RFP Specialist

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.

The RFP Specialist is responsible for playing an integral role in business development efforts by completing and reviewing RFPs, RFIs and requests for all aspects of Fiducient Advisors' business lines, including retirement plans, endowment/foundation, private wealth and financial institutions. In addition, this role will work in conjunction with others to help maintain our RFP content management system and review proposals from other colleagues.

Responsibilities:

• Respond to and manage RFPs, RFIs and other proposal requests for prospective and current clients from start to finish
• Customize documents reflecting responses to specific opportunities, including cover letters and executive summaries
• Coordinate multiple projects simultaneously to meet strict deadlines
• Collaborate with various departments throughout the firm to ensure proposals adhere to standards
• Maintain consistency and quality of language and data in the RFP database

Required Education, Professional & Technical Experience

• Bachelor’s Degree or relevant work experience
• A minimum of 3 to 5 years’ professional experience in RFP creation or writing
• Excellent writing, grammar and editing skills with strong attention to detail
• Demonstrated experience in customizing proposals to specific prospect requirements and guidelines
• Familiarity with investments (retirement plans, endowments and foundations) and/or previous work experience within the financial industry
• Ability to manage priorities with time restrictions
• Proficient in Microsoft Suite and Adobe Acrobat Pro
• RFP software experience is a plus

Essential Traits

• Thoughtful ability to establish rapport and build relationships.
• Exceptional communication with notable writing skills.
• Adaptability when priorities shift and able to work independently.
• Sound judgment and problem-solving skills.
• Innovative, curious and enthusiastic.
• Detail-oriented with a high level of accuracy and organization.
• Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes inclusion and belonging.

Work Environment & Travel Requirements

• This role may travel up to 5% of the time for training and or business/events.
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

Physical Job Expectations

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.

The base salary range for this position is $73,000-$90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Paid Time Off

• Generous PTO with optional rollover
• Personal/Sick Time
• 10 Holidays with additional half days off for specific holidays throughout the year
• Summer Perks
• Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
• Employer Paid Parental, Personal and Family leaves.
• Professional Development Day for eligible exams

Work Life Convenience Benefits

• Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
• KindBody – Family & Fertility Assistance
• Wellness Reimbursement Program
• Professional Development Designation reimbursement
• Employee Referral Program
• Employee Resource Groups, Mentorship Program & New Hire Cohort
• 401K Plan with company match
• Cell Phone Reimbursement Program

Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.