cyberThink Inc · 5 days ago
Sr. Specialist of Retail Proposal Service - Hybrid
Austin, TX
Full-time
Hybrid
Mid, Senior Level
$30/hr - $40/hr
2+ years expcyberThink Inc is a company focused on providing exceptional service in wealth management. The Sr Specialist will support the Client Wealth Advisory Business Development Officers with Requests for Proposals (RFP) aimed at high-net-worth clients, ensuring the creation of compelling proposals and presentations.
ConsultingHuman ResourcesInformation Technology
Responsibilities
Collaborating with partners at all levels throughout the organization (including but not limited to the Branch Network, Marketing, Wealth Services, Client Wealth Advisory, Wealth Strategies Group)
Build a strong understanding of Client’s investor segments, services, products, and offerings including key opportunities in the marketplace
Lead efforts to develop compelling written proposals and storylines by working closely with field representatives and cross-functional partners to win business from high and ultra-high-net-worth clients and prospects
Excellent verbal and written communications skills including the ability to distill complex information and develop recommendations
Working collaboratively under the SWA BDO's direction, the Sr. Specialist utilizes content slides and attaches portfolio analysis reports to support the proposal process
Qualification
Required
Bachelor's degree with 2+ years relevant experience
2+ years in marketing communications, product/program management, sales operations, or client experience preferred
A client-centric focus that keeps clients in the forefront of decisions and connects plans and actions to our purpose of serving investors and branch network personnel
The Sr. Specialist effectively manages and formats content slides, building clear, high-quality presentations that support business objectives and engage stakeholders
Detail-oriented with superior organization and project management skills and the ability to multi-task and work efficiently to meet deadlines on an independent basis
Knowledge of Client products and services across organizations
Demonstrated experience building relationships and working with cross-functional teams
Superior written and verbal communication skills, including being able to synthesize data, develop cohesive business cases and recommendations, influence partners, and create and deliver compelling storylines
Strong problem-solving skills
Preferred
2+ years in marketing communications, product/program management, sales operations, or client experience preferred
Financial Services industry experience is preferred
Company
cyberThink Inc
cyber think is a staffing and recruiting company specializing in IT staffing and recruitment services.
201-500 employees
H1B Sponsorship
cyberThink Inc has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (54)
2024 (49)
2023 (77)
2022 (122)
2021 (156)
2020 (345)
Funding
Current Stage
Growth StageTotal Funding
unknown2025-07-29Acquired
Leadership Team
Ravinder S. Thind
Founder, President, and CEO
James Lombardo
Executive Vice President and Founding Partner
Company data provided by crunchbase