RFP Lead & Content Strategist (Hybrid Role)

Principal Financial Group; Charlotte (NC); Hybrid; USD 85,000 - 152,000; Full time

Job summary

Principal Asset Management in Charlotte, NC is seeking a Senior Associate, RFP to lead the development and enhancement of RFPs, RFIs, DDQs, and consultant database content across investment solutions. The role partners with investment, product, distribution, compliance, legal, operations, and data teams to deliver client‑focused materials.

You will serve as content lead for an assigned asset class, driving messaging consistency, mentorship, and collaboration while using technology to improve

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 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 development

Content management

Cross-functional collaboration

Education

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

Tools

Responsive

Loopio

Qvidian

RocketDocs

Job description

Principal Asset Management in Charlotte, NC is seeking a Senior Associate, RFP to lead the development and enhancement of RFPs, RFIs, DDQs, and consultant database content across investment solutions. The role partners with investment, product, distribution, compliance, legal, operations, and data teams to deliver client‑focused materials.

You will serve as content lead for an assigned asset class, driving messaging consistency, mentorship, and collaboration while using technology to improve