RFP Specialist
RFP Specialist
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Job Description
Vestwell is the financial technology company powering the new savings economy. The New York Citybased fintech platform redefines how people save for the critical aspects of life across retirement education and healthcare savings needs. Today Vestwell enables over 350000 businesses and nearly 1.5 Million active savers with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products including workplacedelivered retirement plans employeroffered student loan repayment benefits and various savings accounts for education emergencies and individuals with disabilities.
Vestwells platform serves a diverse clientele including financial advisers employers thirdparty administrators financial institutions payroll providers government agencies and individual savers. To learn more
Who are we looking for
We are seeking a highly skilled and motivated individual 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 highquality and insightful content on the firms 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 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 easytounderstand messaging.
- Write persuasively and tell the Vestwell story with consistent tone writing style and voice.
- Contribute to teamwide initiatives to improve processes and create efficiencies.
- Complete adhoc and consultant questionnaire requests in an accurate and timely manner.
- Collaborate crossfunctionally (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.
- Meet or exceed deadlines for delivering complete compelling accurate and informative proposals.
Requirements
- Bachelors degree in creative writing communications journalism English finance business or a related field; MBA or advanced degree preferred.
- 57 years of relevant RFx experience required including copywriting content creation and new business proposal (RFP) writing for financial services companies and technology platforms. Retirement experience preferred.
- Experience with proposal automation software (Qvidian Responsive Loopio) required.
- Excellent interpersonal and communication skills with the ability to effectively collaborate with crossfunctional teams and influence stakeholders at all levels.
- Detailoriented 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.
- Ability to gain a full understanding of assignments by asking clarifying questions taking direction and then working independently to complete the tasks within set timeframes.
- Superior written and verbal communication skills.
- Knowledge of fintech industry trends products and services preferred.
- Strong working knowledge of Microsoft Office Mac OS and Google Suite.
The expected salary range for this position is $70k$95k. 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.
OUR BENEFITS
Were a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy but all employees are welcome at our bright comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks! to work effectively remotely. Oh and naturally we have a great 401(k) plan!
OUR PROCESS
It starts the same for every candidate: getting to know the team members through 1 2 conversations about Vestwell your experience and your interests. Next steps can vary by role but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer a portfolio review for a Designer deeper experience call for other roles) which leads to a virtual or inperson interview panel after that if the screens go well. Before making an offer our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer.We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from any other domain not ending not our Recruitment team.
VestwellsPrivacy Policy.Attention California residents: In the course of conducting our business and complying with federal state and local government regulations governing such matters as employment tax insurance etc. we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:Vestwells California Privacy Rights Policy.
Required Experience:
Unclear Seniority
Employment Type
Grant
