Here are a few sample job advertisements for this type of role:
WisdomTree Asset Management is seeking an experienced RFP Analyst. Responsibilities include supporting sales efforts across the Firm by collaborating with the sales team and various stakeholders to manage the production and execution of RFPs/RFIs and other ad hoc client requests, writing and maintaining investment language used within client proposals, and serving as lead on assigned projects. This individual will also have responsibility for completing various consultant questionnaires as part of the due diligence process. The successful candidate will have experience or in-depth knowledge of the asset management industry. Relevant experience with institutional investors, as well as product knowledge relating to ETPs and ETFs, fixed income, equity and alternative asset classes would be distinct advantages.
- Complete and coordinate high quality and accurate RFPs, RFIs, DDQs and consultant questionnaires
- Assist with the development of RFP processes/guidelines and effectively manage timelines while meeting internal and external deadlines
- Craft new and more complex RFP responses, as well as enhancing existing language
- Coordinate RFP completion through ongoing communication, relationship development and teamwork with Sales team members and subject matter experts throughout the Firm; focusing on collaboration and driving toward strategic priorities
- Ensure that the Qvidian RFP response database is up-to-date with the most recent RFP responses and data
- Work effectively with various internal groups to process and obtain relevant information for questions
- Manage content management database, processes, policies and procedures
- Focus on continuous improvement and streamlining related to RFP language, process, consultant database content, AUM and personnel reporting, etc.
- Assist on other projects as assigned
Desired Skills and Experience
- Experience in the investment management industry, with a minimum 2 years of RFP or business writing experience
- Bachelor’s degree in related field preferred or equivalent work experience
- Superior writing and editorial abilities
- Understanding of investment products (Knowledge of ETF structure is highly desired)
- Knowledge of and experience with consultant database reporting
- Excellent analytical and communication skills
- Proven ability to apply judgment, creativity, and writing skills in developing and editing customized responses
- Strong commitment to quality control with focus on data integrity and compliance
- Ability to take ownership of a project and successfully manage it from start to finish
- Positive, collegial approach and a high level of professionalism
- Ability to work on multiple assignments and complete high-quality work against strict and competing deadlines dictated by clients, prospects, and consultants
- Proficiency in MS Office (Word, Excel, PowerPoint)
Company: Brighton Health Plan Solutions
Job Title: Director of RFPs and Proposals
Department: Marketing
At Brighton Health Plan Solutions (BHPS), we’re creating something new and different in health care, and we’d love for you to be part of it. Based in New York City, BHPS is a rapidly growing, entrepreneurial health care enablement company bringing tangible innovation to the health care delivery system. Under the Brighton Health Group portfolio with the support of a premier investor group led by Goldman Sachs, our 250-person team is committed to transforming how health care is accessed and delivered. We believe that cost, quality, and population health are optimized when people have long term relationships with their health care providers – and that’s why we’re creating new products that today do not exist anywhere in the New York/New Jersey market. With a growing labor business under the well-known MagnaCare brand, the launch of Create–a new marketplace of health systems focused on self-insured commercial health plan sponsors, and a successful Casualty business, we’re fiercely committed to positively impacting our partners.
Company Mission:
Transform the health plan experience – how health care is accessed and delivered – by bringing outstanding products and services to our partners.
Company Vision:
Redefine health care quality and value by aligning the incentives of our partners in powerful and unique ways.
About this Role:
This is a critical marketing and business development role to help acquire new business and retain valuable clients. The Director of RFPs and Proposals will support Marketing and Sales on custom pursuits during a transformative time not only for the company, but also for the health care industry at-large. We’re looking for an assertive, growth focused, independent leader who thrives in an entrepreneurial environment and is willing to roll up their sleeves to get the work done. This self-starter will be a superb writer, have a take-charge attitude, and be at-ease with aggressive deadlines and partnering with various business partners to assemble and complete RFPIs/RFPs and finalist decks. In this role, you will have deep exposure to all departments as well as senior management across our growing Company, and will be part of an innovative team that’s as creative and nimble as they come. Health plan professionals and benefits consultants are encouraged to apply. This position is based out of our NYC headquarters and reports to the Vice President of Marketing.
Primary Responsibilities:
- Plan, organize, and implement custom pursuit strategy, messaging, and themes in collaboration with Marketing and Sales to help win new business
- Coordinate and project manage complex RFI/RFP responses, organizing responsibilities and timelines for all deliverables
- Write compelling content for RFIs/RFPs and custom client proposals that address customer requirements, and showcase our company and product value proposition, branding, and technical product content
- Gather and synthesize market intelligence and customer insights to inform pitches and proposals
- Partnering with key stakeholders, oversee assembly of RFI/RFPs and proposal presentations, including exhibits, attachments, and appendices
- Develop and maintain an accurate standard response and insights library to ensure quality and consistency of all documents and supporting materials
- Facilitate reviews with key content contributors and incorporate new information and improvements to content
- Work with the creative team to format custom presentations, and to create compelling visuals
- Develop and exhibit thorough knowledge of our products and services, value proposition, positioning, and competitive differentiation
- Turn complex information into easy-to-understand, persuasive and on-brand sales content
- Support other business development needs as identified
Essential Qualifications:
- 7+ years of health plan/insurance or benefits consulting experience
- 3+ years managing or supporting proposal writing/RFP function
- Deep insight into employer sponsored health plan/insurance market
- Excellent business writing and copyediting skills
- Strong research and fact-finding skills
- Self-starter with a proven track record of strong project management
- Strong leadership, strategic thinking, analytical and organizational skills
- Highly Proficient in MS Office – Word, PowerPoint, Excel
- Successful track record of working with senior management and sales teams
- Quick thinker with superior attention to detail, quality and deadlines
- Please submit work samples with your application.
