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.
• Ensure accuracy of written content and 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 professional-looking and effective proposals.
• Maintain a repository of RFP responses and 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.
• Competence with trust/investment management, commercial banking, operating fund and charitable plan client needs.
• Client consultation/advocate background.

Skills

• Writing
• Editing
• Graphics
• Production of print and related media

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.

Pay

This position is eligible to earn a base salary in the range of $57,000.00 - $87,000.00 annually.

Schedule

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.