Job Information
Raymond James Financial, Inc. RFP Writer & Analyst in St. Petersburg, Florida
Description
Job Summary :
Under general supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors (FA’s) in the development and completion of Requests for Proposal issued by clients and prospective clients. Leads defined work or projects of moderate scope and complexity. Resolves or recommends solutions to complex problems. Requires extensive contact with internal and external customers to provide formal written proposals for Institutional Consulting and Retirement Plans.
Essential Duties and Responsibilities :
Prepares proposals by determining concept; gathering and formatting information; writing drafts; obtaining approvals.
Determines proposal concept by identifying and clarifying opportunities and needs; studying requests for proposal (RFPs); attending strategy meetings.
Meets proposal deadline by establishing priorities and target dates for information gathering, writing, review, and approval; entering and monitoring tracking data; coordinating requirements with contributors; contributing proposal status information to review meetings; transmitting proposals.
Gathers proposal information by identifying sources of information; coordinating submissions and collections; identifying and communicating risks associated with proposals.
Develops proposal by assembling information including project nature, objectives/outcomes/deliverables, implementation, methods, timetable, staffing, budget, standards of performance, and evaluation; writing, revising, and editing drafts including executive summaries, conclusions, and organization credentials.
Prepares presentation by evaluating text, graphics, and binding; coordinating printing.
Maintains quality results by using templates; following proposal-writing standards including readability, consistency, and tone; maintaining proposal support databases.
Obtains approvals by reviewing proposal with key providers and project managers.
Improves proposal-writing results by evaluating and re-designing processes, approach, coordination, and boilerplate; implementing changes.
Updates job knowledge by participating in educational opportunities; maintaining personal networks.
Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Qualifications
Knowledge of :
Fundamental concepts, principles and practices of the securities industry and managed investment solutions and products.
Economic and accounting principles and practices, the financial markets, investments and insurance based products.
Concepts and regulations related investment advisory & retirement plans.
Skill in :
Presentation skills, written communication, graphic design skills, technical documentation and layout skills.
Operating standard office equipment and using required software applications to produce presentations, correspondence, electronic communication and maintain spreadsheets and databases.
Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
Detailed orientation to ensure quality standards are met without impairing workflow.
Following-up to ensure resolution and completion of tasks.
Ability to :
Read and interpret technical and legal documents, and apply the information as appropriate.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Use oral and written communication skills sufficient enough to interact effectively with and guide Financial Advisors through the “Request for Proposal” process.
Identify areas where process improvement may be necessary and follow through to see them implemented
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Work independently as well as collaboratively within a team environment.
Educational/Previous Experience Requirements :
- Bachelor’s Degree (B.A.) in a related field with a minimum of three (3) years of experience in the financial, retirement and/or estate planning fields or experience with marketing these services.
or
- Any equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications :
- Ability to obtain required licenses, SIE, Series 7 license, Series 66 license, Chartered Retirement Plan Specialist (CRPS) and the Accredited Investment Fiduciary (AIF) Designation, within one (1) to three (3) years of hire, to be determined by management.
Job: Product Management
Primary Location: US-FL-St. Petersburg-Saint Petersburg
Organization Private Client Group
Schedule Full-time
Job Shift Day Job
Travel Yes, 5 % of the Time
Req ID: 2401598