RFP Content Lead for Asset Management (Senior Associate)

Principal Financial Group

Seattle (WA)

Hybrid

USD 85,000 - 152,000

Full time

21 hours ago

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Job summary

Principal Asset Management in Seattle is seeking a Senior Associate, RFP to lead development and enhancement of RFPs, RFIs, DDQs, and consultant database content, enabling growth and client retention across proposals, content management, and investment product support.

As a senior individual contributor, you will collaborate with investment, product, distribution, compliance, legal, operations, and data teams to deliver high-quality, client-focused content, acting as content lead for an assigned

Qualifications

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.

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.