Proposal Writer Job at Chandler Asset Management, Inc. in San Diego

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What’s the job all about?

The Proposal Writer position is responsible for collaborating with the Content Manager and leadership team to manage and support the company’s marketing and sales initiatives. Specifically, this position is responsible for supporting the requests for proposals (RFPs) process. The process works to identify, write, coordinate input from Subject Matter Experts and publish RFPs in a timely manner. In addition, the position is responsible for helping to develop and implement consistent marketing communications for the firm. The ability to juggle multiple tasks, ensure tasks and projects are done on time and deliver results is essential in this position. This position is a hybrid role based out of our San Diego, CA office.

• Own the RFP process from inception to publishing of final copy. Prepare timely, accurate and concise proposals using Rocket Docs content manager and proposal writing software.
• Research background information on prospects and interview our firm’s knowledge experts to articulate our investment process in responses.
• Project manage the time-constrained RFP process to ensure that all proposals are complete, thoroughly proofed, edited and all requirements are met by each specific deadline.
• Review and maintain proposal responses, ensuring the integrity of the firm’s message.

• Collaborate across the organization to develop marketing communications. Produce weekly, monthly, and strategic marketing pieces that effectively deliver our message.
• Produce presentations, brochures, web content and other materials to support the sales and client service efforts.

• Monitor market opportunities utilizing bid sourcing sites such as GovWin, competitive analysis, and win/loss reviews to help determine opportunities for improvements.
• Develop and communicate our core message to further strengthen our brand by differentiating our firm from others.

• Ability to develop highly collaborative relationships with all areas of the organization to ensure effective marketing campaigns and programs
• Maintain confidentiality and use discretion with sensitive information

Requirements

• Education: A Bachelor’s degree is preferred, with a concentration in Business, Finance, Marketing, Journalism, English, Communications, or Public Relations.
• Industry Experience: A minimum of 3 years’ experience in proposal writing is required, with financial services industry experience strongly preferred.
• Technical Proficiency: Advanced proficiency with Microsoft Office applications is essential. Experience managing a response database using Rocket Docs or other proposal writing software is valued.
• Software Proficiency: Familiarity with Adobe Creative Suite and Salesforce is preferred.
• Communication Skills: Excellent writing and editing skills are required, with the ability to communicate clearly, concisely, and effectively across various formats.
• Project Management Skills: Strong project management capabilities with the ability to work efficiently in a fast-paced environment under tight deadlines are essential.
• Collaboration: A proven ability to work as part of a team, demonstrating strong interpersonal and communication skills.

What we can offer you!

• Medical, Dental, Vision, HSA & FSA
• Life & AD&D
• Short-Term & Long-Term Disability
• Accident & Critical Illness
• Employee Assistance Program
• Employee 401(k) Plan
• ESOP
• Employee Discounts
• Paid Time Off
• Paid Holidays
• Fun Company Events

Ready to join our team?

Please note before submitting an application: as a company, we take hiring very seriously. Although we are unable to follow-up with each and every applicant, we do our best to run a thorough process for candidates with whom we identify a potential fit. Chandler Asset Management provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, ancestry, physical/mental disability, medical condition,

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Other

Industries

• Investment Management