RFP & Content Lead, Asset Management — Senior Associate

Principal Financial Group; Des Moines (IA); Hybrid; USD 85,000 - 152,000; Full time

Job summary

Principal Asset Management is seeking a Senior Associate, RFP to lead development and improvement of RFPs, RFIs, DDQs, and consultant database content. You will partner with investment, product, distribution, compliance, legal, operations, and data teams to deliver high‑quality client-focused content.

You will act as a content lead for an assigned asset class, ensuring messaging accuracy, compliance, and competitiveness, while leveraging AI-enabled tools for efficiency.

Qualifications

• Bachelor's degree in investment management, finance, marketing, communications, or 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.

Responsibilities

• 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.

Skills

Proposal leadership

Content management

Investment concepts

Education

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

Tools

Responsive

Loopio

Qvidian

RocketDocs

Job description

Principal Asset Management is seeking a Senior Associate, RFP to lead development and improvement of RFPs, RFIs, DDQs, and consultant database content. You will partner with investment, product, distribution, compliance, legal, operations, and data teams to deliver high‑quality client-focused content.

You will act as a content lead for an assigned asset class, ensuring messaging accuracy, compliance, and competitiveness, while leveraging AI-enabled tools for efficiency.