Job Details

RFP Specialist / Senior RFP Specialist

Vestwell

Job Description

WHO ARE WE?

There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it’s imperative that every worker has access to and participates in their company’s savings program, such as a 401(k) or 403(b). We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future.

Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software. Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era.

Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike.

Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.

As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals.

WHY VESTWELL?

With backing from leading FinTech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-year old industry. Our team believes in the mission we’ve set out to achieve and we are working hard to get there. We’re ambitious, honest, thoughtful, and fun.

Who are we looking for?

We are seeking a highly skilled and motivated writer to join our team focused on requests for proposals (RFPs), requests for information (RFIs), due diligence questionnaires (DDQs), and other projects, as needed. In this role, you will write, develop, and manage high-quality and insightful content on the firm's products and services, including responses to questions, cover letters, executive summaries, and any additional content creation, as needed.

This role will lead the development and execution of strategic responses to RFPs from prospective clients. The RFP specialist will strive to ensure that all deliverables are complete, accurate, and compliant to provide a high standard of service and the best opportunity to bring in new business. The ideal candidate will have a strong background in financial services, exceptional writing and communication skills, and a proven track record of success in crafting compelling RFP content.

What will you be doing?

Manage and write persuasive content for institutional RFPs, RFIs, and DDQs for Vestwell products - responses include both qualitative and quantitative information.
Articulate the Vestwell value proposition and brand and translate technical responses into easy-to-understand messaging.
Write persuasively and tell the Vestwell story with consistent tone, writing style, and voice.
Contribute to team-wide initiatives to improve processes and create efficiencies.
Complete ad-hoc and consultant questionnaire requests in an accurate and timely manner.
Collaborate cross-functionally (product, sales, marketing, legal, etc.) within Vestwell to ensure we can clearly articulate our offerings, solutions, and value and ensure every response is the best version of itself.
Manage multiple projects simultaneously, prioritizing tasks and resources to maximize efficiency and effectiveness.

Requirements

Bachelor's degree in creative writing, communications, journalism, English, finance, business, or a related field; MBA or advanced degree preferred.
5-7+ years of relevant experience, preferably including copywriting, content creation, and new business proposal (RFP) writing for financial services and technology platforms.
Excellent interpersonal and communication skills, with the ability to effectively collaborate with cross-functional teams and influence stakeholders at all levels.
Detail-oriented mindset committed to accuracy and quality in all aspects of work.
Strong project management and time management skills.
High attention to detail, with the ability to craft a compelling narrative.
Superior written and verbal communication skills.
Knowledge of fintech industry trends, products, and services is a plus.
Experience with proposal automation software (Qvidian, Responsive, Ombud) preferred.
Strong working knowledge of Microsoft Office Suite software and Google Suite.

The expected salary range for this position is $70K - $90K. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

OUR BENEFITS

We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy. We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!

OUR PROCESS

It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.

Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.

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