RFP Analyst – Retirement Plans & Client Growth

NFP, an Aon company; North Carolina; On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits

Work-life balance support

Job summary

Wealthspire Institutional is seeking an RFP Team Analyst to support business development and client acquisition by crafting accurate, timely RFP/RFI responses. The role requires strong analytical skills, detail orientation, and the ability to manage multiple projects with input from subject matter experts and sales teams.

You will present reports to clients and help improve efficiency of the RFP process while staying current on retirement industry trends.

Qualifications

• 2-4 years of experience working in the retirement industry.
• Preferred experience on an RFP team analyzing pricing, service platforms and other relevant information.
• Strong editing and proofreading abilities.
• Exceptional attention to detail and organizational skills.
• Ability to manage multiple projects and meet deadlines.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Experience with RFP software tools is a plus.
• Proficient mathematical skills.
• Familiarity with 401(k) plans, retirement plan services, and industry terminology is preferred.

Responsibilities

• RFP Analysis: Prepare, edit, and deliver high-quality RFP and RFI benchmarking reports for clients in the 401(k) plan industry.
• Project Management: Manage the end-to-end RFP process, ensuring deadlines are met and deliverables are accurate and client-focused.
• Collaboration: Work closely with Plan Advisors, sales teams, and subject matter experts to gather necessary information.
• Quality Assurance: Review and proofread RFPs to ensure clarity, accuracy, and compliance with client requirements.
• Market Research: Stay current on industry trends, competitor offerings, and regulatory changes in the retirement plan industry.
• Process Improvement: Identify opportunities to improve the efficiency and effectiveness of the RFP process.

Skills

Editing

Proofreading

Attention to detail

Organization

Project management

Microsoft Office

RFP software tools

Mathematical skills

Tools

Word

Excel

PowerPoint

Job description

Wealthspire Institutional is seeking an RFP Team Analyst to support business development and client acquisition by crafting accurate, timely RFP/RFI responses. The role requires strong analytical skills, detail orientation, and the ability to manage multiple projects with input from subject matter experts and sales teams.

You will present reports to clients and help improve efficiency of the RFP process while staying current on retirement industry trends.