Job Ads - Proposal & RFP Writer and Analyst

RFP Analyst

WisdomTree

WisdomTree Asset Management is seeking an experienced RFP Analyst. Responsibilities include supporting sales efforts across the Firm by collaborating with the sales team and various stakeholders to manage the production and execution of RFPs/RFIs and other ad hoc client requests, writing and maintaining investment language used within client proposals, and serving as lead on assigned projects. This individual will also have responsibility for completing various consultant questionnaires as part of the due diligence process. The successful candidate will have experience or in-depth knowledge of the asset management industry. Relevant experience with institutional investors, as well as product knowledge relating to ETPs and ETFs, fixed income, equity and alternative asset classes would be distinct advantages.

Complete and coordinate high quality and accurate RFPs, RFIs, DDQs and consultant questionnaires
Assist with the development of RFP processes/guidelines and effectively manage timelines while meeting internal and external deadlines
Craft new and more complex RFP responses, as well as enhancing existing language
Coordinate RFP completion through ongoing communication, relationship development and teamwork with Sales team members and subject matter experts throughout the Firm; focusing on collaboration and driving toward strategic priorities
Ensure that the Qvidian RFP response database is up-to-date with the most recent RFP responses and data
Work effectively with various internal groups to process and obtain relevant information for questions
Manage content management database, processes, policies and procedures
Focus on continuous improvement and streamlining related to RFP language, process, consultant database content, AUM and personnel reporting, etc.
Assist on other projects as assigned

Desired Skills and Experience

Experience in the investment management industry, with a minimum 2 years of RFP or business writing experience
Bachelor’s degree in related field preferred or equivalent work experience
Superior writing and editorial abilities
Understanding of investment products (Knowledge of ETF structure is highly desired)
Knowledge of and experience with consultant database reporting
Excellent analytical and communication skills
Proven ability to apply judgment, creativity, and writing skills in developing and editing customized responses
Strong commitment to quality control with focus on data integrity and compliance
Ability to take ownership of a project and successfully manage it from start to finish
Positive, collegial approach and a high level of professionalism
Ability to work on multiple assignments and complete high-quality work against strict and competing deadlines dictated by clients, prospects, and consultants
Proficiency in MS Office (Word, Excel, PowerPoint)

Director , RFP’s and Proposals

Brighton Health Plan Solutions

At Brighton Health Plan Solutions (BHPS), we’re creating something new and different in health care, and we’d love for you to be part of it. Based in New York City, BHPS is a rapidly growing, entrepreneurial health care enablement company bringing tangible innovation to the health care delivery system. Under the Brighton Health Group portfolio with the support of a premier investor group led by Goldman Sachs, our 250-person team is committed to transforming how health care is accessed and delivered. We believe that cost, quality, and population health are optimized when people have long term relationships with their health care providers – and that’s why we’re creating new products that today do not exist anywhere in the New York/New Jersey market. With a growing labor business under the well-known MagnaCare brand, the launch of Create–a new marketplace of health systems focused on self-insured commercial health plan sponsors, and a successful Casualty business, we’re fiercely committed to positively impacting our partners.

Company Mission:

Transform the health plan experience – how health care is accessed and delivered – by bringing outstanding products and services to our partners.

Company Vision:

Redefine health care quality and value by aligning the incentives of our partners in powerful and unique ways.

About this Role:

This is a critical marketing and business development role to help acquire new business and retain valuable clients. The Director of RFPs and Proposals will support Marketing and Sales on custom pursuits during a transformative time not only for the company, but also for the health care industry at-large. We’re looking for an assertive, growth focused, independent leader who thrives in an entrepreneurial environment and is willing to roll up their sleeves to get the work done. This self-starter will be a superb writer, have a take-charge attitude, and be at-ease with aggressive deadlines and partnering with various business partners to assemble and complete RFPIs/RFPs and finalist decks. In this role, you will have deep exposure to all departments as well as senior management across our growing Company, and will be part of an innovative team that’s as creative and nimble as they come. Health plan professionals and benefits consultants are encouraged to apply. This position is based out of our NYC headquarters and reports to the Vice President of Marketing.

Primary Responsibilities:

Plan, organize, and implement custom pursuit strategy, messaging, and themes in collaboration with Marketing and Sales to help win new business
Coordinate and project manage complex RFI/RFP responses, organizing responsibilities and timelines for all deliverables
Write compelling content for RFIs/RFPs and custom client proposals that address customer requirements, and showcase our company and product value proposition, branding, and technical product content
Gather and synthesize market intelligence and customer insights to inform pitches and proposals
Partnering with key stakeholders, oversee assembly of RFI/RFPs and proposal presentations, including exhibits, attachments, and appendices
Develop and maintain an accurate standard response and insights library to ensure quality and consistency of all documents and supporting materials
Facilitate reviews with key content contributors and incorporate new information and improvements to content
Work with the creative team to format custom presentations, and to create compelling visuals
Develop and exhibit thorough knowledge of our products and services, value proposition, positioning, and competitive differentiation
Turn complex information into easy-to-understand, persuasive and on-brand sales content
Support other business development needs as identified

Essential Qualifications:

7+ years of health plan/insurance or benefits consulting experience
3+ years managing or supporting proposal writing/RFP function
Deep insight into employer sponsored health plan/insurance market
Excellent business writing and copyediting skills
Strong research and fact-finding skills
Self-starter with a proven track record of strong project management
Strong leadership, strategic thinking, analytical and organizational skills
Highly Proficient in MS Office – Word, PowerPoint, Excel
Successful track record of working with senior management and sales teams
Quick thinker with superior attention to detail, quality and deadlines
Please submit work samples with your application.

