Citi Group Citi Wealth - Investment Sales Lead C13/VP 

United States, New York, New York 

318796270

Role & Responsibilities:

• Write high quality RFPs that are compelling to read, client-focused and accurately reflect our wide range of product offerings across our global institutional and retail channels.
• Partner with stakeholders to determine request priorities and deadlines.
• Coordinate content from various sources and collaborate with stakeholders/Subject Matter Experts to develop new content as needed.
• Build an understanding of CGWI & CPB’s various client archetypes and their differing needs and levels of sophistication, to tailor responses within proposals for the target audience
• Understand and write clear, concise responses regarding our investment processes, financial solutions, banking products and services.
• Ensure consistent tone and product messaging.
• Assist with the development and maintenance of the firm’s RFP library and sample RFP modules; and maintain content within the firm’s database.
• Assist the creation of RFP tracking and reporting; and maintain reporting data.
• Assist with other projects as needed.

Qualifications:

• 5-10+ years of relevant institutional RFP writing experience for Multi-Asset Class, Fixed Income and Equity products preferred.
• BA/BS degree required. MBA a plus.
• Financial market awareness and understanding of basic banking and financial concepts.
• Outstanding written and verbal communication skills.
• Must work well in a team environment, excellent interpersonal skills to engage senior professionals and liaise with global teams across the firm.
• Strong attention to detail and adherence to protocols.
• Flexibility to work on competing priorities and the ability to work under pressure to meet tight deadlines.
• Microsoft Office Suite - Word, PowerPoint, Excel and Outlook (intermediate/advanced skills); Qvidian

Anticipated Posting Close Date:

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