Onsite Senior Proposal Writer

Posted 6 hours ago

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About the role

  • 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
  • Health, dental, vision, life, disability insurance
  • Paid-time off
  • Comprehensive Total Rewards Program

Job title

Senior Proposal Writer

Job type

Experience level

Senior

Salary

$55,000 - $104,500 per year

Degree requirement

Bachelor's Degree

Location requirements

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