Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

RFP Sales Writer - Institutional Advisors

$57k - $87k

Keybank, National Association

Job Title Support KPB's Institutional Advisor team through the identification and production of client-facing materials and organization of sales support for Segment and Field sales professionals in order to grow KPB's Institutional investment revenue. Essential Job Functions: Create content, edit, and publish projects such as responses to requests for proposals, new business and/or product presentations, pitch books, and collateral materials within established deadlines to support the KPB Institutional Advisor team. Responsible for the final production of RFP responses, including copying, binding and shipping by appropriate deadlines. Research and ensure accuracy of written content. Support the Director of Institutional Sales with internal/external wholesaling activities. Support the Director of Institutional Sales with client experience and prospect vetting initiatives. Work collaboratively with Segment and Field Sales Professionals and other appropriate personnel for each project assigned. Independently provide editing, publishing, and graphic design to ensure a professional looking and effective proposal within the guidelines submitted by the client or prospect. Independently maintain a repository of RFP responses. Independently track production workflows and assigned projects. Contribute to and coordinate KPB Institutional Advisor event planning initiatives. Required Qualifications: Minimum of two years' experience in supporting and enabling business, commercial, or institutional investment sales teams. Demonstrated professional skills in writing, editing, graphics and production of print, and related media. Strong written and oral communication skills with the ability to articulate clearly the department vision, strategy, and expectations. Strong organizational and interpersonal skills with the ability to interact effectively with external and internal clients, subject matter experts, including executive managers. Ability to manage multiple projects simultaneously with strict adherence to deadlines and competing priorities. Microsoft Office skills, especially Access, PowerPoint, Word, and Excel. Preferred Qualifications: Bachelor's Degree - Journalism, English, Public Relations, Communications, Marketing, Business, or related field Minimum of 2 years' experience as a professional writer/editor in a communications department, marketing department, advertising firm, or similar environment. Competence with trust/investment management, commercial banking, operating fund and charitable plan client needs. Client consultation/advocate background. Compensation and Benefits: This position is eligible to earn a base salary in the range of $57,000.00 - $87,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing View email address on click.appcast.io. KeyCorp

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the RFP Sales Writer - Institutional Advisors in Cleveland, OH vacancy
  •  ...of our clients across various industries, including educational institutions, commercial buildings, government, and healthcare facilities....  ...SOQ), Request for Qualifications (RFQ), Request for Proposals (RFP), and presentations Reviews and interprets solicitation documents... 
    Suggested
    Contract work
    Work at office
    Flexible hours
    Night shift

    The Brewer-Garrett Company

    Cleveland, OH
    a month ago
  • $156.37k - $273.6k

     ...globally recognized, award-winning financial institution that has been in continuous operation...  ...exceptional service.SENIOR PORTFOLIO ADVISOR, WEALTH MANAGEMENTOH: R155148Position manages...  ...activities. Effectively partners with sales and relationship management team to win... 
    Suggested
    Work experience placement
    H1b
    Local area
    Flexible hours

    Northern Trust Corp.

    Cleveland, OH
    3 days ago
  • $108.78k - $184.97k

     ...globally recognized, award-winning financial institution that has been in continuous operation...  ...and exceptional service.**BANKING ADVISOR****OH: R148779**Responsible for developing...  ...* Skills in negotiation, leadership and sales are necessary to develop the client and... 
    Suggested
    Flexible hours

    Northern Trust Corp

    Cleveland, OH
    2 days ago
  • $75k - $150k

     ...their unique goals. This is a consultative sales role with an expectation to promote our...  ...with our client to serve as the main advisor for their wealth management needs* Discuss...  ...as needed and consult mid-market institutional clients* Coordinate the creation of detailed... 
    Suggested

    Manning & Napier, Inc

    Cleveland, OH
    2 days ago
  • ## Financial Advisor - Greater Cleveland AreaApplylocations: Remote-OHtime type: Full timeposted...  ...with financial professionals and institutions to make it possible for more people to...  ...Financial Advisor.* A proven and successful sales track record.* Must have an active FINRA... 
    Suggested
    Local area
    Immediate start
    Remote work

    Corebridge Financial, Inc.

