What are the responsibilities and job description for the Strategic Financial Technical Writer position at Pma Financial Network?
PTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to more than 12,000 local governments, school districts and other public entities, we also partner with over 1,000 financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entities plus stable deposit funding solutions for financial institutions.
Our financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm’s primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.
We are looking for an experienced investment services Strategic Financial Technical Writer to join our team in our 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
PTMA offers a competitive salary range of $75,000 – $95,000, (DOE), this position is bonus eligible. We provide a comprehensive and thoughtfully designed benefits package, including medical, dental, and vision coverage, a 401(k) plan with company match, generous paid time off (PTO), along with 12 paid holidays and dedicated volunteer time off (VTO) to support community engagement. Additional benefits include 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.
Salary : $75,000 - $95,000
