What are the responsibilities and job description for the Rfp specialist position at TIAA?
The RFP Response Specialist is accountable for the management and delivery of Requests for Proposals (RFPs) and for creating additional supporting documentation to support the organization's RFP processes;
including drafting Requests for Information (RFIs), pricing proposals, and ad hoc documents for external and internal clients.
Working under general supervision, this job manages and executes projects that meet detailed client specifications and comply with local regulation.
This job interacts with product management and sales teams and subject matter experts across the business to ensure product information and proposals are customized appropriately.
Key Responsibilities and Duties
- Oversees and coordinates Request for Proposal (RFPs) from initial receipt through RFP delivery.
- Writes, edits, organizes, and packages responses to Request for Proposals in compliance with client requirements.
- Participates in RFP meetings with subject matter experts internally to ensure the sales positioning meets the objective of the sales strategy aligned to each proposal.
- Edits and proofreads of the final draft of the RFP to ensure accuracy of content, grammar, style and formatting.
- Develops and facilitates relationships with key business partners and stakeholders.
- Assists in managing and updating database content with responses from recent proposals to improve future RFP submissions.
- Contributes to creating and distributing information on improving processes in proposal cycle to team and business partners.
Educational Requirements
University (Degree) Preferred
Work Experience
2 Years Required; 3 Years Preferred
FINRA Registrations
SRC Indicator : NRF
Physical Requirements
Physical Requirements : Sedentary Work
Career Level
Qualifications : Required :
Required :
2 years of asset management experience
Preferred :
- 3 years of asset management experience
- Bachelors Degree
- RFP experience is preferred
Related SkillsAccountability, Adaptability, Business Analysis, Business Process Understanding, Collaboration, Communication, Compliance, Data Preprocessing, Detail-Oriented, Nuveen Products / Services Acumen, Project Management, Proposal Writing
Anticipated Posting End Date :
2024-05-28Base Pay Range : $65,600 / yr. - $110,500 / yr.
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.
In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Company Overview
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors.
Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.
For more information about the firm please visit our website at www.Nuveen.com
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.
That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.
To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
Read more about the Equal Opportunity Law here.
Last updated : 2024-05-18
Salary : $65,600 - $110,500
