Responsibilities

• Implement, adjust and execute procedures and processes to ensure timely delivery of all RFPs, RFIs, DDQs and Consultant Databases. Manage qualification process in line with priorities and resources.
• Support the RFP team as a senior member, while also developing customized proposals outlines and responses to RFIs/RFPs: foster an inclusive, dynamic working environment that motivates and inspires team members and encourages mutual respect and accountability while ensuring high-quality and accurate proposals are completed, stored and delivered.
• Collaborate with internal business partners to create qualitative content and enhance externally reported quantitative metrics. Analyze and contribute results that impact process.
• Take active role in various proposal team initiatives and projects to improve firm-wide proposal quality, efficiency and brand infusion. This will include helping the maintenance and organization of data and messaging, as relevant in the first stage of sales process

Requirements

• Bachelor’s degree in Finance, Marketing or related field.
• Minimum of five years of relevant experience in the financial services industry.
• Investment acumen required.
• Proven project management and interpersonal skills required.
• Excellent communication skills, both verbal and written. Outstanding command of written language and grammar, highly skilled at proofreading and strong attention to detail.
• Articulate, confident and driven, with the ability to work with like-minded professionals in a results-oriented, fast-paced and growing environment.
• Demonstrates motivation, initiative, creativity and outcome-orientation; can work well independently and in group settings.
• Strong organization, project and time management skills, ability to multi-task, prioritize workload, be pro-active, and work effectively independently.
• Excellent problem-solving skills and ability to develop, communicate and execute creative solutions.
• Proficient in MS Office (Word, Powerpoint, Outlook, Excel)

Benefits

• health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs.
• Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.