RFP Sales Writer – Institutional Advisors

Role Overview

• Support KPB’s Institutional Advisor team through the identification and production of client-facing materials and organization of sales support for Segment and Field sales professionals.
• Respond to requests for proposals (RFPs), create new business and/or product presentations, develop collateral marketing and educational materials, maintain RFP database, assist with client experience initiatives, and event planning.
• Create content, edit, and publish projects such as responses to requests for proposals, new business and/or product presentations, pitch books, and collateral materials within established deadlines.
• Responsible for the final production of RFP responses, including copying, binding and shipping by appropriate deadlines.
• Research and ensure accuracy of written content.
• Support the Director of Institutional Sales with internal/external wholesaling activities.
• Work collaboratively with Segment and Field Sales Professionals and other appropriate personnel for each project assigned.
• Maintain a repository of RFP responses and track production workflows and assigned projects.
• Contribute to and coordinate KPB Institutional Advisor event planning initiatives.

Requirements

• Minimum of two years’ experience in supporting and enabling business, commercial, or institutional investment sales teams.
• Demonstrated professional skills in writing, editing, graphics and production of print, and related media.
• Strong written and oral communication skills with the ability to articulate clearly the department vision, strategy, and expectations.
• Strong organizational and interpersonal skills with the ability to interact effectively with external and internal clients, subject matter experts, including executive managers.
• Ability to manage multiple projects simultaneously with strict adherence to deadlines and competing priorities.
• Microsoft Office skills, especially Access, PowerPoint, Word, and Excel.

Benefits

• Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.