Workplace Solutions

Responsibilities

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RFP and Proposal Writing: Develop and write of Request for Proposals (RFPs) and other sales-related documents. Ensure all proposals are tailored to meet client needs and highlight the unique value propositions of Morgan Workplace Solutions. RFP Library and Technology Management: Maintain and update the RFP library, ensuring all documents are organized, accessible, and current. Leverage our proprietary AI-driven technology to enhance the RFP process, including the use of proposal management software and tools to track and manage submissions. Collaboration with Sales Team: Work closely with the sales team to develop presentations and pitches that effectivelymunicate our solutions and services. Provide strategic input and support to enhance the impact of sales presentations. Content Development: Create and maintain a library of sales enablement materials, including templates, case studies, and product information. Ensure all content is up-to-date, accurate, and aligned with our brand messaging. Process Improvement: Continuously evaluate and improve the RFP and proposal development process to increase efficiency and effectiveness. Implement best practices and tools to streamline workflows and enhance collaboration. Cross-Functional Collaboration: Partner with internal teams, including marketing, product, and client services, to gather information and insights needed for proposal development. Ensure alignment and consistency across all sales materials. Qualifications:
Bachelor's degree in Business, Marketing,munications, or a related field. Proven experience in RFP and proposal writing, preferably within the financial services or technology industry. Strong attention to detail and ability to manage multiple projects simultaneously. Excellent written and verbalmunication skills. Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel) and familiarity with proposal management software. Ability to work collaboratively in a fast-paced, deadline-driven environment. Strong organizational and project management skills. About Us

Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations,ernments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at ourpany. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable amodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an amodation.

About the Team

Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Job ID 300071650979687

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