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Full-Time

Senior RFP Writer

Confirmed live in the last 24 hours

Vestwell

Vestwell

201-500 employees

Digital platform for modern retirement plans

Fintech
Financial Services

Compensation Overview

$70k - $100kAnnually

Senior

Austin, TX, USA + 2 more

Category
Creative Writing
Content & Writing
Copywriting
Required Skills
Communications
Journalism
Marketing
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.
Responsibilities
  • 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.
  • Create and maintain a library of RFP content, including executive summaries, cover letters, templates, and best practices to streamline future response efforts.
  • Establish and maintain regular content review cycles to refresh/rewrite existing content, including updating external databases.
  • Manage multiple projects simultaneously, prioritizing tasks and resources to maximize efficiency and effectiveness.

Vestwell modernizes retirement plans for businesses and their employees through a digital platform that simplifies plan management. Employers benefit from fast onboarding, vendor oversight, and fiduciary investment management services, which reduce administrative burdens and liability. Employees can customize their investment options and easily monitor their plans using a user-friendly interface. Vestwell's goal is to leverage technology to transform retirement planning by providing a comprehensive suite of services with transparent pricing.

Company Stage

Series D

Total Funding

$289.9M

Headquarters

New York City, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

13%

1 year growth

28%

2 year growth

58%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $125 million Series D funding round, led by Lightspeed, provides significant capital for expansion and innovation.
  • Vestwell's collaboration with Netchex and Alera Group demonstrates its ability to form strategic partnerships that can drive growth and market penetration.
  • The platform's user-friendly interface and customizable investment options make it attractive to a wide range of clients, from small businesses to large enterprises.

What critics are saying

  • The competitive landscape in fintech and retirement planning is intense, with numerous players vying for market share.
  • Regulatory changes in the financial services industry could impact Vestwell's operations and require costly adjustments.

What makes Vestwell unique

  • Vestwell's focus on modernizing retirement plans through a comprehensive digital platform sets it apart from traditional financial service providers.
  • The company's integrated approach, offering everything from onboarding to compliance under one roof, simplifies the retirement planning process for both employers and employees.
  • Partnerships with companies like Netchex and Alera Group enhance Vestwell's reach and credibility in the market.