San Diego Financial Firm Seeking Marketing Writer

Summary:
The Marketing Writer will manage all aspects of formulating and delivering our marketing message across all channels including Request for Proposals, website, newsletter, and all other forms of client communications.  The Marketing Writer will support the firm’s marketing efforts by researching and analyzing marketing opportunities.

Responsibilities:
Manage all aspects of the RFP (Request for Proposal) process from inception to delivery of final copy
Ensure that the firm’s message and distinctions carry through all marketing channels and in all marketing materials accurately/ consistently using the Response Bank as a primary source for data
Support the marking effort by researching opportunities for future growth, including geographic expansion,/identification of new clients/ suggestions for new products
Manage/ adhere to internal/ external deadlines
Manage relationships across the organization
Coordinate marketing meetings with other departments
Manage competing interests/ multiple projects
Supporting initiatives of the Sales and Client Service Teams
Problem solve content/process issues as needed
Propose initiatives to improve proposal processes/content
Write and edit responses to RFP questions
Manage the RFP response bank
Work with the investment team to ensure RFP responses are accurate/ complete
Work with regulatory compliance specialists to ensure materials conform to firm policies/ industry regulations
Work with sales/client service/ administrative staffs to coordinate all aspects of the proposal to ensure quality of delivery of on-time proposals
Review marketing materials to ensure the integrity of information we provide across all channels and in all materials

Requirements:

  • Bachelor’s degree required at minimum; Journalism, English, Communications, Business Administration, Public Relations or Marketing preferred
  • Minimum of 5 years of financial services industry experience with significant experience in proposal, technical or business writing
  • Expert use of Adobe Suite and Microsoft Office (Word, Excel, PowerPoint)
  • Experience with fixed income investment management preferred
  • Excellent writing/editing/ interviewing skills
  • Ability to work independently as well as in a team setting
  • Strong client relations experience
  • Strong research and analytical skills
  • Able to work across the organization with all levels of management
  • Able to manage deadlines effectively
  • Excellent verbal /written communication skills
  • Excellent problem solving skills

Compensation: Commensurate with experience

To Apply: Anyone interested in this position should email a copy of your resume as an MS Word attachment to Julia Brown at: julia@brokerageconsultants.com

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