Proposal Writer/Senior Proposal Writer supporting business development and retention in US Asset Management. Expanding knowledge of investments while collaborating with Sales and Consultant Relations teams.
Responsibilities
Serve as a project manager for assigned questionnaires and proposals, completing to a high-quality standard within guidelines and by deadline
Work to deadlines to gather information from multiple sources across the firm and collaborate with subject matter experts and sales representatives
Adjust standard proposal verbiage to address a specific question or appeal to a particular audience
Draft new content as needed and edit verbiage provided by subject matter experts or sales representatives for clarity, narrative consistency, and writing mechanics
Ensure firm brand standards, applicable regulations/laws, and grammar conventions are met
Identify and become responsible within the RFP team for an area of content, owning the team’s working relationships with related subject matter experts and capability specialists
Participate in quality control process for the team as a senior proposal content editor and proofreader
Assist the team in maintaining the content library within RocketDocs
Proactively support teammates and partners as a subject matter expert as needed
Support process improvement projects and other responsibilities as assigned
Requirements
Experience writing detailed business proposals or procedures and managing project based work
3+ years of proposal writing experience within an investment or wealth management firm
Exceptional English language skills in editing, writing, and both written and verbal communications
Strong project management and stakeholder management
Ability to work in a collaborative, team-oriented environment
Financial services industry experience preferred
Pursuit of a CFA designation preferred
Fixed income and/or alternative asset proposal writing experience preferred.
Benefits
401(k) program with company-matching contributions
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