    Cleveland, OH
    5 days ago
  • Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in our west territory of Ohio. You will have the opportunity to work...  ...financial services personnel. Conduct training and sales meetings with assigned partnerships. Stay current and... 

    Dollar Bank, FSB

    Cleveland, OH
    20 hours ago
  • Parts Coordinator The Parts Coordinator is responsible for managing inventory of all parts, material, tools, and equipment. Primary day-to-day activities will include processing requisitions submitted by Service Technicians for parts, materials, tools, and equipment...
    Temporary work
    Work at office
    Flexible hours
    Shift work

    The Brewer-Garrett Company

    Cleveland, OH
    2 days ago
  • $94.4k - $293.8k

     ...client requirements. Serve as a trusted advisor to sell-side clients, partnering with...  ...scale transformation programs at sell-side institutions with a proven track record of successful...  ...to business development and sales efforts, including shaping client opportunities... 
    Live in
    Work at office
    Local area

    Accenture

    Cleveland, OH
    3 days ago
  • $108.78k - $184.97k

    Banking Advisor Responsible for developing new relationships for the Bank and broadening Wealth Management relationships of existing clients...  ...selling opportunities. Skills in negotiation, leadership and sales are necessary to develop the client and prospect relationships... 
    Flexible hours

    Crains Cleveland

    Cleveland, OH
    3 days ago
  • $12 per hour

     ...Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and...  ...and skills Bachelor's degree or equivalent work experience in sales and/or real estate 3+ years of mortgage lending and proven sales... 
    Work experience placement
    Local area
    Immediate start
    Relocation

    JPMorgan Chase

    Cleveland, OH
    3 days ago
  •  ...Job Title Sales Advisor Job Description Warby Parker is searching for a well-rounded Sales Advisor to help us deliver the best possible service to each and every one of our customers. In supporting our retail locations across the country and Canada, Advisors have... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Immediate start

    Warby Parker

    Cleveland, OH
    4 days ago
  • $76k - $141.1k

     ...support and mentorship during installation and maintenance processes, alongside other members of the Services team. Collaborate with the sales and customer service teams to identify customer training needs and develop customized training programs. Ensure customers are fully... 
    Temporary work
    Work experience placement
    Remote work
    Work from home
    Home office
    Flexible hours

    nVent

    Cleveland, OH
    2 days ago
  •  ...friendly language without sacrificing accuracy. Assist with creating and refining presentations, sales materials, and other business communications. Collaborate with writers, designers, and marketers to bring campaigns and creative ideas to life that support campaign... 
    Temporary work
    Local area

    CCM CrossCountry Mortgage, LLC

    Cleveland, OH
    1 day ago
  •  ...acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual...  ...to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence... 
    Temporary work
    Work experience placement
    Local area

    Aumni

    Cleveland, OH
    5 days ago
  • Counter Parts Person For A Commercial Trailer Company Interstate Utility Trailer was established in 1975 and has become one of the largest semi-trailer dealerships in North America. Our Indianapolis IN location is looking for a counter parts person. Do you have experience...
    Temporary work

    Interstate Utility Trailer

    Cleveland, OH
    1 day ago
  • $80k - $90k

     ...partners. Participate in closing calls, document negotiation, and serve as the main point of contact for debt and equity partners. Sales-oriented approach to developing materials and presenting deals. Team player who can also work independently. SKILLS & ABILITIES... 
    Temporary work
    For contractors
    Work at office
    Local area
    Remote work
    3 days per week

