WHO are we looking for?

CAPTRUST seeks an RFP Proposal Content and Platform Associate to join its internal business development and sales enablement team with the primary focus of corporate proposal writing and content development, maintaining corporate and professional content, and strategic development through multiple platforms supporting presentation deliverable needs associated with business development efforts for a rapidly growing and collaborative organization. Proposal content is focused on retirement advisory services within the financial industry.

This role is not only about the technical aspects of maintaining an RFP content repository, it is also about assisting internal teams increase effeciency by providing on-hands guidance, building trust and awareness, and driving collaborative alignment.  

CAPTRUST’s marketing strategy is a combination of the high-level activities that include targeted and appropriate messaging communicated through various marketing platforms and applications, media outlets and publications, corporate websites, and presence on social media as well as real-time support for business development opportunities. These activities are based on market intelligence, historical data and trends, and understanding of the opportunity to ensure a successful outcome, which are intended to support the firm’s growth efforts and the needs of its institutional and wealth management clients. Primary responsibilities may include the following, among others:

• Maintain platform system user roles and permissions, back-end system and project settings, and workflows within a web-based content management system. Maintain project upload, templates, collections, preferences, and content catalog structures

• Beta-test and ensure that platform AI features such as Auto Respond and generative AI Assistants are being used effectively to optimize effeciency

• Assist with, contribute to, and be responsible for the creation, development, completion, and fulfillment (digital and physical) of the following primary deliverables, at minimum, which are associated with the firm's business development efforts and activity:
  • Request for Information or Proposals
  • Due diligence and security questionnaires
  • Website Platform and portal Request for Proposals questionnaires
  • Narrative templates, cover letters, samples, and other custom designed deliverables
• Adjust professional RFP proposal content to multiple variables such as business line, word or character count limitations, graphics and formatting Collaborate with other internal marketing team members and Subject Matter Experts for strategic corporate content development
• Assist with, contribute to, and be responsible for the formatting of content in addition to alignment, line spacing, graphics, and tables within a web-based platform
• Coordinate, utilize and upload all applicable samples and custom materials associated with each business development opportunity into technology repositories

• Assist with proposal strategy, strategic design, and implementation of internal and external platform integrations and developing communications to internal team members and subject matter experts across the firm

• Design internal training materials including but not limited to internal team newsletter, video design and upload, and on-demand training for internal Request for Proposal execution team members and Subject Matter Experts

Minimum Qualifications:

• Successfully demonstrated 2-4 years of experience in business development or similar functioned support roles commensurate with the outlined role responsibilities
• Bachelor’s degree or equivalent in business administration, marketing, project management, or similar degree
• Understanding and/or utilization of RFP proposal platforms i.e. Responsive / formerly RFPio, Seismic, Loopio, Periscope, Ionwave, Ariba, InHub, RFP360, or other custom RFP platforms

Desired Attributes and Skills:

• Excellent project management, knowledge management, and organizational skills necessary with an appropriate level of attention to detail and accountability

• Demonstrated ability or experience with production, development, or fulfillment of professional prospect presentation materials

• High degree of proficiency in Microsoft Office Suite including Word, Excel, and PowerPoint in addition to utilization of Asana, SharePoint, Teams

• Experience in proposal management, proposal development, proposal writing, or content management including software such as Responsive or a comparable web-based technology management system

• Knowledge and awareness of the business development and marketing activities, challenges, and requirements associated with an RIA within the financial services industry specifically for wealth management, retirement plan, and endowment foundation audiences

• Must be a self-starter with the ability to work both independently and within a collaborative team environment

• Must be coachable, possess curiosity, and have a desire to learn

• Strong writing, interpersonal, and collaboration communication skills

• Must be able to demonstrate a sense of urgency and a desire to propel the firm forward and continually meet deadlines

• Must possess poise and focus in a deadline-driven environment and stressful situations; Ability to work on multiple projects with simultaneous deadlines

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Personify wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

Any CAPTRUST location 

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy to understand verbal and written communications conveying complex information
• Has a strong sense of strategic planning, project management, and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Possess a strong desire to give back to our communities and enrich the lives of those around us
• Emulates an other’s centered mindset
• Applies integrity through maintaining objectivity

EEO/Diversity Disclaimer:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to provide employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #entry