Senior Marketing/RFP Analyst – Investment Firm – $80K-$90K +Bonus

Financial Planning firm is seeking a Senior Marketing/RFP Analyst to partner with investment teams to ensure consistent product messaging and help drive new business.  This opportunity will complete and manage all aspects of RFPs, RFIs, consultant/client questionnaires for some of the firm’s investment products; support institutional sales and consultant teams; work with client services to help retain existing relationships; etc.  This is a busy role in a fast-paced environment – it will be necessary to prioritize and multi-task assignments simultaneously.  You must have 5+ years’ experience writing RFPs and marketing materials for investment products, a Bachelor’s degree (MBA or CFA a plus), familiarity with institutional channels/investors and strong writing/verbal communication skills.  This is a highly respected firm that offers “best in class” benefit options and supports their employees in reaching their professional goals!  Apply today.


Job Code:  15893

Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Our clients base their offers on a range of variables including years of work and industry specific experience, salary history, education level, etc.