RFP Project Coordinator

Responsibilities:

The RFP Project Coordinator will support the firm’s business development efforts through the following responsibilities:

• Coordinate the project management of RFPs, requests for information, questionnaires, marketing initiatives, and follow-up communications
• Draft, edit, and tailor standard and custom responses to clearly address prospect questions and submission requirements
• Create and format tables, charts, graphs, exhibits, and other supporting materials for RFP responses and related deliverables
• Partner with internal subject matter experts to gather and validate information used in RFP and questionnaire responses
• Review final materials for accuracy, completeness, grammar, formatting, word usage, and compliance with submission instructions
• Ensure consistency with approved messaging, brand standards, regulatory requirements, and quality-control processes
• Respond to prospect follow-up questions and coordinate additional information after submission
• Maintain and improve the internal RFP content library by organizing approved responses, identifying outdated content, and coordinating updates with content owners
• Use approved AI technology to support drafting, editing, content organization, and quality review while protecting confidential information and applying appropriate human oversight
• Participate in team and firm projects and provide additional marketing or business development support as requested

Competencies for Success/Qualifications:

• Bachelor’s degree in Business, Marketing, English, Journalism, Communications, Writing, or a related field
• 2+ years of experience in an RFP role; financial services experience preferred
• Strong written and verbal communication skills, with the ability to present complex information clearly and concisely
• Strong project management, organization, and time-management skills, including the ability to manage multiple deadlines and shifting priorities
• Excellent attention to detail and commitment to accuracy, quality, and follow-through
• Ability to work independently, take ownership of assignments, and solve problems
• Responsive, flexible, and accountable when working with internal and external stakeholders
• Strong interpersonal and collaboration skills with the ability to build productive working relationships
• Proficiency in Microsoft Office and the ability to quickly learn new systems and applications
• Comfortable using AI technology responsibly while maintaining confidentiality and reviewing outputs for accuracy