RFP Writer

Wellington Management; Boston (MA); Hybrid; USD 52,000 - 121,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing

Commuter program

Job summary

Wellington Management is seeking an RFP Writer to support the completion of prospect proposals, client questionnaires, and other strategic client deliverables. The role collaborates with product, client-facing teams, and SMEs to articulate investment capabilities to clients and prospects.

The position emphasizes high-quality writing, tight deadlines, and cross-functional teamwork within a hybrid office environment. Prior exposure to RFP tools like Qvidian is valued.

Qualifications

• Strong academic credentials and 1-4 years of professional experience in either investment management or marketing communications.
• Excellent investment writing, quantitative, and communication skills, as well as strong attention to detail.
• Independent self-starter, team player, able to manage multiple assignments and meet deadlines.
• Proficiency with Microsoft Word and Excel; familiarity with Qvidian is a plus.
• MBA or CFA, or progress toward these qualifications is a plus.

Responsibilities

• Write, coordinate, edit, and proofread fixed income questionnaires, working with subject matter experts across the firm.
• Assist with content from Investment Products & Strategies to create and refine product-related questionnaires.
• Maintain up-to-date product content in Qvidian (internal content library).
• Collaborate with Investment Products & Strategies and Global Relationship Group to understand reporting needs and guidelines for marketing and client reporting.
• Support the development of standard materials for the product suite and assist during peak periods.
• Serve as an internal subject matter expert to CRS colleagues.

Skills

Investment writing

Quantitative skills

Communication

Deadline management

MS Word

MS Excel

Qvidian

MBA progress

Education

MBA

CFA progress

Tools

Qvidian

Job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long‑term view that aligns our perspectives with those of our clients.

The Company

Tracing its roots to the founding of the Wellington Fund in 1928, the original Wellington Management Company was incorporated in 1933. Wellington Management serves an extremely diverse mix of institutional investors located in over 60 countries. Our clients include public funds, central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors — both defined benefit and defined contribution — and many other types of institutions.

Wellington Management does not engage in any business other than managing money on behalf of our clients. Our mission is to exceed the investment objectives and service expectations of our clients worldwide, and by doing so, ensure the viability of the firm. In addition, we seek to be a leader, an innovator, and a symbol of integrity in the investment management business. As a private partnership whose sole business is investment management, our long‑term views and interests are aligned with those of our clients.

We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject‑matter expertise.

Overview

The Global RFP Team is seeking an RFP Writer to support the completion of prospect proposals, client questionnaires, and other strategic client deliverables. The team is responsible for producing high‑quality RFPs (Requests for Proposals), RFIs (Requests for Information), DDQs (Due Diligence Questionnaires) that support both business development and client servicing efforts. Through close partnership with product teams, client‑facing teams, and subject matter experts across the firm, the RFP Writer plays a critical role in articulating Wellington's investment capabilities to clients and prospects. These deliverables help win new business, meet the complex reporting and due diligence requirements of existing clients, and ensure the firm's investment solutions are represented accurately, clearly, and consistently. The delivery of thoughtful, well‑crafted questionnaires is a key component of both the sales process and ongoing client relationship management.

Responsibilities

• Write, coordinate, edit, and proofread fixed income questionnaires, working with subject matter experts across the firm
• Work with Investment Products & Strategies to create, edit, and refine product‑related questionnaires content
• Maintain up‑to‑date product content in Qvidian (internal content library)
• Partner with Investment Products & Strategies and our Global Relationship Group to understand the fundamentals of our approaches, the general reporting needs of our clients invested in those approaches, and the guidelines which govern our activities related to marketing and client reporting
• Collaborate on all standard materials for assigned product suite; willingness to pitch in as needed during peak periods
• Serve as an internal subject matter expert to the other roles within CRS

Qualifications

• Strong academic credentials and 1-4 years of professional experience in either investment management or marketing communications
• Excellent investment writing, quantitative, and communication skills, as well as strong attention to detail
• The individual must be an independent self‑starter, a team player, and able to work on multiple assignments and complete high‑quality work against strict and competing deadlines that are dictated by prospects, consultants, and clients
• The position requires extensive use of internal and external systems and databases, and proficiency with Microsoft Word and Excel. Familiarity with Qvidian's RFP tools will be viewed favorably
• A positive, collegial attitude and a high level of professionalism are essential
• An MBA or CFA, or progress toward these qualifications is a plus

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail].

Benefits

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

EUR 45,000-105,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.

Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back‑up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.