RFP Writer

Wellington Management; Boston (MA); Hybrid; USD 45,000 - 105,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental

Vision

Pharmacy coverage

Health savings account

Flexible spending accounts and commut

Employee assistance program

Life and disability insurance

Tuition/CFA reimbursement

Paid time off

Paid holidays

Volunteer

Sick and vacation time

Job summary

Wellington Management is seeking a skilled RFP Writer to support the completion of prospect proposals, client questionnaires, and other strategic client deliverables. You will work closely with product teams, client-facing groups, and subject matter experts to articulate Wellington’s investment capabilities to clients and prospects.

You will write, edit, and coordinate responses, while maintaining content in Loopio and leveraging firm tools and AI to deliver high-quality materials.

Qualifications

• 1+ years of relevant investment industry experience is preferred.
• Strong writing and communication skills with high attention to detail.
• Strong quantitative and technical skills, with the ability to leverage Excel, Python, and other analytical tools to support deliverables and efficiency gains.
• A positive, collegial attitude and a high level of professionalism are essential.
• Independent self-starter and a team player able to work on multiple assignments against strict and competing deadlines.
• Experience with content management third party software such as Loopio, Responsive, Rocket Docs, etc. is a plus.

Responsibilities

• Writing, coordinating, editing, and proofreading RFPs and RFIs, partnering with subject matter experts and client-facing teams across the firm.
• Developing and maintaining content in Loopio and proposing enhancements to existing responses.
• Leveraging firm tools and AI to draft and deliver high-quality questionnaire responses.
• Supporting the development, maintenance, and governance of content used across RFPs, RFIs, and other client-facing materials.
• Support the completion of quantitative aspects of RFPs and RFIs by retrieving, validating, and organizing data from internal sources using Excel and other firm tools.
• Building deep cross-functional relationships across the firm to support global client and business development initiatives.

Skills

Writing

Communication

Attention to detail

Excel

Python

Independent self-starter

Team player

Loopio

Tools

Loopio

Responsive

Rocket Docs

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.

About The Role

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

• Writing, coordinating, editing, and proofreading RFPs and RFIs, partnering with subject matter experts, product teams, and client‑facing teams across the firm. This includes, but is not limited to:
• Developing and maintaining content in our content management tool, Loopio, as well as proposing enhancements to existing responses
• Leveraging firm tools and AI to draft and deliver high‑quality questionnaire responses
• Supporting the development, maintenance, and governance of content used across RFPs, RFIs, and other client‑facing materials
• Support the completion of quantitative aspects of RFPs and RFIs by retrieving, validating, and organizing data from a variety of internal sources using Excel and other firm tools.
• Building deep cross‑functional relationships across the firm, gaining exposure to investment products, client servicing, sales, and content strategy. Build strong foundation for career growth, given the breadth of partnerships and visibility gained through supporting global client and business development initiatives.

Qualifications

• 1+ years of relevant investment industry experience is preferred
• Strong writing and communication skills with high attention to detail
• Strong quantitative and technical skills, with the ability to leverage Excel, Python, and other analytical tools to support deliverables and efficiency gains
• A positive, collegial attitude and a high level of professionalism are essential
• Individual must be an independent self‑starter and a team player able to work on multiple assignments against strict and competing deadlines
• Experience with content management third party software such as Loopio, Responsive, Rocket Docs, etc. 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.

• retirement plan
• health and wellbeing
• dental
• vision
• 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
• 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.