RFP Sales Writer - Institutional Advisors

About the role

This position supports KPB’s Institutional Advisor team by producing client-facing materials and organizing sales support for Segment and Field sales professionals.

Responsibilities

• Create content, edit, and publish projects such as responses to requests for proposals, new business and/or product presentations, pitch books, and collateral materials within established deadlines.
• Finalize RFP responses, including copying, binding, and shipping by appropriate deadlines.
• Research and ensure accuracy of written content.
• Support the Director of Institutional Sales with internal/external wholesaling activities.
• Support the Director of Institutional Sales with client experience and prospect vetting initiatives.
• Collaborate with Segment and Field Sales Professionals and other appropriate personnel for each project assigned.
• Provide editing, publishing, and graphic design to ensure a professional looking and effective proposal within the guidelines submitted by the client or prospect.
• Maintain a repository of RFP responses.
• Track production workflows and assigned projects.
• Contribute to and coordinate KPB Institutional Advisor event planning initiatives.

Requirements

• Minimum of two years’ experience in supporting and enabling business, commercial, or institutional investment sales teams.
• Demonstrated professional skills in writing, editing, graphics and production of print, and related media.
• Strong written and oral communication skills with the ability to articulate clearly the department vision, strategy, and expectations.
• Strong organizational and interpersonal skills with the ability to interact effectively with external and internal clients, subject matter experts, including executive managers.
• Microsoft Office skills, especially Access, PowerPoint, Word, and Excel.

Qualifications

• Minimum of two years’ experience as a professional writer/editor in a communications department, marketing department, advertising firm, or similar environment.
• Bachelor’s Degree - Journalism, English, Public Relations, Communications, Marketing, Business, or related field preferred.
• Client consultation/advocate background.

Skills

• Ability to manage multiple projects simultaneously with strict adherence to deadlines and competing priorities.

Benefits

This position is eligible to earn a base salary in the range of $57,000.00 - $87,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.