Proposal Consultant

Fidelity Investments • Covington, KY

149d • Onsite

About The Position

The Proposal Consultant will develop and produce effective sales materials, primarily Requests for Proposals, in support of Fidelity Workplace Investing's overall business goals. Each document is customized and includes a set of unique requirements specifically designed to provide Fidelity's external customers, including: employers, plan sponsors, and third-party consultants/advisors with a clear understanding and detailed description of the value proposition Fidelity brings to its clients and how our product and service delivery model works. The Proposal Consultant is responsible for the management, completion, and production of proposal requests for some of our most visible and complex opportunities from internal business partners, including Account Executives, Solution Architects, Product and Services Consultants, Managing Directors, and Senior Management. The Proposal Consultant excels in developing strong relationships with internal clients, facilitating effective communication, and successfully managing projects in an extremely fast paced environment with little supervision. The Proposal Consultant is also in charge of training and mentoring new associates and serving as a team leader or coach for others on the team. He/she also takes the lead on initiatives that drive efficiencies and improve processes across the team and broader organization.

Requirements

• Bachelor's Degree required; degree in Marketing, English, or Journalism preferred.
• Three plus years financial industry experience and/or three to five years proposal management experience.
• Strong written and verbal communication skills.
• Outstanding organizational and time management skills.
• Excellent project management skills.

Nice To Haves

• Strong interpersonal skills and ability to communicate effectively with business partners and team members at all levels.
• Strong collaboration and networking skills.
• Ability to manage expectations with individuals at a higher level in the organization.

Responsibilities

• Develop and produce effective sales materials, primarily Requests for Proposals.
• Manage, complete, and produce proposal requests for complex opportunities.
• Develop strong relationships with internal clients and facilitate effective communication.
• Train and mentor new associates and serve as a team leader or coach.
• Lead initiatives that drive efficiencies and improve processes across the team.

What This Job Offers

• Job Type: Full-time
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree