Senior RFP Writer

Confirmed live in the last 24 hours



201-500 employees

Digital 401(k) recordkeeping and savings solutions



Austin, TX, USA + 2 more

Required Skills
  • 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 the ability to craft a compelling narrative.
  • Superior written and verbal communication skills.
  • Strong working knowledge of Microsoft Office Suite software.
  • 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.

Vestwell, a digital 401(k) recordkeeper, is an excellent workplace for individuals passionate about empowering small business retirement savings. With a modern API-based platform that offers extensive integrations, configurable solutions, and a commitment to fiduciary oversight, the company stands out in its field for both technology deployment and commitment to compliance. Employees can thrive in a technologically sophisticated environment that prioritizes innovation and effective service delivery in the financial sector.

Company Stage

Series D

Total Funding



New York, New York



Growth & Insights

6 month growth


1 year growth


2 year growth