Senior RFP Writer

Job Description

• Manage and write institutional RFPs, RFIs and DDQs for all of Vestwell’s products - responses include both qualitative and quantitative information • Contribute to team-wide initiatives to improve processes and create efficiencies • Complete ad-hoc and consultant questionnaire requests in an accurate and timely manner • Collaborate cross-functionally (product, sales, marketing, legal, etc) within Vestwell to ensure we our able to clearly articulate our offerings and solutions and ensure every response is the best version of itself • Create and maintain a library of RFP content, templates, and best practices to streamline future response efforts. • Manage multiple RFPs simultaneously, prioritizing tasks and resources to maximize efficiency and effectiveness.

Qualifications

• Bachelor's degree in finance, business, or a related field; MBA or advanced degree preferred. • 5-7+ years of relevant experience, preferably including new business proposal (RFP) writing for financial services and technology platforms. • Excellent interpersonal and communication skills, with the ability to effectively collaborate with cross-functional teams and influence stakeholders at all levels. • Detail-oriented mindset with a commitment to accuracy and quality in all aspects of work. • Knowledge of fintech industry trends, products, and services is a plus. • Strong project management and time management skills; high attention to detail, with ability to craft a compelling narrative. • Superior written and verbal communication skills. • Strong working knowledge of Microsoft Office Suite software.

Benefits

• Competitive salary • Hybrid work environment • Expected salary range $90K - $100K • Benefits based on NY and similar metro areas