Collaborate with Sales partners to produce complex, high quality proposals
Manage overall project requirements and milestones
Communicate proactively and coordinate internal strategy meetings
Outsource questions, format documents, create compliance-approved custom content, and provide document quality review
Oversee project milestones and ensure output is consistent with all required proposal standards and business objectives
Coordinate final document distribution and ensure external deliverables are met
Train and mentor team members, and serve as a resource for market-specific support
Clearly articulate challenges through verbal and written communication
Collaborate with business partners to deliver consistent messaging in the marketplace
Assist with internal content library maintenance
Update internal tracking systems for real time reporting purposes
Lead and serve as a key contributor on cross-functional projects and process enhancements

Bachelor's degree in a related field or an equivalent combination of education and work experience
Understanding of investment and retirement terminology desirable but not mandatory
Excellent interpersonal, project management, and organizational skills
Demonstrated ability to work well under pressure with attention to detail
Ability to think critically and draw from several resources to create simple, unified, persuasive output
Build productive internal/external working relationships
Proficiency with MS Office, PowerPoint, Adobe Acrobat, and Qvidian
2-6 years of experience in RFP/ pre-sales

Senior Writer, Marketing RFP

Key skills