Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. 

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com

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.

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 RFx experience required, including copywriting, content creation, and new business proposal (RFP) writing for financial services companies and technology platforms.
  • Experience with proposal automation software (Qvidian, Responsive, Loopio) required.
  • 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.
  • Strong working knowledge of Microsoft Office 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 generous vacation offering. We have adopted a 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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