RFP Writer / Manager

Location New York, NY (Fully remote)
Starts Within a Couple Weeks
Duration Full-Time
Status Full-Time
Rate DOE
Our client, privately owned and managed financial services firm, is seeking an RFP Writer / Manager with strong project management skills to join their team as a full time employee.

The client is open to fully remote, but if you are able to work 2-3 days in their lower Manhattan office that is ideal.

The RFP Writer / Manager will:

- Be responsible for centrally managing RFPs, RFIs, DDQs and consultant databases (retail and institutional)
- Develop an ongoing process to have data and content updated regularly within the client's database by subject matter experts
- Streamline answers to RFP / RFI / DDQ requests ensuring content is well-organized, current, and compliant
- Draft answers for the non-standard responses for review by the Relationship Manager
- Complete client and prospect questionnaires and other types of information requests within the required timeframe
- Lead proposal post-mortem discussions, provide objective facilitation, and develop clear action plans
- Support the IMs overall business development and client retention objectives
- Scan public sources of information (consultant websites, industry publications) for new business opportunities
- Populate 3rd party databases with current data in a timely and professional manner
- Review and manage the tracking and reporting of RFP activity, consultant databases and competitive analysis for the purpose of evaluating productivity and gathering competitive/market research information



The RFP Writer / Manager must:

- Ideally have 3 to 5 years of relevant work experience with at least 1-2 years of RFP experience
- Previous financial services experience, specifically at an asset / investment management firm + knowledge of investments and financial products, is a plus but not required
- Be proficient in MS Office (Word, Excel, Powerpoint)
- Knowledge of Qvidian is a plus but not required
- Have exceptional writing and editing skills
- Have strong project management skills
- Have excellent communication and interpersonal skills
- Have excellent organizational skills and attention to detail
- Have strong quantitative and analytical skills
- Knowledge of relevant compliance regulations is a plus
- Be able to work under deadlines and manage competing obligations
- Be self-motivated with the ability to take direction and work independently
- Be able to work effectively both independently and in a team environment




This client is requiring COVID-19 vaccination for this position. If there is a bona fide medical or religious reason why you cannot be vaccinated, you may contact humanresources@creativecircle.com. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact humanresources@creativecircle.com.

Submit resume (and samples if applicable) to: Jennifer.Scott@jobalert.creativecircle.com


About Creative Circle
Creative Circle is a recruiting agency, and we proudly match professionals with companies looking for talented team members. The above listing is for a role with one of our clients. Our connections at top companies get your resume in front of the right people and access to amazing positions that aren't posted anywhere else. If you’re a good fit for this role (or another we're currently working on), a local recruiter will reach out to schedule a screening interview. We present only the top candidates to our clients.

For Creative Circle to represent you for this opportunity, you must be currently authorized to work in the United States without the need of employer sponsorship for a non-immigrant visa.