Senior RFP & Content Lead, Asset Management (Hybrid)

Principal International

Washington (IA)

Hybrid

USD 85,000 - 152,000

Full time

6 days ago

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Job summary

Principal Asset Management, the global investment solutions business for Principal Financial Group, is seeking a Senior Associate, RFP to drive the development and improvement of RFPs, RFIs, and DDQs for growth and client retention. You will lead proposal content across an assigned asset class and mentor others while leveraging AI-enabled tools to boost efficiency and quality.

You will collaborate with cross-functional teams including investment, product, distribution, compliance, legal,

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.
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.
Ability to build effective partnerships and collaborate across all levels of the organization.
May require fingerprinting with Principal Funds Distributor.

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.