Group Retirement RFP Writer (HYBRID OR REMOTE)

Group Retirement RFP Writer (HYBRID OR REMOTE)

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.

Equitable’s Request for Proposal (RFP) Team is in search of an RFP Writer to play an integral role in business development and client service efforts through the preparation of proposals in response to RFPs, RFIs and other due diligence requests for Equitable’s Group Retirement 403(b), 457(b), 401(a), and 401(k) products. The Writer will work with multiple internal and external subject matter experts and contribute to the new business development process through well-written and effective responses. The Writer will be responsible for the following:

What You’ll Be Doing

• Demonstrate an understanding of Equitable’s employer-sponsored products and services
• Work on multiple projects simultaneously to meet strict deadlines
• Write clear, concise, and accurate responses by customizing available content
• Prepare responses that speak to the intended audience
• Collaborate with various departments throughout the firm to obtain answers, develop new language, and obtain needed information, including but not limited to legal, operations, customer service, product management, and marketing
• Edit final documents to reflect a customized response for the specific opportunity while maintaining consistency and quality of key messages
• Coordinate production of final proposals (formatting, technical editing, and reproduction)
• Submit final proposals, electronically or by print
• Utilize and periodically update third-party databases consisting of answers and information necessary to respond to RFP and RFI questions
• Follow-up on status of submitted proposals
• Enter bid details into tracking database and update each case as changes occur
• Demonstrate a full understanding of different group retirement products

This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Charlotte, NC; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.

The base salary range for this position is $70,000 - $85,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program

What You Will Bring

• A Bachelor’s degree is required. Preferred majors include Finance, Economics, Business, English, Communications, or Journalism
• 5 years of experience in business writing, proposal support, or financial client services
• Ensure proposals are error-free and compliant
• Time management: Juggle multiple concurrent deadlines in a high-pressure, fast-paced environment
• Comfort in working with Subject Matter Experts (SMEs), legal teams, and senior executives to gather and refine content
• Must be able to critically review and edit drafts for consistency and tone

Skills

Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.

Communicating for Impact: Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and ideas to influence others in various situations.

Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.

Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

About Equitable

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.

**********

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.