Retail Proposal Service Content Specialist

Overview

Aquent is partnering with a leading financial services organization dedicated to providing world-class wealth management experiences that drive significant growth and client satisfaction. This organization focuses on resolving complex client needs, winning and retaining valuable assets, and maintaining robust firm risk management. They are committed to delivering differentiated services that empower investors and partners alike.

We are seeking a highly motivated and detail-oriented professional to join a specialized team focused on supporting business development efforts. In this pivotal role, you will be instrumental in crafting compelling proposals and presentations that secure high-value business opportunities. Your expertise will directly contribute to expanding the client base and enhancing the organization’s reputation for exceptional service. If you thrive in a collaborative environment and are passionate about creating impactful financial solutions, this is an exciting opportunity to make a tangible difference.

**Here’s how you’ll make an impact:**

* Collaborate with diverse internal partners, including those in network development, marketing, wealth services, and strategic wealth groups, to gather essential information and insights.
* Develop a deep understanding of investor segments, service offerings, and products, identifying key market opportunities.
* Lead the creation of persuasive written proposals and narratives, working closely with field representatives and cross-functional teams to attract and secure high-net-worth and ultra-high-net-worth clients.
* Manage and format presentation content, ensuring clarity, quality, and alignment with business objectives to engage stakeholders effectively.
* Utilize content slides and integrate portfolio analysis reports to support and enhance the proposal process.

**Must-Have Qualifications:**

* Bachelor’s degree with 2+ years of relevant professional experience.
* A client-centric approach, consistently prioritizing client needs and aligning actions with the purpose of serving investors and internal partners.
* Superior written and verbal communication skills, with the ability to distill complex information, develop cohesive business cases and recommendations, influence partners, and create compelling storylines.
* Demonstrated experience in building strong relationships and working effectively within cross-functional teams.
* Exceptional organizational and project management skills, with a keen eye for detail, and the ability to efficiently multi-task and meet deadlines independently.
* Strong problem-solving capabilities.
* Ability to learn quickly and thrive in a complex, dynamic environment.
* Outstanding interpersonal skills, including the ability to collaborate effectively with a diverse range of partners, a proactive “can-do” attitude, and high adaptability.

**Nice-to-Have Qualifications:**

* 2+ years of experience in marketing communications, product/program management, sales operations, or client experience.
* Prior experience within the financial services industry.
* Knowledge of financial products and services across various organizational functions.

**About Aquent Talent:**
Aquent Talent connects the best talent in marketing, creative, and design with the world’s biggest brands.
Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. More information on our awesome benefits!
Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We’re about creating an inclusive environment—one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.