RFP Sales Writer - Institutional Advisors

KeyBank NA • Cleveland, OH • 1h ago

Location:

4900 Tiedeman Road, Brooklyn Ohio

JOB BRIEF

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 in order to grow KPB's Institutional investment revenue. This includes, but is not limited to: responding to requests for proposals (RFPs), creating new business and/or product presentations, developing collateral marketing and educational materials, sales prospect vetting, maintaining RFP database, assisting with client experience initiatives, and event planning. Position Key and KPB Institutional Services in the most favorable manner to attain the highest possible win rates.

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 to support the KPB Institutional Advisor team.

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.

Support the Director of Institutional Sales with client experience and prospect vetting initiatives.

Work collaboratively with Segment and Field Sales Professionals and other appropriate personnel for each project assigned.

Independently provide editing, publishing, and graphic design to ensure a professional looking and effective proposal within the guidelines submitted by the client or prospect.

Independently maintain a repository of RFP responses.

Independently track production workflows and assigned projects.

Contribute to and coordinate KPB Institutional Advisor event planning initiatives.

REQUIRED QUALIFICATIONS

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.

PREFERRED QUALIFICATIONS

Bachelor's Degree - Journalism, English, Public Relations, Communications, Marketing, Business, or related field Minimum of 2 years' experience as a professional writer/editor in a communications department, marketing department, advertising firm, or similar environment.

Competence with trust/investment management, commercial banking, operating fund and charitable plan client needs.

Client consultation/advocate background.

Competence with trust/investment management, commercial banking, operating fund and charitable plan client needs.

Client consultation/advocate background.

COMPENSATION AND BENEFITS

This position is eligible to earn

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