Senior Proposal & Content Coordinator

Description

Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

 

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

 

 

Basic Purpose: The Senior Proposal and Content Coordinator will provide critical operational support to GuideStone Investment Services (“GSIS”), the Outsourced Chief Investment Officer (“OCIO”) for GuideStone. This role supports the delivery and enhancement of GSIS’ pre- and post-sale service capabilities by utilizing established operational procedures, advanced artificial intelligence (“AI”) technology and innovative problem solving to complete all required tasks in alignment with expected operational and regulatory standards.

 

Essential Duties and Responsibilities

• Develop and maintain a comprehensive understanding of the institutional advisory marketplace and GSIS service model.

• Provide operational support to advance GSIS sales and client service activities.

• Ensure compliance with all operational, legal and regulatory requirements for oversight of GSIS accounts.

• Leverage Microsoft Copilot AI technology to build scalable efficiencies for researching prospective clients, completing RFPs, creating client and sales presentations, writing general content for the adviser and other activities as appropriate.

• Conduct research on prospective clients to gather key information, including contact details, account types, asset sizes and investment relationships.

• Create comprehensive client summaries to support strategic interactions by senior GSIS leadership.

• Facilitate the production and ongoing review of materials such as RFPs, client account review presentations, sales collateral and other content.

• Collaborate with team members to refine client service procedures and operational workflows.

• Optimize processes to meet client needs and promote GSIS sales objectives.

• Interact with prospective and existing clients as a back-up to the Senior Manager – Investment Services when that individual is traveling for business or is otherwise out of the office.

• Other duties may be assigned by the Managing Director – Investment Services or Senior Manager – Investment Services.

 

Knowledge, Skills, and Abilities

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

• Must be an active member of an evangelical Christian church

• Bachelor’s Degree or higher

• At least five to eight years’ work experience in the financial services industry

• Working understanding of investment concepts and terminologies (preferably in relation to the institutional advisory marketplace)

• Solid PC skills, including the full suite of Microsoft Office products

• Demonstrated ability to apply AI technology to streamline workflows and create materials

• Ownership mindset and team-first orientation

• Strong attention to detail and a commitment to working with a very high degree of accuracy

• Solid analytical, critical thinking and problem-solving skills, with a forward-looking mindset that anticipates potential problems and identifies appropriate solutions

• Clear communication skills (both verbal and written) and an ability to carry oneself – with internal constituents and external contacts – in a manner that represents GuideStone well

• Must have complete confidentiality regarding GuideStone business matters

• Potential travel up to 15% of the time

 

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