    NRP

    Cleveland, OH
    3 days ago
  • Avis Budget Group Job Opportunity $18.00/hour Shift Premium may Apply Immediately hiring! Do you enjoy working with automotive parts, staying organized, and supporting a fast-paced shop environment? If you're detail-oriented and interested in applying your automotive...
    Hourly pay
    Full time
    Part time
    Work at office
    Immediate start
    Remote work
    Flexible hours
    Shift work

    Avis Budget Group

    Cleveland, OH
    3 days ago
  • $146.3k - $326.04k

     ...fiduciary oversight, retirement plan advisor support, and thought...  ...presentations. • Contribute to sales and marketing efforts by...  ...drafting investment related RFP responses and presentation materials...  ...• Significant experience in institutional retirement plan investments,... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Cleveland, OH
    3 days ago
  • $18 - $22 per hour

     ...format signage is becoming more affordable and accessible for any size of business. What We Offer At Our Office Full training in our sales and materials knowledge. We provide a judgment free environment where employees are encouraged to learn and grow without any fear of... 
    Hourly pay
    Work at office
    Monday to Friday

    FASTSIGNS España

    Cleveland, OH
    13 hours ago
  • $65k - $168k

    PNC is seeking a Product Advisor II located in Cleveland, OH. This role involves leading the sales process for new products, engaging directly with clients to understand their needs and develop tailored solutions. Successful candidates should have at least 5 years of industry... 

    Dormont Manufacturing Co

    Cleveland, OH
    3 days ago
  • $65k - $168k

     ...opportunity to contribute to the company’s success. As a Product Advisor II within PNC’s Small Business Banking organization, you will be...  ...Description Represents one or multiple products as part of the sales process with the objective of closing new business opportunities... 
    Full time
    Temporary work
    Work experience placement
    Work at office

    Dormont Manufacturing Co

    Cleveland, OH
    3 days ago
  • $35 - $54 per hour

     ...participate as a member of the regional work team, collaborating with a diverse team of internal and external resources to include clinical, sales, and service partners. Coordinate project resources and tasks, enabling team members to focus on customer deliverables.* Perform all... 
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Immediate start
    Remote work
    Work from home
    Home office
    Work visa
    Relocation package
    Flexible hours
    Night shift
    3 days per week

    Philips International

    Cleveland, OH
    5 days ago
  •  ...acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual...  ...to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence... 
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase & Co.

    Cleveland, OH
    5 days ago
  • $20.67 - $31.25 per hour

     ...Cleveland, Ohio 44104 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities...  ...in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective... 
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Cleveland, OH
    5 days ago
  • $41.25k - $68.75k

     ...employment visas or participate in STEM OPT for this position. Job Description Acquire and deepen the branch customer base through proactive sales and service activities, manage the customer experience by identifying opportunities to improve the customer’s financial wellbeing,... 
    Full time
    Work experience placement
    Work at office
    Shift work

    PNC

    Cleveland, OH
    4 days ago
  •  ...Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor'... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Cleveland, OH
    1 day ago
  •  ...become a Retail Personal Banker I after completing a 9 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Cleveland, OH
    5 days ago
  •  ...financial services company in Cleveland is seeking a Senior Financial Advisor to partner with branch staff in providing tailored financial solutions to customers. The ideal candidate will have investment sales experience and necessary licenses, a strong ability to... 
    Flexible hours

    Huntington Bancshares, Inc.

    Cleveland, OH
    4 days ago
  •  ...PCG), and Consumer Brands Group (CBG). The successful candidate will have direct contact with customers, build relationships with the sales organization, and collaborate with finance colleagues of The Sherwin-Williams Company. Location This position is not hybrid/remote... 
    Full time
    Traineeship

    Sherwin-Williams

    Cleveland, OH
    1 day ago
  •  ...Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience...  ...experience as a Wealth Financial Advisor. Proven and successful sales track record. Active FINRA Series7 license and a Series63 and 65... 
    Immediate start

    The Variable Annuity Life Insurance Company

    Cleveland, OH
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to RFP Sales Writer - Institutional Advisors. Be the first to apply!