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

• 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

Skills

• Accountability
• Adaptability
• Business Analysis
• Business Process Understanding
• Collaboration
• Communication
• Compliance
• Data Preprocessing
• Detail-Oriented
• Nuveen Products/Services Acumen
• Proposal Writing
• Project Management

Benefits And Total Rewards

• Competitive health, wellness and work life offerings
• Superior retirement program

Accessibility Support

• TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

Drug and Smoking Policy

• TIAA maintains a drug-free and smoke-free workplace.

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