Marketing – RFP Specialists – 2 Positions – Junior and Senior Level

*Prestigious expanding midtown asset manager seeks 2 individuals to join it’s growing firm.
The junior level person should have 1-3 years of experience and the senior person should have 4-6 years of experience

Ideal candidate possesses:

Excellent writing skills
An eye for editing and proofreading.
A persuasive writing style.
A solid understanding of the theory and practice of investing.
Some knowledge of an asset management firm’s operations.
Skill in explaining complex and technical material clearly, concisely, and logically.
An ability to work comfortably with high output and tight deadlines.
Good interpersonal skills.
Ability to work independently as well as in a team environment.
Excellent organizational, time and project management skills.
Exceptional attention to detail to produce highly accurate work
BA in English, business communications, journalism, or marketing.
Good knowledge of Microsoft word, excel, and powerpoint.
Experience with commercial RFP proposal software a plus

Job Responsibilities

Creating and editing responses to RFP & DDQ questions, including data, for Company Strategies.
Reviewing RFP/DDQ/RFI responses for consistency, clarity, accuracy, appropriateness, and persuasiveness.
Supervising the maintenance of the content library.
Managing workflow/pipeline.
Managing assembly, review, approval, and production (soft or hard copy) for all RFPs.
Setting and maintaining quality control and service level standards.
Collaborating effectively with subject matter experts to answer or update new or standard responses, including setting appropriate deadlines.
Presenting high quality product for management review (i.e., requiring minimal editing).
Recommending and implementing group efficiencies.

RFP/DDQ Writer

Guidepoint Global

The Legal & Compliance team is at the heart of Guidepoint’s services. Providing clients and Advisors in our network peace of mind, our team works rigorously to ensure all compliance needs are met from all angles of project interaction. As a DDQ/RFP Writer, you will have the opportunity to work in direct partnership with the Chief Compliance Officer and the Legal team to manage the completion of prospect and client questionnaires to ensure the delivery of high-quality, compelling, engaging and consistent submissions. Come and work with us to assist in securing a seamless exchange of information globally ensuring that all inquiry responses are handled accurately and timely.

WHAT YOU’LL DO

Respond to client requests for proposal (RFP), requests for information (RFI), due diligence questionnaires (DDQ) and other client reporting requests
Collaborate with a variety of subject matter experts within the firm to produce high quality responses to questionnaires
Draft and review RFP/DDQ/RFI responses for consistency, clarity, accuracy, appropriateness, and tone
Present high-quality product for management review (i.e., requiring minimal editing)
Ad hoc projects as needed

WHAT YOU HAVE

Bachelor’s degree
Previous work experience with DDQ, RFP, RFI and/or strong writing experience, with a keen eye on editing, proofing and positioning
Proven project management and process skills
Outstanding skills in organization, prioritization and time management
The motivation to be a self-starter, multi-task and prioritize effectively
Ability to develop and maintain strong working relationships within the Legal/Compliance team and with internal clients; good interpersonal skills; goal-oriented

ABOUT GUIDEPOINT:

Guidepoint, a leading expert network firm, connects clients with vetted subject matter experts—Advisors—from their global professional network. Guidepoint clients leverage the insights and perspectives shared by Advisors to stay informed and make better business decisions. Its slate of services, including phone consultations, surveys, events and proprietary data insights products, help professionals gain comprehensive understanding of a topic before making strategic or investment decisions. Guidepoint’s multinational client list includes 9 of the top 10 consulting firms and some of the largest hedge funds, private equity firms and Fortune-ranked public companies. For more information, visit www.guidepoint.com.

RFP Specialist – TD Wealth Institutional Sales

TD Bank

Work with Institutional Relationship Managers and Investment Advisors to develop proposals and related presentation materials
Meet proposal deadlines by establishing priorities and target dates for information gathering, writing, review, and approval
Enter and monitor tracking data, coordinate requirements with contributors, provide proposal status information at review meetings
Maintain a database of compliance reviewed responses
Gather proposal materials by identifying sources of information
Develop answers for new questions put forth in RFP questionnaires
Prepare quarterly statistics detailing the scale of both the TDPCW and TD Wealth offerings in a format that is easily understandable by prospective clients
Assist in the development and maintenance of a client reference list
Work with the products team to establish a database on costs for inclusion in answers to proposals
Coordinate with compliance to obtain approval for final proposal submission
Evaluate text and graphics
Print, bind, and arrange for delivery of final proposal submissions

Job Requirements

• Sense of urgency with high attention to detail

Ability to multi-task
Graphic design skills
Knowledge of Microsoft Word, Excel, Power point and Adobe Pro

Qualifications

Bachelor’s degree or progressive work experience in addition to experience below
2-4 Years of related experience
Proven project management skills
Demonstrated ability to gather information and recommend solutions
Strong process improvement skills, including the ability to evaluate procedures and recommend improvements
Excellent communication skills