RFP Content Lead - Asset Management (Hybrid)

Principal Financial Group; Seattle (WA); Híbrido; USD 85.000 - 152.000; Jornada completa

Descripción de la vacante

Principal Asset Management is seeking a Senior Associate, RFP to drive the construction and enhancement of RFPs, RFIs, and DDQs, serving as a content lead for asset classes and partnering with cross-functional teams. The role emphasizes high-quality, client-focused content and scalable processes using technology and AI tools.

The position requires 5+ years in financial services, strong investment knowledge, and proven ability to manage complex proposals and content initiatives while balancing

Formación

• Bachelor's degree in investment management, finance, marketing, communications, or a related business field.
• 5+ years of relevant experience in the financial services industry, preferably in an RFP, content management, product management, or client solutions role within an asset management firm.
• Strong understanding of investment concepts and the asset management industry, with the ability to translate complex information into client-focused content.
• Demonstrated experience leading complex proposals, content initiatives, and competing priorities while delivering high-quality work.
• Experience supporting institutional investment strategies and developing expertise across investment products and asset classes.
• Experience with proposal and content management platforms such as Responsive, Loopio, Qvidian, RocketDocs, or similar systems.
• Ability to build effective partnerships and collaborate across all levels of the organization.
• May require fingerprinting with Principal Funds Distributor.

Responsabilidades

• Lead the creation and delivery of complex RFPs, RFIs, DDQs, and consultant database submissions.
• Serve as the content lead for an assigned asset class, ensuring accurate, compliant, and competitive messaging.
• Maintain and improve content resources through ongoing reviews, updates, and new content development.
• Conduct first-level peer reviews and provide feedback to improve response quality and consistency.
• Act as a subject matter expert for assigned investment capabilities, sharing insights on products, industry trends, and positioning.
• Partner with investment professionals and business stakeholders to develop clear and compelling client-facing content.
• Use content management, proposal, and AI-enabled platforms to improve efficiency, scalability, and content quality.
• Lead multiple projects while presenting priorities, timelines, and risks.
• Contribute to team development through mentoring, knowledge sharing, process improvements, and special initiatives.

Conocimientos

Proposal development

Content management

Partnerships

Communication

Educación

Bachelor's degree in investment management, finance, marketing, communications, or a related business field

Herramientas

Responsive

Loopio

Qvidian

RocketDocs

Descripción del empleo

Principal Asset Management is seeking a Senior Associate, RFP to drive the construction and enhancement of RFPs, RFIs, and DDQs, serving as a content lead for asset classes and partnering with cross-functional teams. The role emphasizes high-quality, client-focused content and scalable processes using technology and AI tools.

The position requires 5+ years in financial services, strong investment knowledge, and proven ability to manage complex proposals and content initiatives while balancing