Investment Proposal Writer, OCIO

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.

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 Elevatedbringing 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.

Job Summary

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 firms OCIO practice. This role translates complex investment operational risk and firm information into clear responses that reflect each prospects priorities and differentiate HBs approach. The successful candidate is a professional writer who combines exceptional command of language with curiosity sound judgment and disciplined project management.

Job Responsibilities

• 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 HBs 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 escalate 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.

• Bachelors 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 writing.
• Experience writing OCIO institutional investment asset management or investment consulting proposals.
• Working knowledge of consultant databases and proposal-management or content-library systems.
• Demonstrated ability to tailor content for different audiences rather than relying on generic or lightly modified responses.
• Strong project-management skills and the ability to coordinate senior contributors under firm deadlines.
• Excellent attention to detail judgment organization and discretion.
• Working comfort with institutional investment vocabulary: asset allocation manager selection and due diligence investment policy statements spending policy liquidity fee structures benchmarks and performance attribution. Genuine curiosity to learn quickly what is not already known.
• Proven ability to manage several concurrent hard deadlines in a fast-paced dynamic and entrepreneurial environment with minimal supervision.
• Ability to successfully pass criminal background and credit checks.

Benefits

• Competitive PTO/Holiday policy
• 401k match
• 1st day eligible benefits offering; medical dental vision telemed disability
• Paid Maternity/Paternity leave
• Fun and welcoming office environment with monthly and quarterly events
• Ability to work remotely 40%
• Cell phone stipend
• Equity Participation Plan

Why HB is a great place to work

Employees enjoy the collaborative inclusive team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities our client base and the comprehensive benefit package round out the competitive compensation.

HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work meritocracy respect for others diversity and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected it is empowering it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference creativity and spirit. It is in our DNA and we like it that way.