RFP Writer

Overview

In this role you help articulate Wellington’s investment capabilities to clients and prospects by producing high-quality RFPs, RFIs, and DDQs. You collaborate with product and client-facing teams to ensure accurate, clear, and compelling responses. The position supports business development and client servicing through governance of content and data-driven deliverables. You will work with global teams, leveraging tools to streamline responses, and enjoy a path for growth within a supportive, inclusive culture.

Pay / Benefits

• hybrid work arrangement: 4 days in office, 1 day remote
• inclusive, equal-opportunity workplace

Responsibilities

• Write, coordinate, edit, and proofread RFPs and RFIs with SMEs and cross-functional teams
• Maintain and improve content in Loopio and propose enhancements to responses
• Leverage AI and firm tools to draft high-quality questionnaire responses
• Develop governance for content used across RFPs, RFIs, and client-facing materials
• Support quantitative sections of RFPs/RFIs by organizing data from internal sources using Excel and other tools
• Build cross-functional relationships across product, investment, client servicing, sales, and content strategy
• Provide a foundation for career growth through exposure to global client and business development initiatives

Key requirements

• 1-2+ years in investment industry (preferred)
• Strong writing and communication with high attention to detail
• Strong quantitative and technical skills with Excel and Python
• Independent, self-starter who can manage multiple deadlines and a collaborative team player
• Experience with content management software (e.g., Loopio, Responsive, Rocket Docs) is a plus

• attention to detail
• collegial attitude
• professionalism
• Excel
• Python
• Content management tools (Loopio, Responsive, Rocket Docs)

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