Senior Associate, RFP
Core
Lead the development and improvement of RFPs, RFIs, DDQs, and consultant database content to support Principal Asset Management's growth and retention goals.
Role type
Senior individual contributor proposal and content lead
Builds
High-quality, client-focused investment product content and proposal responses
Domain
Asset Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Investment concepts, asset management industry knowledge, complex proposal leadership, content management, stakeholder partnership, project prioritization
Preferred skills
AI and technology solutions for operational efficiency, CFA/CAIA/CIMA/CFP designations, FINRA licenses
Technologies
Responsive, Loopio, Qvidian, RocketDocs
Responsibilities
Lead creation and delivery of complex RFPs, RFIs, and DDQs; Serve as content lead for assigned asset class; Maintain and improve content resources; Conduct peer reviews; Act as subject matter expert for investment capabilities; Partner with business stakeholders to develop client-facing content; Lead multiple projects and present priorities and risks
Seniority
Senior, hands-on IC