RFP Response Specialist

Key Responsibilities And Duties

• Lead end-to-end development of RFP’s, RFI’s and DDQ’s for existing retail clients.
• Write, edit, and proofread proposal content to ensure clarity, consistency, and compliance.
• Ability to lead RFP meetings with subject matter experts throughout the organization and responsible for ensuring the sales positioning is concurrent with sales strategy for each proposal.
• Develop and facilitate relationships with key business partners/stakeholders.
• Career Level 7IC Required Experience: 3+ Years of RFP’s, RFI’s, Client Service, Due Diligence Questionnaires, and or Marketing in Finance Industry required

Responsibilities

• Coordinate multiple deadlines simultaneously, ensuring all internal approvals are secured prior to submission.
• Assist the Knowledge Manager in managing and updating database content with responses from recent proposals.
• Contribute to creating and distributing information on improving processes in proposal cycle to team and business partners.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

FINRA Registrations

• SRC Indicator: NRF

Physical Requirements

• Sedentary Work

Additional Responsibilities

• Partner cross-functionally with product, investments, legal, compliance, marketing, and distribution to ensure consistent product messaging, regulatory adherence, and go-to-market alignment.
• Prioritize and manage competing content requests by assessing business impact, regulatory complexity, and strategic importance.
• Partner with product management and investment teams to align messaging with asset class strategies, market positioning, and evolving product roadmaps.
• Contribute to standardized content libraries by updating materials to reflect product enhancements, market trends, and regulatory changes, improving scalability and consistency of communications.
• Collaborate closely with product management teams to ensure messaging reflects evolving product enhancements, competitive positioning, and broader product strategy.
• Contribute to the ongoing optimization of the RFP content library by updating and tracking product enhancements and market trends.
• Support high-impact RFPs for national account opportunities and platform onboarding for wealth channel, coordinating across legal and product, and distribution teams.