Mindlance · 2 months ago
Document Control Records Management - Content Strategist - Mid-Level
Austin, TX
Full-time
Onsite
Entry, Mid Level
2+ years expMindlance is a company focused on providing specialized relationships to support clients' unique needs. The Sr. Specialist of Retail Proposal Service will collaborate with business development officers to create compelling proposals for high-net-worth clients, ensuring a world-class service experience.
Human Resources
Responsibilities
Collaborating with partners at all levels throughout the organization
Build a strong understanding of clients investor segments, services, products and offerings including key opportunities in the marketplace
Lead efforts to develop compelling written proposals and storylines by working closely with field representatives and cross-functional partners to win business from high and ultra-high-net-worth clients and prospects
Excellent verbal and written communications skills including the ability to distill complex information and develop recommendations
Working collaboratively under the SWA BDO's direction, the Sr. Specialist utilizes content slides and attaches portfolio analysis reports to support the proposal process
Qualification
Required
Bachelor's degree with 2+ years relevant experience
A client-centric focus that keeps clients in the forefront of decisions and connects plans and actions to our purpose of serving investors and branch network personnel
Excellent verbal and written communications skills including the ability to distill complex information and develop recommendations
Detail-oriented with superior organization and project management skills and the ability to multi-task and work efficiently to meet deadlines on an independent basis
Knowledge of client products and services across organizations
Demonstrated experience building relationships and working with cross-functional teams
Superior written and verbal communication skills, including being able to synthesize data, develop cohesive business cases and recommendations, influence partners and create and deliver compelling storylines
Strong problem-solving skills
Preferred
2+ years in marketing communications, product/program management, sales operations or client experience preferred
Financial Services industry experience is preferred
Company
Mindlance
Mindlance is a Staffing and Recruiting company which provides multi-vertical staffing services
1001-5000 employees
H1B Sponsorship
Mindlance has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (71)
2024 (53)
2023 (37)
2022 (72)
2021 (36)
2020 (40)
Funding
Current Stage
Late StageLeadership Team
R
Rajat Paul Dhall
Co-Founder & Managing Director
V
Vik Kalra
Co-Founder and Managing Director
Recent News
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