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Job Details

Sales Resource Writer II

Company name
The M&T Bank

Baltimore, MD

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Sales Resource Writer II','3DFUP','!*!Sales Resource Writer II

Baltimore, MD


The WISD Sales Resources Writer II is responsible for responding to request for proposals (RFPs), due diligence questionnaires (DDQs), presentations and developing other sales support materials to generate new business and retain clients across all business lines of the Wealth and Institutional Services Division (WISD), including Wealth Advisory Services, Global Capital Markets, M&T Securities and M&T Insurance Agency in the areas of Investment Management, Employee Benefits, Trust and Custody services.


Interact with sales teams, relationship managers, investment advisors, product managers, performance team, subject matter experts, senior management to develop winning proposals and presentations

Interact with legal & compliance to ensure that proposals and presentations are fully compliant with all related laws and regulations

Interact with marketing to ensure consistent messaging and brand delivery across WISD

Maintain ownership of all assigned projects through sales cycle

Ensure the content library includes all relevant questions/answers and the answers are up to date and accurate

Ensure internal reporting is complete and accurate for deal flow

Work with subject matter experts to enhance existing content and create new content when changes occur in offerings

Utilize internal and external systems to research new business opportunities

May be involved in projects related to strategic initiatives of the Firm

May have supervisory responsibility

Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite; design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis; identify risk-related issues needing escalation to management

Promote an environment that supports diversity and reflects the M&T Bank brand

Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable

Complete other related duties as assigned


The WISD Sales Resources Writer II is responsible for supporting WISD business units in new business development, as well as client retention by responding to request for proposals (RFPs), due diligence questionnaires (DDQs), presentations and developing other sales support materials.


May have supervisory role for lower level positions on the Sales Resource Team (WISD Sales Resources Writer I)


Bachelor’s degree and three years of relevant experience, or in lieu of degree, seven years of relevant experience

High quality standards, meticulous attention to detail, ability to multi-task and strict adherence to deadlines

Proposal writing experience preferred

Superior communication skills, both written and oral

Proficiency with Microsoft Office suite

Highly flexible and adaptive to change

Some exposure to financial services, banking or investment management

Ability to work well in a team-oriented environment

Self-starter with ability to recognize and implement new initiatives when needed

Demonstrated ability to create presentations and other sales proposal materials that pointedly respond to identified client needs


A solid understanding of investment management products and services

Solid writing skills, including editing and proof reading abilities

Excellent verbal communication skills

Excellent project and time management skills

Strong interpersonal skills and ability to interact professionally with all levels of management

Ability to work effectively in a deadline driven environment

Proposal writing experience

Financial services background

Excellent PC skills, with proficiency in software programs utilized by the department (Word, Excel, PowerPoint, Adobe plus any noted industry software)


N/A','Maryland-Baltimore-25 South Charles Street','','Investments / Trust','Full-time','Nov 21, 2017','Ongoing','','false','Sales Resource Writer II

Company info

The M&T Bank
Website :

Company Profile
Times like these call for a financial services partner that has stood the test of time. Established in 1856 as Manufacturers and Traders Bank, today we’re the M&T Bank Corporation, one of the 20 largest US headquartered commercial bank holding companies, with current assets of $97.1 billion (as of June 30, 2015) and more than 650 branches, account access at over 1,500 M&T Bank ATMs and more than 15,000 employees throughout New York, Maryland, Pennsylvania, Washington, D.C., Virginia, West Virginia, New Jersey, Florida, Delaware and Toronto, Canada (Deposits with M&T are not insured by the Canada Deposit Insurance Corporation (CDIC)).

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