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Proposal Writer



Marketing & Communications
Wakefield, MA, USA · Remote
Posted on Thursday, April 27, 2023

Vestmark is searching for a talented, creative individual with a passion for writing to join our Sales Team as a Proposal Writer. The Proposal Writer will partner with our Sales Executives to deliver an exceptional client experience by creating world-class RFP/RFI responses and professionally polished sales proposals. In this role, you will drive development of these documents by working with subject matter experts across the organization to create a compelling document that differentiates Vestmark’s solutions.


  • Develop RFP and proposal responses that continually highlight Vestmark’s strategic advantages of scalability, flexibility and innovation in the Wealth Management market space
  • Analyze RFP requirements to assist the sales team to develop a response strategy and ensure that sales contributors follow outlined processes
  • Prepare proposals by determining concept; gathering and formatting information, inputting proper corporate branding elements, writing drafts, and obtaining approvals
  • Ensure RFPs/proposal content follow Vestmark’s messaging and branding standards
  • Manage project deadlines by establishing priorities and target dates for information gathering which include; writing, reviewing, approvals, entering and monitoring data, coordinating requirements with contributors, providing status updates in review meetings and transmitting proposals
  • Update and maintain our Proposal Q&A database to ensure the highest quality output is achieved for each response


  • 5+ years of experience writing proposals
  • Exceptional written communication and editing skills
  • Solid project management skills
  • Strong presentation skills
  • Proficiency with Microsoft Word, PowerPoint and Excel, and Salesforce
  • Understanding of the Wealth Management Industry to effectively position our solutions

Key Attributes:

  • Aptitude for quickly learning and applying new information – candidate must develop a working understanding of the VestmarkONE Platform and Vestmark’s service offerings.
  • Ability to multitask and manage priorities
  • Highly organized
  • Positive attitude and energy
  • Highly collaborative team player


  • BS/BA degree in Business Management, Marketing, Communications, or Journalism

Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status and genetic information. #LI-Hybrid