Portfolio Jobs

Search open roles at our #staymagical portfolio companies

Senior RFP Writer

Vestwell

Vestwell

Marketing & Communications
New York, NY, USA · Phoenix, AZ, USA · Austin, TX, USA
Posted on Friday, April 12, 2024

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 senior writer to join our team focused on Request for Proposals (RFPs). In this role, you will help develop and respond to questions on the firm's products and services from investment consultants, existing clients, and prospective clients. The responses will be in the form of RFPs, Requests for Information (RFI), and Due Diligence Questionnaires.

The RFP writer will also be responsible for updating, maintaining, and developing the language library. The RFP writer will support establishing an efficient relationship and collaboration across Voya IM products.

The RFP Writer 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.

This role will be responsible for leading the development and execution of strategic responses to requests for proposals (RFPs) from prospective clients. 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 responses.

What will you be doing?

  • Manage and write institutional RFPs, RFIs and DDQs for all of Vestwell’s products - responses include both qualitative and quantitative information
  • 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 our able to clearly articulate our offerings and solutions and ensure every response is the best version of itself
  • Create and maintain a library of RFP content, templates, and best practices to streamline future response efforts.
  • Manage multiple RFPs simultaneously, prioritizing tasks and resources to maximize efficiency and effectiveness.

Requirements

  • Bachelor's degree in finance, business, or a related field; MBA or advanced degree preferred.
  • 5-7+ years of relevant experience, preferably including 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 with a commitment to accuracy and quality in all aspects of work.
  • Knowledge of fintech industry trends, products, and services is a plus.
  • Strong project management and time management skills; high attention to detail, with ability to craft a compelling narrative.
  • Superior written and verbal communication skills.
  • Strong working knowledge of Microsoft Office Suite software.

We have a strong preference for an individual located in one of the following cities: New York, NY | Phoenix, AZ | Austin, TX for a hybrid work environment but we are open-minded to stellar talent remotely.

The expected salary range for this position is $90K - $100K. 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!