Group Retirement RFP Writer (HYBRID OR REMOTE)

Equitable•Syracuse, NY

23h•Hybrid

About The Position

Equitable's Request for Proposal (RFP) Team is seeking an RFP Writer to play an integral role in business development and client service efforts through the preparation of proposals in response to RFPs, RFIs and other due diligence requests for Equitable’s Group Retirement 403(b), 457(b), 401(a), and 401(k) products. The Writer will work with multiple internal and external subject matter experts and contribute to the new business development process through well-written and effective responses. This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Charlotte, NC; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.

Requirements

A Bachelor’s degree is required.
5 years of experience in business writing, proposal support, or financial client services
Ensure proposals are error-free and compliant
Time management: Juggle multiple concurrent deadlines in a high-pressure, fast-paced environment
Comfort in working with Subject Matter Experts (SMEs), legal teams, and senior executives to gather and refine content
Must be able to critically review and edit drafts for consistency and tone
Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and ideas to influence others in various situations.
Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Nice To Haves

Preferred majors include Finance, Economics, Business, English, Communications, or Journalism

Responsibilities

Demonstrate an understanding of Equitable’s employer-sponsored products and services
Work on multiple projects simultaneously to meet strict deadlines
Write clear, concise, and accurate responses by customizing available content
Prepare responses that speak to the intended audience
Collaborate with various departments throughout the firm to obtain answers, develop new language, and obtain needed information, including but not limited to legal, operations, customer service, product management, and marketing
Edit final documents to reflect a customized response for the specific opportunity while maintaining consistency and quality of key messages
Coordinate production of final proposals (formatting, technical editing, and reproduction)
Submit final proposals, electronically or by print
Utilize and periodically update third-party databases consisting of answers and information necessary to respond to RFP and RFI questions
Follow-up on status of submitted proposals
Enter bid details into tracking database and update each case as changes occur
Demonstrate a full understanding of different group retirement products