Senior Proposal Writer
Vestmark is searching for a talented, creative individual with a passion for writing to join our Sales Team as a Proposal Writer. The Proposal Writer will partner with our Sales Executives to deliver an exceptional client experience by creating world-class RFP/RFI responses and professionally polished sales proposals. In this role, you will drive development of these documents by working with subject matter experts across the organization to create a compelling document that differentiates Vestmark’s solutions.
Responsibilities:
- Develop RFP and proposal responses that continually highlight Vestmark’s strategic advantages of scalability, flexibility and innovation in the Wealth Management market space
- Analyze RFP requirements to assist the sales team to develop a response strategy and ensure that sales contributors follow outlined processes
- Prepare proposals by determining concept; gathering and formatting information, inputting proper corporate branding elements, writing drafts, and obtaining approvals
- Ensure RFPs/proposal content follow Vestmark’s messaging and branding standards
- Manage project deadlines by establishing priorities and target dates for information gathering which include; writing, reviewing, approvals, entering and monitoring data, coordinating requirements with contributors, providing status updates in review meetings and transmitting proposals
- Leverage and update our proposal automation system to ensure the highest quality output is achieved for each response
Qualifications:
- 5+ years of experience writing proposals
- Exceptional written communication and editing skills
- Solid project management skills
- Strong presentation skills
- Proficiency with Microsoft Word, PowerPoint and Excel, and Salesforce
- Understanding of the Wealth Management Industry to effectively position our solutions
Key Attributes:
- Ability to multitask and manage priorities
- Positive attitude and energy
- Highly collaborative team player
Education:
- BS/BA degree in Business Management, Marketing, Communications, or Journalism