RFP Sr. Specialist
About The Position
At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients’ lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Requirements
- Five+ years related work experience
- Two+ years Prior RFP/RFI, Sales, or Marketing experience
- Strong writing and project management skills
- Intellectual curiosity and high EQ
- Artificial intelligence experience with ability to leverage for RFPs
- RFP knowledgebase software experience
- Undergraduate degree, Masters preferred
Nice To Haves
- APMP certification preferred
Responsibilities
- Responds to Requests for Proposal (RFPs) by creating new text for complex and strategic opportunities and generating pre-written responses that will serve as a template for others.
- Demonstrates deep industry knowledge into responses, coaches other crew in RFP best practices.
- May review RFPs from others for quality control and guidance.
- Reviews, interprets, and researches questions about Vanguard and related subject matters within short timeframes.
- Exercises judgement and investment acumen throughout the RFP completion process, including research, writing, revision, and production.
- Advises sales professionals based on the content of the responses.
- Builds and uses expertise of the market and competitive environments to help position Vanguard services appropriately.
- Collects and disseminates relevant competitive data among various internal teams.
- Performs research on investments, fund performance, or other financial services topics.
- Coordinates subject matter expert research as needed.
- Serves as a key point of contact for internal and external partners.
- May respond to other requests, including industry surveys, as needed.
- Participates in special projects and performs other duties as assigned.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
