RFP Writer
Core
Prepare and deliver high-quality RFPs, RFIs, DDQs, and other client-facing submissions for a global wealth management and banking firm.
Role type
Proposal writer (RFP/RFI/DDQ specialist)
Builds
Client and prospect-facing proposal submissions
Domain
Financial services (wealth management, asset servicing, banking)
Required skills
written communication, attention to detail, organizational skills, analytical skills, Microsoft Office proficiency, AI tool usage
Preferred skills
financial services industry knowledge, curiosity about technology, willingness to learn
Responsibilities
Review client questions and develop clear written responses, coordinate deadlines and proposal activities, maintain proposal content libraries, identify process improvement opportunities, collaborate with Sales, Product, and Operations teams
Seniority
Individual Contributor