What are the responsibilities and job description for the RFP (Request for Proposal) Specialist position at Meeder Investment Management?
Description
The RFP (Request for Proposal) Specialist will be responsible for supporting the maintenance and expansion of the public funds department by supporting the request for proposal process for investment advisory services.
Primary Responsibilities
Position Requirements
Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.
Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder
The RFP (Request for Proposal) Specialist will be responsible for supporting the maintenance and expansion of the public funds department by supporting the request for proposal process for investment advisory services.
Primary Responsibilities
- Prepare responses to requests for proposals utilizing RFP software
- Partner with Public Funds Advisors to obtain or develop request-specific responses
- Coordinate with Marketing and Legal departments the completion of final product
- Assemble RFPs (i.e. compiling information, formatting the document, making necessary changes per SVP request, binding and submitting)
- Provide input into updates or revisions to standard responses
- Maintain answer data base with compliance-approved responses
- Support Advisors with ad-hoc business development research and projects
- Excellent written and verbal communication skills
- Proactively communicate effectively and efficiently
- Ability to work unsupervised and as a team player
- Demonstrates professionalism and accountability
- Maintains a high degree of ethics, integrity and confidentiality
- Ability to tailor responses to client questions and create new written material
- Outstanding accuracy, attention to detail, organization, prioritization and multi-tasking skills
- Responsive to client requests; ability to work under pressure, and with flexibility, to meet tight deadlines
- Confidence to work directly with stakeholders at all levels, both to ensure their RFP service needs are met, and to partner with them to agree on priorities and deadlines
- Strong work ethic
- Ability to successfully navigate simultaneous multi-level projects and tasks in a team environment
- Become a subject matter expert on the software used to respond to current and prospective clients' requests for proposal for investment advisory services
Position Requirements
- Bachelor’s degree in Communications, Finance, Economics, or a related field
- 0-2 years of experience with request for proposal writing or proposal management, preferably in financial services
- Proficiency in Microsoft Office required
Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.
Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder
- Assets Under Advisement consist of $63.82 billion of regulatory assets under management for which Meeder Investment Management's registered investment adviser affiliates provide continuous and regular investment management services as disclosed in their Form ADV and non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation but does not have the authority to effectuate transactions as of December 31, 2024.