Fort Washington Investment Advisors
Proposal Writer
Fort Washington Investment Advisors, Cincinnati, Ohio, United States, 45208
Welcome to Western & Southern Financial Group Our focus on creating value for our customers through everything we do is foundational to who we are. We provide meaningful and challenging work for our associates, a key facet of our incredible culture that helps make Western & Southern a career destination.
135 years of operating history;
Born as a modest, door-to-door life insurance business and built to last forever
Ranked 284 on Fortune 500
Ranked No. 29 among Fortune 500 companies as a best company for career growth
Award winning Talent Development Team
Top 10 for Top Spouse Employer and Military Friendly Employer in 2023
We consider Cincinnati the best place to live, work and celebrate life that is why we are committed to doing good for our community
Our Culture
We are building our company to thrive and provide value to our customers, business partners and associates over the long term. To accomplish this, we look for professionals who embody our culture of integrity, top-notch performance, collaboration and teamwork. We are committed to hiring and developing associates who are driven to excel, have a strong work ethic and use astute, fact-based and ethical judgment in decision-making.
A Day in the Life
The
Institutional Marketing Specialist
oversees interdisciplinary processes of proposal generation for business development opportunities and customized response development for due diligence inquiries.They are responsible for implementing a sound and strategic approach to each proposal or questionnaire response commonly referred to as Requests for Proposal (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs). Skill sets should include but are not limited to an individual with previous experience where preparation of written materials and coordination of highly visible client and promotional events have been completed. Demonstrated strong proposal writing experience. Excellent copy-editing skills, especially with complex financial concepts. Duties and Responsibilities Manages the RFP/RFI/DDQ process and workflow from receipt of request to delivery of final product within the required time frame. Works with sales team for lead qualification, product positioning, and strategizing. Responsible for the quality and continuity of the firm's product narratives within the following: internal content management platform, third party databases, marketing collateral, and all publicly facing material. As needed, will produce custom product presentations and create digital and print collateral for the purpose of marketing the firm's products and services, and update as required. Facilitates communication with cross-functional teams within the firm from Marketing, Sales, Compliance, Investment Management, Client Service, Operations and Human Resources as well as external partners as needed in the process of completing RFPs, DDQs, RFIs, etc. Develops accurate and persuasive investment strategy positioning and messaging for RFPs, RFIs, presentations, and digital assets. Develops and maintains standardized proposals for each institutional investment strategy. Desired Competencies and Skills: Bachelors degree in Marketing, Communications, English, a strong Liberal Arts background or commensurate experience. Demonstrated successful previous experience and training where preparation of written materials and coordination of highly visible client and promotional events have been completed. Demonstrated strong proposal writing experience. Excellent copy-editing skills, especially with complex financial concepts. Demonstrated excellent verbal, presentation and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner. Effectively interacts and communicates with all levels of staff and management. Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks accurately and on a timely basis. Must demonstrate strong attention to detail with excellent organizational skills. Expected to cite examples of organization and time management methods used to manage or prioritize workload demands. Must demonstrate project management experience in planning, executing and maintaining a project from start to finish. Certification from APMP (Preferred) To view the full job description please visit https://careers-westernsouthern.icims.com/jobs/22179/institutional-marketing-specialist/job
Premier Benefits to Support YOU Comprehensive benefits including medical, dental, vision, prescription, pet insurance, life insurance, disability, Fertility, maternity/caregiver & parental leave, and more! Retirement solution with our 401(k) savings AND pension plan! Paid time off that increases with tenure. Tuition Reimbursement Subsidized affordable parking On-site Cafeteria and fitness center (including sports leagues) On-site Registered Nurse Career Coaching/Mentoring Individualized development plans and career pathing Learn more about who we are visit; www.westernsouthern.com/careers/home-office-careers.
Institutional Marketing Specialist
oversees interdisciplinary processes of proposal generation for business development opportunities and customized response development for due diligence inquiries.They are responsible for implementing a sound and strategic approach to each proposal or questionnaire response commonly referred to as Requests for Proposal (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs). Skill sets should include but are not limited to an individual with previous experience where preparation of written materials and coordination of highly visible client and promotional events have been completed. Demonstrated strong proposal writing experience. Excellent copy-editing skills, especially with complex financial concepts. Duties and Responsibilities Manages the RFP/RFI/DDQ process and workflow from receipt of request to delivery of final product within the required time frame. Works with sales team for lead qualification, product positioning, and strategizing. Responsible for the quality and continuity of the firm's product narratives within the following: internal content management platform, third party databases, marketing collateral, and all publicly facing material. As needed, will produce custom product presentations and create digital and print collateral for the purpose of marketing the firm's products and services, and update as required. Facilitates communication with cross-functional teams within the firm from Marketing, Sales, Compliance, Investment Management, Client Service, Operations and Human Resources as well as external partners as needed in the process of completing RFPs, DDQs, RFIs, etc. Develops accurate and persuasive investment strategy positioning and messaging for RFPs, RFIs, presentations, and digital assets. Develops and maintains standardized proposals for each institutional investment strategy. Desired Competencies and Skills: Bachelors degree in Marketing, Communications, English, a strong Liberal Arts background or commensurate experience. Demonstrated successful previous experience and training where preparation of written materials and coordination of highly visible client and promotional events have been completed. Demonstrated strong proposal writing experience. Excellent copy-editing skills, especially with complex financial concepts. Demonstrated excellent verbal, presentation and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner. Effectively interacts and communicates with all levels of staff and management. Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks accurately and on a timely basis. Must demonstrate strong attention to detail with excellent organizational skills. Expected to cite examples of organization and time management methods used to manage or prioritize workload demands. Must demonstrate project management experience in planning, executing and maintaining a project from start to finish. Certification from APMP (Preferred) To view the full job description please visit https://careers-westernsouthern.icims.com/jobs/22179/institutional-marketing-specialist/job
Premier Benefits to Support YOU Comprehensive benefits including medical, dental, vision, prescription, pet insurance, life insurance, disability, Fertility, maternity/caregiver & parental leave, and more! Retirement solution with our 401(k) savings AND pension plan! Paid time off that increases with tenure. Tuition Reimbursement Subsidized affordable parking On-site Cafeteria and fitness center (including sports leagues) On-site Registered Nurse Career Coaching/Mentoring Individualized development plans and career pathing Learn more about who we are visit; www.westernsouthern.com/careers/home-office-careers.