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 personnel for each project assigned.
• Provide editing, publishing, and graphic design services independently to meet client or prospect guidelines.
• 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.
• Bachelor’s Degree - Journalism, English, Public Relations, Communications, Marketing, Business, or related field preferred.
• Client consultation/advocate background.

Skills

• Excellent writing and editing skills.
• Proficiency in Microsoft Office applications.
• Ability to manage multiple projects simultaneously.
• Strong organizational and interpersonal skills.

Benefits

This position is eligible to earn a base salary in the range of $57,000.00 - $87,000.00 annually. Benefits include eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. For a full list of benefits, please click here.

Pay

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

Schedule

The schedule for this position is not specified.