Proposal Writer

U.S. Bank

Charlotte (NC)

Hybrid

USD 67,000 - 78,000

Full time

5 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
Life insurance (basic/optional)
Short-term and long-term disability
Pregnancy disability and parentalLeave
401(k) and retirement plan
Paid vacation
Paid holidays
Adoption assistance
Sick and Safe Leave

Job summary

U.S. Bank is seeking a skilled writer and project lead for the Asset Management Sales Enablement team. You will develop customized responses to RFPs/RFIs and create client materials under tight deadlines, partnering with BDOs, RMs, and subject matter experts to deliver high-quality work.

The role involves managing multiple projects with varied turnaround times, contributing to broader sales enablement initiatives, and ensuring accuracy in complex investment concepts for institutional clients.

Qualifications

  • Bachelor's degree in Communications, English, Journalism, Marketing or related field, or equivalent work experience.
  • Two to three years of business writing experience in sales support, proposal generation, marketing, communications, publishing or print media.

Responsibilities

  • Develop high-quality responses to requests for proposals (RFPs), requests for information (RFIs), and other client-facing materials under tight deadlines.
  • Create presentations, due diligence materials, and other ad hoc documents for prospective and existing clients.
  • Collaborate with BDOs, RMs, subject matter experts, and cross-functional teams to deliver timely, accurate materials.

Skills

Business writing
Proposal writing
Content development

Education

Bachelor's degree or equivalent

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

This position is part of the U.S. Bancorp Asset Management Sales Enablement team and plays a critical part in supporting business development officers (BDOs) and relationship managers (RMs) in the acquisition and retention of institutional investment management business. The position is primarily responsible for developing high-quality, customized responses to requests for proposals (RFPs), requests for information (RFIs), and other client-facing materials under tight deadlines. Additional responsibilities include creating presentations, due diligence materials, and other ad hoc documents for prospective and existing clients.

The successful candidate is a strong writer, project manager, and collaborator who can effectively partner with BDOs, RMs, subject matter experts, and cross-functional teams across U.S. Bank. This individual must be able to manage multiple projects independently, adhere to detailed client specifications, and deliver high-quality work within turnaround times ranging from one day to a few weeks. The role also contributes to broader sales enablement and strategic business development initiatives across the firm.

Basic Qualifications
  • Bachelor's degree in Communications, English, Journalism, Marketing or related field, or equivalent work experience
  • Two to three years of business writing experience in sales support, proposal generation, marketing, communications, publishing or print media
Preferred Skills/Experience
  • Financial services experience, preferably within asset management, investment management, or institutional investing.
  • Ability to quickly develop an understanding of complex products, investment strategies, and technical concepts and communicate them clearly and accurately.
  • Strong interviewing and communication skills, with the ability to engage subject matter experts and gather information needed to address client requirements.
  • Experience developing customized proposals, presentations, and other sales support materials.
  • Proficiency with proposal management platforms and the ability to quickly learn and adapt to new technologies and tools.
  • Advanced skills in Microsoft Office applications, particularly Word, Excel, and PowerPoint.
  • Excellent organizational and project management skills, with a strong eye for detail, formatting, and presentation quality.
  • Proven ability to prioritize competing deadlines, manage multiple projects simultaneously, and perform effectively in a fast-paced environment.
  • Collaborative mindset with the ability to build strong working relationships across teams while maintaining ownership and accountability for deliverables.

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $66,640.00 - $78,400.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

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