Who are we looking for?

We are seeking a highly skilled and motivated writer to join our team focused on requests for proposals (RFPs), requests for information (RFIs), due diligence questionnaires (DDQs), and other projects, as needed. In this role, you will write, develop, and manage high-quality and insightful content on the firm’s products and services, including responses to questions, cover letters, executive summaries, and any additional content creation, as needed. 

This role will lead the development and execution of strategic responses to RFPs from prospective clients. The RFP specialist will strive to ensure that all deliverables are complete, accurate, and compliant to provide a high standard of service and the best opportunity to bring in new business. The ideal candidate will have a strong background in financial services, exceptional writing and communication skills, and a proven track record of success in crafting compelling RFP content.

What will you be doing?

• Manage and write persuasive content for institutional RFPs, RFIs, and DDQs for Vestwell products - responses include both qualitative and quantitative information.
• Articulate the Vestwell value proposition and brand and translate technical responses into easy-to-understand messaging.
• Write persuasively and tell the Vestwell story with consistent tone, writing style, and voice.
• 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 can clearly articulate our offerings, solutions, and value and ensure every response is the best version of itself.
• Manage multiple projects simultaneously, prioritizing tasks and resources to maximize efficiency and effectiveness.

Requirements

• Bachelor’s degree in creative writing, communications, journalism, English, finance, business, or a related field; MBA or advanced degree preferred.
• 5-7+ years of relevant experience, preferably including copywriting, content creation, and 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 committed to accuracy and quality in all aspects of work.
• Strong project management and time management skills.
• High attention to detail, with the ability to craft a compelling narrative.
• Superior written and verbal communication skills.
• Knowledge of fintech industry trends, products, and services is a plus.
• Experience with proposal automation software (Qvidian, Responsive, Ombud) preferred.
• Strong working knowledge of Microsoft Office Suite software and Google Suite.

The expected salary range for this position is $70K - $90K. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.