RFP Content Lead — Asset Management (Hybrid, FTO)

Principal Financial Group; Chicago (IL); Hybrid; USD 85,000 - 152,000; Full time

Job summary

Principal Asset Management, a unit of Principal Financial Group, seeks a Senior Associate, RFP to lead development of RFPs, RFIs, and DDQs while guiding content across asset classes.

You’ll partner with investment, product, distribution, compliance, and data teams to deliver client-focused content using AI-enabled tools, offering mentorship through expertise rather than formal management.

Qualifications

• Bachelor's degree in finance, marketing, or related field.
• 5+ years in financial services, with RFP/content roles.
• Ability to translate complex concepts into client-ready content.

Responsibilities

• Lead the creation and delivery of complex RFPs, RFIs, and DDQs.
• Serve as content lead for an asset class with accurate messaging.
• Maintain and improve content resources through reviews and updates.
• Conduct peer reviews to improve response quality and consistency.
• Be SME for investment capabilities and market trends.
• Partner with investment teams to develop clear client content.
• Utilize content management and AI tools to boost efficiency.
• Lead multiple projects with prioritized timelines and risks.
• Mentor others and drive process improvements.

Skills

Content management

Proposal development

Client-focused content

Stakeholder collaboration

AI-enabled tools

Education

Bachelor's degree in finance

Tools

Responsive

Loopio

Qvidian

RocketDocs

Job description

Principal Asset Management, a unit of Principal Financial Group, seeks a Senior Associate, RFP to lead development of RFPs, RFIs, and DDQs while guiding content across asset classes.

You’ll partner with investment, product, distribution, compliance, and data teams to deliver client-focused content using AI-enabled tools, offering mentorship through expertise rather than formal management.