Manage and write new business proposals Evaluate demographics, prices, distribution channels, and marketing outlets. Train, guide and review work for junior team members Develop and uphold content used in new business and current client requests Identify positive financial outcomes to increase profitability Track outcomes of new business opportunities to determine sales trends Contribute to developing/improving proposal resources Take part in Institutional Client Business initiatives Qualifications: BA/BS degree in related field 5-7+ years of relevant experience; preferably including new business proposal (RFP) writing and reviewing for institutional asset management, editing, collaborative writing, institutional marketing or project management Understanding of institutional investment marketplace and interest in financial markets
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