RFP Content Lead — Asset Management (Hybrid)

Principal Financial Group; United States; Hybrid; USD 85,000 - 152,000; Full time

Job summary

Principal Asset Management seeks a Senior Associate, RFP to lead the development and enhancement of RFPs, RFIs, and consultant submissions, partnering with investment and business teams to deliver client-focused content.

The role drives messaging consistency, content quality, and process improvements using AI-enabled platforms. Collaboration across departments and mentorship are key aspects of this senior individual contributor position.

Qualifications

• Bachelor's degree in investment management, finance, marketing, communications, or a related business field.
• 5+ years of relevant experience in financial services, 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.

Responsibilities

• Lead the creation and delivery of complex RFPs, RFIs, DDQs, and consultant submissions.
• Serve as the content lead for an assigned asset class, ensuring accurate, compliant 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 and trends.
• Partner with investment professionals and stakeholders to develop clear client-facing content.
• Use content management, proposal, and AI-enabled platforms to improve efficiency and quality.
• Lead multiple projects while presenting priorities, timelines, and risks.
• Contribute to team development through mentoring and process improvements.

Skills

Proposal development

Content management

Cross-functional collaboration

Mentorship / knowledge sharing

Education

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

Tools

Responsive

Loopio

Qvidian

RocketDocs

Job description

Principal Asset Management seeks a Senior Associate, RFP to lead the development and enhancement of RFPs, RFIs, and consultant submissions, partnering with investment and business teams to deliver client-focused content.

The role drives messaging consistency, content quality, and process improvements using AI-enabled platforms. Collaboration across departments and mentorship are key aspects of this senior individual contributor position.