Marketing – RFP Specialists – 2 Positions – Junior and Senior Level
*Prestigious expanding midtown asset manager seeks 2 individuals to join it’s growing firm.
The junior level person should have 1-3 years of experience and the senior person should have 4-6 years of experience
Ideal candidate possesses:
- Excellent writing skills
- An eye for editing and proofreading.
- A persuasive writing style.
- A solid understanding of the theory and practice of investing.
- Some knowledge of an asset management firm’s operations.
- Skill in explaining complex and technical material clearly, concisely, and logically.
- An ability to work comfortably with high output and tight deadlines.
- Good interpersonal skills.
- Ability to work independently as well as in a team environment.
- Excellent organizational, time and project management skills.
- Exceptional attention to detail to produce highly accurate work
- BA in English, business communications, journalism, or marketing.
- Good knowledge of Microsoft word, excel, and powerpoint.
- Experience with commercial RFP proposal software a plus
Job Responsibilities
- Creating and editing responses to RFP & DDQ questions, including data, for Company Strategies.
- Reviewing RFP/DDQ/RFI responses for consistency, clarity, accuracy, appropriateness, and persuasiveness.
- Supervising the maintenance of the content library.
- Managing workflow/pipeline.
- Managing assembly, review, approval, and production (soft or hard copy) for all RFPs.
- Setting and maintaining quality control and service level standards.
- Collaborating effectively with subject matter experts to answer or update new or standard responses, including setting appropriate deadlines.
- Presenting high quality product for management review (i.e., requiring minimal editing).
- Recommending and implementing group efficiencies.
Meeting with sales team members before, during, and after each RFP
Staying current on industry trends and RFP practices
Job Type: Full-time
Experience:
- Marketing: 2 years
WHAT YOU’LL DO
- Respond to client requests for proposal (RFP), requests for information (RFI), due diligence questionnaires (DDQ) and other client reporting requests
- Collaborate with a variety of subject matter experts within the firm to produce high quality responses to questionnaires
- Draft and review RFP/DDQ/RFI responses for consistency, clarity, accuracy, appropriateness, and tone
- Present high-quality product for management review (i.e., requiring minimal editing)
- Ad hoc projects as needed
WHAT YOU HAVE
- Bachelor’s degree
- Previous work experience with DDQ, RFP, RFI and/or strong writing experience, with a keen eye on editing, proofing and positioning
- Proven project management and process skills
- Outstanding skills in organization, prioritization and time management
- The motivation to be a self-starter, multi-task and prioritize effectively
- Ability to develop and maintain strong working relationships within the Legal/Compliance team and with internal clients; good interpersonal skills; goal-oriented
WHAT WE HAVE:
- Competitive compensation
- Free snacks and beverages
- Excellent medical, dental, and vision coverage for you and your dependents
- 401(k) match, life insurance, commuter benefits, corporate gym rates, paid time-off and parental leave plans
- Friday happy hour and “Summer Fridays”
- Year-round corporate athletic league
- Casual work environment
ABOUT GUIDEPOINT:
- Work with Institutional Relationship Managers and Investment Advisors to develop proposals and related presentation materials
- Meet proposal deadlines by establishing priorities and target dates for information gathering, writing, review, and approval
- Enter and monitor tracking data, coordinate requirements with contributors, provide proposal status information at review meetings
- Maintain a database of compliance reviewed responses
- Gather proposal materials by identifying sources of information
- Develop answers for new questions put forth in RFP questionnaires
- Prepare quarterly statistics detailing the scale of both the TDPCW and TD Wealth offerings in a format that is easily understandable by prospective clients
- Assist in the development and maintenance of a client reference list
- Work with the products team to establish a database on costs for inclusion in answers to proposals
- Coordinate with compliance to obtain approval for final proposal submission
- Evaluate text and graphics
- Print, bind, and arrange for delivery of final proposal submissions
• Sense of urgency with high attention to detail
- Ability to multi-task
- Graphic design skills
- Knowledge of Microsoft Word, Excel, Power point and Adobe Pro
• Bachelor’s degree or progressive work experience in addition to experience below
- 2-4 Years of related experience
- Proven project management skills
- Demonstrated ability to gather information and recommend solutions
- Strong process improvement skills, including the ability to evaluate procedures and recommend improvements
- Excellent communication skills