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RFP Specialist

QualStaff Resources, San Diego, CA, United States


RFP Specialist – Financial Services Industry QUICK FACTS

Location:

Remote. Office inLa Jolla, CA if local candidates wish to work onsite.

Pay:

$125K

Contract-to-hire

EXPERIENCE/EDUCATION YOU WILL NEED

4+ years of relevant RFP/content generation experience

Experience using Responsive or E-vestment Omni RFP software or similar content libraries

Experience using AI in support of RPF response process

Financial Services industry experience is helpful

MAIN DUTIES OF THE JOB

Responsible for coordinating responses for proposals for the firm’s clients and potential clients

Handle the end-to-end RFP/RFI/DDQ response process, including intake, project planning, drafting, review, approval, and submission.

Ensure that all proposals reflect the firm’s value proposition, brand voice, and competitive differentiators.

Partner with subject matter experts across product management, portfolio management, operations, risk, legal, and compliance to collect and validate information.

Maintain and enhance a centralized database or content library of approved RFP responses, product data, and company information.

Demonstrate attention to detail: Highly meticulous, ensuring accuracy in data-heavy financial content.

The company is an equal opportunity employer committed to providing employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age or disability, or any other class protected by Federal, State or local laws.

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