Request for Proposal Specialist, Financial Services - Remote (EST or CST)

OneDigital; United States; On-site; USD 70,000 - 80,000; Full time

Job summary

OneDigital is seeking a Proposal Coordinator to manage day-to-day responses to RFPs, RFIs, and Due Diligence Qs for the Financial Services practice, focusing on retirement plans. You will collaborate with the Strategy Manager and cross-functional teams to produce polished, deadline-driven submissions.

The role emphasizes intake triage, content assembly from a compliant library, and final packaging for submission. Growth into higher complexity and ownership is anticipated.

Qualifications

• 3+ years of experience coordinating proposals, RFPs, and related materials.
• Track record in business development, sales or marketing operations under tight deadlines.
• Strong written communication, editing, and content synthesis skills.
• Excellent project management with attention to detail across multiple deadlines.
• Familiarity with compliant content workflows and regulated content environments.
• Experience with retirement plans or Financial Services is preferred.

Responsibilities

• Intake, triage & timeline management: route opportunities, manage timelines, flag risks.
• Fulfillment, content & production: assemble responses from content library, ensure branding.
• Quality control, compliance routing & archiving: review drafts, route sensitive content, archive materials.
• Use approved AI tools to accelerate drafting, research, formatting, and checks with human review.
• Assemble reference and bio packages; coordinate case studies, fee exhibits, matrices.
• Coordinate final submission logistics: approvals, signatures, and on-time delivery.

Skills

Proposal coordination

Business development

Sales operations

Marketing operations

Project management

Education

Bachelor’s degree in Business Administration, Marketing, Communications, English, Finance, or a related field

Tools

CRM platforms

Responsive

Seismic

Salesforce

Job description

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Summary

Our Newest Opportunity:

This role manages the day-to-day execution of requests for proposals (RFPs), requests for information (RFIs), and Due Diligence Questionnaires that support prospective client business development efforts across OneDigital's Financial Services practice but primarily retirement plans, including defined contribution, defined benefit, and related institutional business. This role partners closely with the RFP and Proposal Strategy Manager and cross-functional contributors to deliver polished, submission-ready responses on deadline. This role manages pursuit intake, applies an established triage model, coordinates end-to-end fulfillment, and maintains the integrity of the compliance-approved content library. This is a role for someone who wants to build real depth in Financial Services business development, starting close to the work and growing toward greater complexity, process ownership, and strategic contribution over time.

Essential Duties and Responsibilities (includes but is not limited to):

Intake, Triage & Timeline Management

• Manage pursuit intake and apply the established triage rubric to route each opportunity to the appropriate lane: self-service, assisted, or strategic.
• Manage pursuit timelines end to end, coordinating dependencies across contributing teams and practice areas for cross-practice and converged bids.
• Flag capacity or timeline risk early so the Strategy Manager can rebalance workload before a deadline is at risk.
• Coordinate pursuit kickoffs and establish clear roles, responsibilities, deadlines, and dependencies across all contributors.
• Maintain accurate pursuit tracking and status information — including deadlines, outcomes, resource requirements, and content usage — to support reporting and capacity planning.

Fulfillment, Content & Production

• Create, assemble, and complete responses from the compliance-approved content library, coordinating with cross-functional partners and internal systems as needed.
• Maintain the day-to-day integrity of the compliance-approved content library, flagging stale, missing, or inconsistent content for the Strategy Manager's review.
• Coordinate with Compliance and subject matter experts on net-new responses where no compliance-approved content exists, escalating substantive content and positioning questions to the Strategy Manager.
• Use approved AI tools to accelerate drafting, research, formatting, and quality checks — always within Compliance-set guardrails and with appropriate human review.
• Assemble reference and bio packages, pulling from the maintained roster and case-study library.
• Coordinate sample and custom materials for each business development opportunity — case studies, fee exhibits, comparison matrices, and similar deliverables.
• Support the Strategy Manager in maintaining the case-study library, referenceable-client roster, and other reusable pursuit materials.
• Own final formatting, proofing, brand and template compliance, and packaging of every submission-ready document.
• Coordinate final submission logistics, ensuring required materials, approvals, signatures, and supporting documents are complete and submitted accurately and on time.

Quality Control, Compliance Routing & Archiving

• Perform quality-control reviews of drafts and final submissions for completeness, consistency, formatting, and adherence to established standards.
• Flag regulated or Compliance-sensitive content early and route it appropriately, using review-only-the-delta practices wherever possible.
• Manage supplemental follow-up questionnaires after the first round of a pursuit.
• Populate the content library and business development systems with completed deliverables and reusable information, ensuring materials are properly tagged and available for future pursuits.
• Support win/loss debriefs and reporting, capturing themes and stale-content flags for the Strategy Manager.

Qualifications, Skills And Requirements

• 3+ years of experience in proposal coordination, business development, sales or marketing operations, or a comparable deadline-driven environment.
• Demonstrated ability to produce, develop, or fulfill proposal, RFP, or prospect-facing materials.
• Strong written communication skills, with the ability to edit, synthesize, and improve complex content while preserving the intent of the underlying response.
• Excellent project management and organizational skills, with strong attention to detail and accountability across multiple simultaneous deadlines.
• Sound judgment about when to proceed independently and when to elevate questions, risks, or exceptions.
• Strong interpersonal communication skills, a high sense of urgency, and a track record of following through in deadline-driven environments.
• High proficiency in Microsoft 365 (Word, Excel, PowerPoint, Teams, SharePoint, OneNote).
• Familiarity with proposal management, sales enablement, CRM, or content management platforms; experience with Responsive, Seismic, or Salesforce is preferred.
• Comfort learning and working within compliance-driven content standards is required.
• Experience with or exposure to retirement plans (defined contribution, defined benefit), wealth management, or institutional investing audiences is preferred.
• Understanding of Financial Services regulatory context and compliance requirements as they apply to business development and client-facing materials is preferred.
• Demonstrated ability to work both independently and collaboratively in a high-volume, fast-paced environment.

Education, Training And Experience

• Bachelor’s degree in Business Administration, Marketing, Communications, English, Finance, or a related field required; equivalent professional experience will be considered.
• Experience working within or alongside Financial Services — particularly retirement plans (defined contribution or defined benefit) — is preferred.
• Familiarity with compliance-approved content workflows or regulated content environments is a plus.
• APMP certification or comparable proposal management training is a plus.

The typical base pay range for this role nationwide is $70,000 to $80,000 per year.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

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In short, we believe in hiring the most qualified applicant for the position, regardless of background.

This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

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Thank you for your interest in joining the OneDigital team!