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
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
Internal Number: 5089011
About Green Key Resources
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