Marketing Operations Manager, Vestwell
RFP Database Manager
$90-125k
Salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired
Digital recordkeeping platform for 401(k) plans
Open for applications
Digital recordkeeping platform for 401(k) plans
201-500 employees
Open for applications
$90-125k
Salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired
201-500 employees
Company mission
To make managing retirement investments cheaper, simpler and safer.
Role
Who you are
- We are seeking a highly organized and detail-oriented individual to join our team as a Marketing Operations Manager (RFP Database Manager)
- The ideal candidate will have a strong background in RFP database management, exceptional organizational skills, and a keen eye for detail
- Bachelor's degree in creative writing, communications, journalism, English, finance, business, or a related field. MBA or advanced degree preferred
- 5-7 years of proven experience in database management and/or RFP writing, with at least 2 years of database management in an RFP role required
- Familiarity with RFP database tools and software, specifically Responsive, Qvidian, and other similar tools is required
- Strong organizational skills, attention to detail, and the ability to manage multiple projects simultaneously
- Excellent written and verbal communication skills
- Ability to work effectively with cross-functional teams, including sales, marketing, and product development
- Strong project management skills and the ability to prioritize tasks effectively
- Experience in technical writing, editing, and content development required
What the job involves
- This role is crucial in managing and maintaining our RFP database and repository of responses
- In this role, you will write, develop, maintain, and manage high-quality, compelling, accurate, and insightful content on the firm's products and services
- You will also coordinate and oversee the completion of advisor/consultant databases and due diligence questionnaires, as needed and assigned
- The Marketing Operations Manager (RFP Database Manager) will be responsible for developing the strategy, processes, and recommendations for the continuous improvement of our RFP response library
- This role ensures that all content is accurate, up-to-date, and easily accessible to support the business development and sales teams in crafting compelling proposals
- Manage and Maintain RFP Database: Oversee the organization and updating of the RFP response library, ensuring all content is current and relevant. Create a content management calendar, to ensure content is always accurate and up to date
- Content Development: Collaborate with subject matter experts to develop and refine responses to RFPs, RFIs, and DDQs
- Quality Assurance: Ensure all responses are accurate, consistent, and align with the company's messaging and branding. Continuously source new responses from RFPs and ensure that any new content provided by SMEs is in the database. As needed, complete peer reviews on in-progress RFPs
- Database Optimization: Implement best practices for database management to improve efficiency and accessibility of information. Partner with the database vendor to ensure effective use of the tool. Implement new functionality, as needed
- Training and Support: Provide training and support to team members on how to effectively use the RFP database tool. Mentor team members on content sourcing and overall response knowledge
- Reporting: Generate reports on database usage and effectiveness, identifying areas for improvement, including expired, stale, or unused content. Archive content as needed
- Project Work: Assist with database upgrades, new features, and beta testing, as needed. Assist with and lead additional projects, including responding to RFPs, as needed or assigned. This role may evolve over time to include other responsibilities including peer reviews, team quality reviews, and other related activities
Application process
- It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well
- Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer
Our take
The current landscape of 401(k) retirement plans is stagnant in comparison to the standards of financial software innovation. Vestwell offers a digital record-keeping platform that works directly with wealth management firms to help workplaces save money on their employee retirement plans. Vestwell does this by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution and benefit programs.
The startup faces competition from legacy players such as Boston-based Fidelity Investments who currently keep track of almost $2 trillion in assets in the industry. Furthermore, Empower also focuses on advisor-friendly and customized web tools and functionality, presenting further competition to Vestwell.
Despite this, Vestwell is uniquely positioned to disrupt the stagnant 401(k) system, a stance only strengthened by its substantial rounds of funding through the 2020s. This has been invested into expanding platform functionality and servicing for its partners and clients, releasing two new products in September 2022 - Vestwell Flex and a TPA portal. These additions will make Third Party Administration partnerships more efficient for Vestwell customers, streamlining the recordkeeping systems necessary for such actions. Continued product updates like these will help Vestwell keep pace with its substantial competition.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 5 rounds)
Dec 2023
$125m
SERIES D
Jul 2021
$70m
SERIES C
Total funding: $237.5m
Company benefits
- We’re a growth stage startup with lots of exciting milestones ahead
- We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy
- We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them
- We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!
Company values
- Act like an owner - As a mission-driven company, we value our team members and prioritize employee ownership. We believe in creating an environment where each Vestweller feels empowered to support closing the retirement savings gap across the country
- Look for the better way - At Vestwell, you’ll be continuously challenged to find better solutions to address industry norms. We are on the road to revolutionizing workplace savings programs and look to our team of innovators to lead the way
- Embrace the difficult - Vestwell is on a mission to do great things, and the only way to get there is by taking on some incredibly complex challenges. We believe in embracing the difficult to ensure the largest positive impact for our industry, clients, and partner
- Help me, help you, help us - We build relationships based on trust, equality, respect, and support. Our unique blend of diverse perspectives allows us to grow authentically while sharing a common connection to our goals, mission, and vision
Company HQ
Garment District, New York, NY
Articles
Leadership
Aaron Schumm
(CEO)Studied Finance at GIES College of Business and then received an MBA from Duke. Head Equity Research at financial advisory firm Dillon Scott Securities, Product Manager at Fiserv, VP of Product Marketing at Citi.
People progressing
Joined as SVP Finance & HR in August 2017. Was made CFO in January 2020.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 8 more jobs at Vestwell