/discussions to help fully understand client requirements.
Leveraging knowledge and insights gained from proposals and presentations to optimise the value creation generated by the global Proposal Management Team.
Sharing feedback from the deal team with the Head of Proposal Management, helping generate ideas to further enhance business and/or sales processes.
Responsible for ongoing enrichment of responses in the global proposal library and enhancing the professional output of proposals and presentations.
Regular knowledge enhancement of products and services within the Apex Group and understanding of commercial trends.
Contributions to the ongoing improvement of the global Proposal Management Team, reinforcing the global centre of excellence for proposal management.

Skills Required

1-3 years industry experience in a proposal management role or similar function within the financial services sector.
Knowledge of various fund structures i.e. open-ended and closed-ended
Ability to work under pressure and manage multiple workstreams.
Strong attention to detail and ability to manage multiple tasks.
Good interpersonal and written communication skills and writing skills would be beneficial.
English speaker and additional languages would be beneficial.
Planning and organization skills, including certification that would be beneficial i.e. PRINCE 2, and APMP.
Proficient in MS Office Suite (MS Word, Excel, PowerPoint).
Experience of using proposal software (Responsive, Qvidian).
Experienced in creating presentations to a high standard using MS PowerPoint would be beneficial.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

About Apex Group

We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.

We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate.

We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster.

Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster.

The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.

Find out more about us

Proposal Manager