Senior Associate, RFP & Content Strategy

Principal Financial Group

Denver (CO)

Hybrid

USD 85,000 - 152,000

Full time

14 days+

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Job summary

Principal Financial Group’s Principal Asset Management is seeking a Senior Associate, RFP to lead development and improvement of complex proposals, RFIs, and DDQs, with content leadership across investment products.

You will partner with investment, product, distribution, and legal teams, applying AI-enabled tools to boost efficiency and quality, while mentoring peers and guiding initiatives across asset classes.

Qualifications

Bachelor's degree in finance, marketing or related business field.
5+ years in financial services, RFP/content management or client solutions.
Strong investment concepts understanding and ability to translate to clients.
Experience leading complex proposals and content initiatives.
Experience with institutional investment strategies and products across asset classes.
Experience with proposal/content platforms such as Responsive/Loopio/Qvidian/RocketDocs.
Ability to partner with stakeholders across the organization.
Fingerprinting may be required for Principal Funds Distributor.

Responsibilities

Lead the creation and delivery of complex RFPs, RFIs, DDQs, and submissions.
Serve as content lead for an assigned asset class with compliant messaging.
Maintain and improve content resources with reviews and updates.
Conduct first-level peer reviews and provide feedback on quality and consistency.
Act as subject matter expert for investment capabilities and product positioning.
Partner with investment professionals to develop clear client-facing content.
Use content management, proposal and AI-enabled platforms to improve efficiency.
Lead multiple projects, presenting priorities, timelines, and risks.
Mentor teammates and contribute to process improvements.