PMA
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Strategic Financial Technical Writer
role at
PMA
Base pay range $75,000.00/yr - $95,000.00/yr
PTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector, including more than 12,000 local governments, school districts, and other public entities. Over 1,000 financial institutions partner with us to strengthen communities nationwide. Our operations are headquartered in Denver, Colorado, and Naperville, Illinois, with additional offices throughout the United States.
We are looking for an experienced investment services Strategic Financial Technical Writer to join our team in the Naperville, Illinois office. This is a hybrid work opportunity (In‑office M/W/TH).
Position Summary We are seeking an experienced and strategic RFP professional to lead the development of high‑quality, customized responses to Requests for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs) for our public sector investment services. This role plays a key part in positioning PTMA’s capabilities in competitive processes and contributes to firm‑wide business development strategy.
The ideal candidate brings a strong command of investment products, exceptional writing skills, and experience working cross‑functionally with investment, compliance, and client‑facing teams. This role requires strategic thinking, excellent judgment, and the ability to manage competing priorities in a deadline‑driven environment.
Key Responsibilities
Lead the development and execution of customized RFP, RFI, and DDQ responses for investment advisory, LGIP, and other public‑sector‑focused services
Manage and continuously improve PTMA’s RFP content library and proposal templates to ensure consistency, accuracy, and competitive positioning
Collaborate with marketing, sales, investment, legal, and compliance teams to tailor responses and ensure technical and regulatory accuracy
Drive quality control, version management, and on‑time delivery of all proposal materials
Track and report on proposal pipeline and win/loss trends to inform future strategy
Qualifications & Skills
Bachelor’s degree in business, finance, communications, or a related field
Minimum 5‑7 years of experience responding to RFPs within investment management or financial services, with direct experience supporting institutional or public sector clients
Advanced writing, editing, and proofreading skills with strong attention to detail
Demonstrated understanding of investment products, including separately managed accounts, LGIPs, fixed income, and public finance services
Strong project management and organizational skills; ability to juggle multiple priorities under tight deadlines
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); experience with RFP content databases required; Expedience experience strongly preferred
Collaborative and professional communication style, with the ability to engage senior stakeholders and subject matter experts
Self‑directed, resourceful, and proactive in solving challenges and elevating the firm’s competitive positioning
Benefits PTMA offers a competitive salary range of $75,000 – $95,000 (DOE), with bonus eligibility. Benefits include medical, dental, and vision coverage, a 401(k) plan with company match, generous paid time off (PTO), 12 paid holidays, volunteer time off (VTO), paid maternity and paternity leave, tuition reimbursement for continued education, and supplemental insurance options such as accident and critical illness coverage. As a growing company with strong roots and a stable foundation, we offer a collaborative work environment, hybrid flexibility, and the opportunity to make a meaningful impact in communities nationwide.
Job Details
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Marketing, Public Relations, and Writing/Editing
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Strategic Financial Technical Writer
role at
PMA
Base pay range $75,000.00/yr - $95,000.00/yr
PTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector, including more than 12,000 local governments, school districts, and other public entities. Over 1,000 financial institutions partner with us to strengthen communities nationwide. Our operations are headquartered in Denver, Colorado, and Naperville, Illinois, with additional offices throughout the United States.
We are looking for an experienced investment services Strategic Financial Technical Writer to join our team in the Naperville, Illinois office. This is a hybrid work opportunity (In‑office M/W/TH).
Position Summary We are seeking an experienced and strategic RFP professional to lead the development of high‑quality, customized responses to Requests for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs) for our public sector investment services. This role plays a key part in positioning PTMA’s capabilities in competitive processes and contributes to firm‑wide business development strategy.
The ideal candidate brings a strong command of investment products, exceptional writing skills, and experience working cross‑functionally with investment, compliance, and client‑facing teams. This role requires strategic thinking, excellent judgment, and the ability to manage competing priorities in a deadline‑driven environment.
Key Responsibilities
Lead the development and execution of customized RFP, RFI, and DDQ responses for investment advisory, LGIP, and other public‑sector‑focused services
Manage and continuously improve PTMA’s RFP content library and proposal templates to ensure consistency, accuracy, and competitive positioning
Collaborate with marketing, sales, investment, legal, and compliance teams to tailor responses and ensure technical and regulatory accuracy
Drive quality control, version management, and on‑time delivery of all proposal materials
Track and report on proposal pipeline and win/loss trends to inform future strategy
Qualifications & Skills
Bachelor’s degree in business, finance, communications, or a related field
Minimum 5‑7 years of experience responding to RFPs within investment management or financial services, with direct experience supporting institutional or public sector clients
Advanced writing, editing, and proofreading skills with strong attention to detail
Demonstrated understanding of investment products, including separately managed accounts, LGIPs, fixed income, and public finance services
Strong project management and organizational skills; ability to juggle multiple priorities under tight deadlines
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); experience with RFP content databases required; Expedience experience strongly preferred
Collaborative and professional communication style, with the ability to engage senior stakeholders and subject matter experts
Self‑directed, resourceful, and proactive in solving challenges and elevating the firm’s competitive positioning
Benefits PTMA offers a competitive salary range of $75,000 – $95,000 (DOE), with bonus eligibility. Benefits include medical, dental, and vision coverage, a 401(k) plan with company match, generous paid time off (PTO), 12 paid holidays, volunteer time off (VTO), paid maternity and paternity leave, tuition reimbursement for continued education, and supplemental insurance options such as accident and critical illness coverage. As a growing company with strong roots and a stable foundation, we offer a collaborative work environment, hybrid flexibility, and the opportunity to make a meaningful impact in communities nationwide.
Job Details
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Marketing, Public Relations, and Writing/Editing
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