RFP Sales Writer - Institutional Advisors
$57,000–$87,000 year
Hybrid · Seattle, Washington, United States or Albany, New York, United States
Job Summary
Create, edit, and publish RFP responses, new business and/or product presentations, pitch books, and collateral materials to support the Institutional Advisor team; independently produce final RFP responses (copying, binding, and shipping); research and verify content accuracy; support internal/external wholesaling activities and client-experience initiatives; collaborate with Segment and Field Sales Professionals and other personnel; provide editing, publishing, and graphic design to ensure professional proposals; maintain an organized repository of RFP responses; track production workflows; contribute to and coordinate event planning for institutional services.
Required Qualifications
- Minimum of two years’ experience in supporting and enabling business, commercial, or institutional investment sales teams.
- Microsoft Office skills, especially Access, PowerPoint, Word, and Excel.
- Strong written and oral communication skills with the ability to articulate the department vision, strategy, and expectations.
- Ability to manage multiple projects simultaneously with strict adherence to deadlines and competing priorities.
- Proven editing, graphics and production of print and related media.
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