RFP Writer – Boutique Investment Manager

RFP Writer:

Key Objectives:

• Assist in the production of high quality RFP and pitch proposals, ensuring the way we communicate our proposition is first class and bespoke to each bid
• Work closely with subject matter experts across the business to gather data and technical content, communicating this in an efficient and clear way in our bid materials
• Engage multiple stakeholders to create a winning strategy

What you’ll do:

• Build and articulate the company process to assist new business and client service teams to win and retain clients
• Define, scope out and monitor projects to include outputs, timescales, resources and methodology
• Own RFP content quality, running complex projects individually as well as balancing priorities within a busy team.
• Creation of professional written material to include responses, database stock response upgrades, presentation material and case studies
• Liaison with subject matter experts within advice and investment management unit to ensure complex technical content is communicated effectively
• Review content/activities/progress continuously, ensuring deadlines are met consistently throughout tender processes
• If required, undertake necessary intervention or escalation to ensure project is delivered
• Working with designers to ensure finished look and feel matches high quality copy
• Development of thought leadership, and any other ad-hoc communications as required