Trust Proposal Manager

Welcome to PricewaterhouseCoopers, a leading global professional services firm committed to helping businesses navigate the complex landscape of today's market. We are currently seeking a skilled and dynamic Trust Proposal Manager to join our team and drive our proposal process to new heights. As a Trust Proposal Manager, you will play a critical role in the growth and success of our firm by managing the development and delivery of proposals for our Trust and Private Client Services practice. This role requires a strong understanding of trust and estate planning, as well as exceptional project management and communication skills. If you are a motivated and detail-oriented professional with a passion for delivering outstanding client service and driving business growth, we encourage you to apply for this exciting opportunity at PwC.

1. Develop and implement a comprehensive proposal strategy for the Trust and Private Client Services practice to support the growth and success of the firm.
2. Manage the end-to-end proposal process, including coordinating with practice leaders, partners, and subject matter experts to gather necessary information and content.
3. Create and maintain a library of proposal templates, standard language, and other resources to streamline the proposal development process.
4. Conduct thorough research and analysis to understand client needs and tailor proposals accordingly.
5. Collaborate with the marketing team to ensure consistent branding and messaging across all proposal materials.
6. Develop and maintain relationships with key stakeholders within the firm to ensure timely and accurate delivery of proposals.
7. Train and mentor junior team members on proposal best practices, including writing, design, and project management.
8. Review and edit proposal content to ensure accuracy, consistency, and alignment with firm standards.
9. Manage multiple proposals simultaneously and prioritize workload to meet tight deadlines.
10. Continuously monitor and analyze proposal success rates and make recommendations for improvement.
11. Stay updated on industry trends and best practices in trust and estate planning to inform proposal development.
12. Act as a subject matter expert on trust and estate planning during client presentations and meetings.
13. Cultivate strong relationships with clients and internal stakeholders to promote trust and confidence in the firm's proposal process.
14. Act as a liaison between the proposal team and other departments within the firm to facilitate effective communication and collaboration.
15. Adhere to all firm policies, procedures, and ethical standards while representing the firm in a professional manner.

According to JobzMall, the average salary range for a Trust Proposal Manager in Charlotte, NC, USA is $75,000-$100,000 per year. This may vary depending on the specific company, industry, and level of experience of the individual.

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.