1+ months

Sr. RFP Writer - VP

New York, NY
  • Primary Location: United States,New York,New York
  • Other Location: United States,Massachusetts,Boston
  • Education: Bachelor's Degree
  • Job Function: Institutional Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 18040072


About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citis Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients and the publics trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

About RFP Team

The RFP Team sits within the Sales organization of the Prime, Futures and Securities Services (PFSS) business. PFSS is the combination of Global Custody Fund Services, Agency Lending, Prime Finance, Delta One, Futures, OTC Clearing, Collateral Management and Direct Custody and Clearing businesses. The RFP team provides sales support coverage across all PFSS products globally.

This particular role directs the creation and timely delivery of complex, high quality responses to prospective client proposals that best articulate how our solution can add value for our prospective clients. The RFP Writer ensures information is consistent with business objectives and strategic messaging. The RFP Writer must work closely with Sales to understand clients key business needs and collaborate with a cross-section of internal partners from product, sales, marketing, and other relevant subject matter experts to draft and package bids that are both compelling and accurately reflect our service capabilities. 

Key Responsibilities:

RFP Team Writer provides drafting and delivery of crucial sales support to the Investor Services sales and service teams in the form of Request for Proposal RFP and Due Diligence Questionnaire DDQ completion, pitch book support, and other critical sales support assistance. RFP Writer is responsible for contributing to both content library, as well as identifying opportunities for quality and process improvements. The RFP Writer must ensure quality and consistency of all projects they work on. Key duties will include:
Respond to variety of assignments across Investor and DCC business, including RFPs, RFIs, consultant questionnaires, Due Diligence Questionnaires, and other project deemed necessary to support sales efforts
Coordinate planning sessions with sales, product management, operations, subject matter experts, and senior management to gain understanding of the prospect and how to best position the RFP response
Meet proposal deadlines by establishing priorities and target dates and managing to them effectively
Request all information from Sales/CE, Product, Operations, Technology, Legal, Risk, Compliance, etc., as required for proposal preparation
Coordinate all information in format requested in RFP and according to Company standards
Re-write/edit information received from other departments. Ensure information meets requirements of RFP
Maintain and leverage standard content throughout the drafting process; update as necessary
Facilitate key review meetings / final document review; provide reusable content to database manager for retention in the content management system.
Balance a wide-variety of sales and team projects
Participate in other projects at the direction of RFP Team Manager


Ability to multi-task, and maintain composure and productivity in a high-stress environment
Strong verbal and written communication skills
Ability to communicate and influence across teams
Proven project management and organizational skills
Flexibility, creativity, and excellent attention to detail
Proficiency in MS WORD/Excel/PowerPoint
Manages Risk and Control
Drives and delivers results
Uses sound judgment
Innovates and suggests change when sees opportunities for improvement


BA or BS Degree
5+ years of experience in the Financial Services Industry, preferably as an RFP writer, sales support and/or marketing professional
Strong knowledge of the Investor Services and/or traditional asset manager business
Strong computer skills with MS Word, Outlook, Excel and PowerPoint
Proven communications and project management skills
Qvidian database knowledge preferred


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Sr. RFP Writer - VP

New York, NY

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