Sr RFP Specialist
Core
Lead the development of complex Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and client questionnaires to support business growth and client retention.
Role type
Senior RFP Specialist (Project Manager)
Builds
High-quality RFPs, DDQs, consultant databases, and proposal responses
Domain
Asset Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Proposal writing, RFP/RFI/DDQ management, stakeholder partnership, project management, process improvement, mentoring, financial market knowledge
Preferred skills
Experience with proposal/content management systems, AI tools
Technologies
Microsoft Office (Word, Excel, PowerPoint, SharePoint), proposal management systems, AI tools
Responsibilities
Lead preparation and coordination of complex RFPs, RFIs, and DDQs ensuring accuracy and timely delivery; Partner with Sales, Investments, Legal, and Compliance to develop compelling responses; Review and edit proposal content for quality and brand alignment; Mentor colleagues and support onboarding; Drive continuous improvement in workflows and knowledge management; Manage multiple high-priority projects simultaneously; Contribute to strategic initiatives and technology enhancements.
Seniority
Senior, hands-on IC with mentorship responsibilities