Proposal & Marketing Communications Associate

Chandler Asset Management • San Diego, CA

95d

About The Position

The Proposal & Marketing Communications Associate is responsible for supporting the firm’s marketing and sales initiatives with a dual focus on proposal writing and marketing communications. This role manages the full Request for Proposal (RFP) process, from inception through final submission, while also contributing to broader marketing efforts such as event logistics, creating branded materials, and organizing communication campaigns. The position requires strong project management skills, excellent writing abilities, and the ability to collaborate with subject matter experts and cross-functional teams.

Requirements

• Bachelor’s degree in business, Finance, Marketing, Journalism, English, Communications, or Public Relations.
• 2+ years’ experience in proposal writing.
• Financial services industry experience preferred.
• Experience managing a response database using Responsive or another proposal writing software preferred.
• Strong proficiency using Microsoft Office required, Adobe Creative Suite and Salesforce preferred.
• Excellent writing and editing skills.
• Strong project management skills and the ability to work at a fast pace under tight deadlines.
• A team player with strong communication skills.

Responsibilities

• Own the RFP process from inception to publishing of final copy.
• Prepare timely, accurate and concise proposals using Responsive, a proposal writing software.
• Research background information on prospects and interview our firm’s knowledge experts to articulate our investment process in responses.
• Project manage the time-constrained RFP process to ensure that all proposals are complete, thoroughly proofed, edited and all requirements are met by each specific deadline.
• Review and maintain proposal responses, ensuring the integrity of the firm’s message.
• Collaborate across the organization to develop marketing communications.
• Produce weekly, monthly, and strategic marketing pieces that effectively deliver our message.
• Produce presentations, brochures, web content and other materials to support the sales and client service efforts.
• Conduct competitive analysis and win/loss reviews to help determine opportunities to further strengthen our brand.
• Develop highly collaborative relationships with all areas of the organization to ensure effective marketing campaigns and programs.
• Maintain confidentiality and use discretion with sensitive information.

Benefits

• Medical, Dental, Vision, HSA & FSA
• Life & AD&D
• Short-Term & Long-Term Disability
• Accident & Critical Illness
• Employee Assistance Program
• Employee 401(k) Plan
• ESOP
• Employee Discounts
• Paid Time Off
• Paid Holidays
• Fun Company Events

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 11-50 employees