Investment Proposal Writer, OCIO

Description

HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL;
Alpharetta, Augusta, and Sandy Springs, GA;
Towson and Columbia, MD;
Charlotte, NC;
Columbia and Greenville, SC; and Nashville, TN.

Full-time

Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated®—bringing unwavering financial peace of mind to the clients we are privileged to serve.

At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.

HB Wealth is seeking an Investment Proposal Writer to lead the development of persuasive, accurate, and highly tailored responses to requests for proposals (RFPs), requests for information (RFIs), consultant databases, due diligence questionnaires, and other new business materials that support the growth of the firm's OCIO practice. This role translates complex investment, operational, risk, and firm information into clear responses that reflect each prospect’s priorities and differentiate HB’s approach.

The successful candidate is a professional writer who combines exceptional command of language with curiosity, sound judgment, and disciplined project management.

• Own the end-to-end proposal process, including intake, requirements analysis, work planning, drafting, editing, review coordination, approval, and final production.
• Study each prospect, institution, consultant, and opportunity to identify decision drivers, required themes, and opportunities to tailor the response.
• Write compelling, nuanced responses that are specific to the prospect and consistent with HB’s voice, value proposition, capabilities, and fiduciary approach.
• Interview investment professionals and other subject‑matter experts to develop clear explanations of investment philosophy, governance, portfolio construction, risk management, operations, technology, compliance, and client service.
• Partner closely with the Senior Investment Advisors, Investments, Marketing, Compliance, Legal, Operations, Technology, Finance, Human Resources, and other contributors.
• Create proposal outlines, content plans, win themes, executive summaries, and presentation materials that support finalist meetings and other business‑development activity.
• Maintain and continuously improve an approved content library, including standard responses, supporting data, case examples, team biographies, and reusable exhibits.
• Manage multiple concurrent deadlines, track open items and approvals, and escalates risks early to ensure complete and timely submissions.
• Review all materials for accuracy, consistency, grammar, tone, formatting, and responsiveness to stated requirements.
• Monitor recurring questions and market themes and recommend improvements to OCIO messaging and supporting content.

• Bachelor’s degree from an accredited college or university in English, writing, journalism, communications, or a related field.
• Three or more years of professional writing experience, including proposals, RFPs, institutional investment content, financial services, or another complex professional‑services environment.
• Exceptional writing, editing, interviewing, and synthesis skills, with a portfolio demonstrating persuasive long‑form business…