PTMA Financial Solutions · 1 month ago
Strategic Financial Technical Writer
Naperville, IL
Full-time
Hybrid
Mid, Senior Level
$75K/yr - $95K/yr
5+ years expPTMA Financial Solutions provides treasury and liquidity management services to public sector entities and financial institutions. They are seeking an experienced RFP professional to lead the development of customized responses for investment services, enhancing their competitive positioning in business development.
Responsibilities
Lead the development and execution of customized RFP, RFI, and DDQ responses for investment advisory, LGIP, and other public-sector-focused services
Manage and continuously improve PTMA’s RFP content library and proposal templates to ensure consistency, accuracy, and competitive positioning
Collaborate with marketing, sales, investment, legal, and compliance teams to tailor responses and ensure technical and regulatory accuracy
Drive quality control, version management, and on-time delivery of all proposal materials
Track and report on proposal pipeline and win/loss trends to inform future strategy
Qualification
Required
Bachelor's degree in business, finance, communications, or a related field
Minimum 5 -7 years of experience responding to RFPs within investment management or financial services, with direct experience supporting institutional or public sector clients
Advanced writing, editing, and proofreading skills with strong attention to detail
Demonstrated understanding of investment products, including separately managed accounts, LGIPs, fixed income, and public finance services
Strong project management and organizational skills; ability to juggle multiple priorities under tight deadlines
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); experience with RFP content databases required
Collaborative and professional communication style, with the ability to engage senior stakeholders and subject matter experts
Self-directed, resourceful, and proactive in solving challenges and elevating the firm's competitive positioning
Preferred
Expedience experience strongly preferred
Benefits
Medical, dental, and vision coverage
A 401(k) plan with company match
Generous paid time off (PTO)
12 paid holidays
Dedicated volunteer time off (VTO) to support community engagement
Paid maternity and paternity leave
Tuition reimbursement for continued education
Supplemental insurance options such as accident and critical illness coverage
Hybrid flexibility
Company
PTMA Financial Solutions
PTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector.
Denver, Colorado, US
201-500 employeesFunding
Current Stage
Growth StageCompany data provided by crunchbase