PricewaterhouseCoopers

Trust Proposal Manager

PricewaterhouseCoopers

Los Angeles, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to PricewaterhouseCoopers - a global leader in professional services and a trusted name in the business world. We are currently seeking a skilled and motivated Trust Proposal Manager to join our team and help us continue to build strong relationships with our clients.As a Trust Proposal Manager, you will play a crucial role in ensuring the success of our trust and estate planning services. Your attention to detail, strong communication skills, and ability to manage multiple projects will be essential in developing and delivering winning proposals to our clients.If you have a proven track record in proposal management and are passionate about helping clients protect and manage their assets, we invite you to apply for this exciting opportunity. Join us and be a part of a dynamic team that is dedicated to delivering exceptional results for our clients.

  1. Develop and deliver winning proposals for trust and estate planning services to clients.
  2. Collaborate with various teams and departments to gather information and create comprehensive proposals.
  3. Conduct thorough research and analysis to understand client needs and tailor proposals accordingly.
  4. Manage multiple projects simultaneously and prioritize tasks to meet deadlines.
  5. Ensure all proposals are accurate, compliant, and adhere to company standards.
  6. Communicate effectively with clients to understand their requirements and address any concerns or questions.
  7. Coordinate with subject matter experts to gather necessary information and incorporate it into proposals.
  8. Continuously monitor and track proposal progress, making necessary updates and adjustments as needed.
  9. Collaborate with the marketing team to create visually appealing and persuasive proposals.
  10. Maintain a strong understanding of the company's trust and estate planning services, as well as industry trends and best practices.
  11. Act as a liaison between clients and internal teams to ensure smooth and successful proposal submissions.
  12. Participate in proposal presentations and meetings with clients, showcasing the benefits and value of our services.
  13. Identify and implement strategies to improve the proposal development process.
  14. Provide support and guidance to junior team members as needed.
  15. Uphold the company's values and reputation by maintaining a high level of professionalism and integrity in all interactions.
Where is this job?
This job is located at Los Angeles, CA, USA
Job Qualifications
  • Bachelor's Degree In Business Administration, Finance, Or A Related Field.

  • Minimum Of 5 Years Of Experience In Proposal Management Or A Related Role, Preferably In A Professional Services Firm.

  • Strong Understanding Of The Trust Industry And Relevant Regulatory Requirements.

  • Excellent Project Management Skills, With The Ability To Prioritize And Manage Multiple Proposals Simultaneously.

  • Exceptional Written And Verbal Communication Skills, With The Ability To Effectively Present Complex Information To Various Stakeholders.

Required Skills
  • Communication Skills

  • Project Management

  • Market Research

  • Time Management

  • Team Management

  • Business Development

  • Negotiation

  • Budget management

  • Proposal Writing

  • Strategic Thinking

  • Client Relationship

  • Proposal Coordination

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Trust Proposal Manager in Los Angeles, CA, USA is between $90,000 and $120,000 per year. This salary range can vary based on factors such as experience, education, and the specific company or organization. Benefits and bonuses may also be included in a Trust Proposal Manager's compensation package.

Additional Information
PricewaterhouseCoopers is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMay 16th, 2024
Apply BeforeApril 11th, 2026
This job posting is from a verified source. 
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About PricewaterhouseCoopers

PricewaterhouseCoopers is a multinational professional services network with headquarters in London, United Kingdom. PwC ranks as the second largest professional services firm in the world and is one of the Big Four auditors, along with Deloitte, EY and KPMG.

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