RFP Specialist

Boston, MA | Chicago, IL | Hartford, CT | Washington, DC

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Fiducient Advisors opened its doors on May 1, 1995, striving to provide tailored and personalized investment consulting services. Our clients include retirement plan sponsors, endowments and foundations, private clients and financial institutions. We abide by a fiduciary obligation to put our clients’ interests first. This begins by providing advice addressing each client’s unique concerns, obligations and goals.

We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. We strive for professional satisfaction by upholding our firm guideposts ensuring we check egos at the door, take accountability and are thoughtfully driven.

Fiducient Advisors seeks a RFP Specialist to join our team. The RFP Specialist is responsible for playing an integral role in business development efforts by completing and reviewing RFPs, RFIs, and requests for all aspects of Fiducient Advisors’ business lines, including retirement plans, endowment, and foundation, private wealth, and financial institutions. This Associate will contribute to business development by effectively conveying Fiducient Advisors’ message through well-written and effective RFPs and proposals. In addition, this role will work in conjunction with others to help maintain our content management system and review proposals from other colleagues.

Responsibilities

• Write and manage RFPs, RFIs, and other proposal requests for prospective clients
• Customize final documents reflecting responses to specific opportunities, including cover letters and executive summaries
• Coordinate multiple projects simultaneously to meet strict deadlines
• Compile and maintain RFP-related data and information within firm online database
• Collaborate with various departments throughout the firm to ensure RFPs adhere to standards
• Maintain consistency and quality of language and data in the RFP database
• Execute follow-up work associated with RFPs moving to the next phase: coordinates answers, additional information, etc.

Knowledge, Skills & Abilities

• Bachelor’s degree in related field preferred or equivalent work experience
• A minimum of 2 to 5 years’ professional experience in RFP creation, technical writing, or similar
• Excellent writing and editing skills
• Demonstrated experience in customizing proposals to specific prospect requirements and guidelines
• Familiarity with investments (retirement plans, endowments and foundations)
• Ability to manage priorities with time restrictions
• Detail-oriented with a high level of accuracy and organization
• Proficient in Microsoft Suite and Adobe Acrobat Pro
• RFP software experience is a plus
• Ability to manage priorities with time restrictions
• Flexible when priorities shift and able to work autonomously
• Must be resourceful, reliable, and dependable
• Excellent communication skills are essential
• Thoughtfully driven, accountable, and able to check your ego

Travel Requirements

Less than 5% travel for trainings and/or business events

Work Environment

• This role works in a professional office environment located in Windsor, CT, Chicago, IL, Wellesley, MA, or Washington, DC
• This role routinely uses standard office equipment such as computers, phones and photocopiers

Physical Job Expectations

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.
• Sitting, particularly for sustained periods of time
• Regularly required to speak and hear
• Frequently required to stand, walk, use hands and fingers, handle or feel and reach with hands and arms
• Ability to lift up to 25 pounds
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Why Choose Fiducient Advisors?

Headquartered in Chicago’s financial district with additional offices in Hartford, Austin, Washington, DC, Boston, Los Angeles and Portland (ME), the firm strives to provide impartial, cost effective investment consulting to plan sponsors, nonprofit organizations and private clients. Seasoned professionals make use of leading edge technology to deliver a variety of services including: investment policies, performance evaluation, asset allocation analysis, administrative/trustee search, asset liability analysis, spending policies, manager/fund search, cost/benefit analysis. The firm prides itself on the level of service it provides to each client and a proactive approach. Fiducient Advisors is an equal opportunity employer committed to fostering a diverse workforce; women and minority candidates are especially encouraged to apply.