Meeder Investment Management
RFP (Request for Proposal) Specialist
Meeder Investment Management, Dublin, Ohio, United States, 43016
3 days ago Be among the first 25 applicants
The RFP (Request for Proposal) Specialist will be responsible for supporting the maintenance and expansion of the public funds department by supporting the request for proposal process for investment advisory services.
Primary Responsibilities
Prepare responses to requests for proposals utilizing RFP software
Partner with Public Funds Advisors to obtain or develop request-specific responses
Coordinate with Marketing and Legal departments to complete the final product
Assemble RFPs (i.e., compiling information, formatting the document, making necessary changes per SVP request, binding and submitting)
Provide input into updates or revisions to standard responses
Maintain answer database with compliance-approved responses
Support Advisors with ad-hoc business development research and projects
Critical Success Factors
Excellent written and verbal communication skills
Proactively communicate effectively and efficiently
Ability to work unsupervised and as a team player
Demonstrates professionalism and accountability
Maintains a high degree of ethics, integrity and confidentiality
Ability to tailor responses to client questions and create new written material
Outstanding accuracy, attention to detail, organization, prioritization and multi-tasking skills
Responsive to client requests; ability to work under pressure, and with flexibility, to meet tight deadlines
Confidence to work directly with stakeholders at all levels, ensuring RFP service needs are met and priorities are aligned
Strong work ethic
Ability to successfully navigate simultaneous multi-level projects and tasks in a team environment
Become a subject matter expert on the software used to respond to current and prospective clients' requests for proposal for investment advisory services
Position Requirements
Bachelor’s degree in Communications, Finance, Economics, or a related field
0-2 years of experience with request for proposal writing or proposal management, preferably in financial services
Proficiency in Microsoft Office required
About the Organization Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement.
Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients—both directly and through financial advisors—to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.
Visit
www.meederinvestment.com
for more. See Meeder's social media pages at
https://linktr.ee/Meeder .
EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).
Seniority level
Entry level
Employment type
Full-time
Job function
Other
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The RFP (Request for Proposal) Specialist will be responsible for supporting the maintenance and expansion of the public funds department by supporting the request for proposal process for investment advisory services.
Primary Responsibilities
Prepare responses to requests for proposals utilizing RFP software
Partner with Public Funds Advisors to obtain or develop request-specific responses
Coordinate with Marketing and Legal departments to complete the final product
Assemble RFPs (i.e., compiling information, formatting the document, making necessary changes per SVP request, binding and submitting)
Provide input into updates or revisions to standard responses
Maintain answer database with compliance-approved responses
Support Advisors with ad-hoc business development research and projects
Critical Success Factors
Excellent written and verbal communication skills
Proactively communicate effectively and efficiently
Ability to work unsupervised and as a team player
Demonstrates professionalism and accountability
Maintains a high degree of ethics, integrity and confidentiality
Ability to tailor responses to client questions and create new written material
Outstanding accuracy, attention to detail, organization, prioritization and multi-tasking skills
Responsive to client requests; ability to work under pressure, and with flexibility, to meet tight deadlines
Confidence to work directly with stakeholders at all levels, ensuring RFP service needs are met and priorities are aligned
Strong work ethic
Ability to successfully navigate simultaneous multi-level projects and tasks in a team environment
Become a subject matter expert on the software used to respond to current and prospective clients' requests for proposal for investment advisory services
Position Requirements
Bachelor’s degree in Communications, Finance, Economics, or a related field
0-2 years of experience with request for proposal writing or proposal management, preferably in financial services
Proficiency in Microsoft Office required
About the Organization Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement.
Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients—both directly and through financial advisors—to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.
Visit
www.meederinvestment.com
for more. See Meeder's social media pages at
https://linktr.ee/Meeder .
EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).
Seniority level
Entry level
Employment type
Full-time
Job function
Other
#J-18808-Ljbffr