RFP Analyst
About The Position
The RFP Team Analyst supports business development and client acquisition by preparing compelling, accurate, and timely responses to Requests for Proposals (RFPs) and Requests for Information (RFIs). The role involves creating benchmarking reports for clients in the 401(k) plan industry and presenting reports to clients in committee meetings. The analyst works with Plan Advisors, sales teams, and subject matter experts to gather information, manage multiple projects, and deliver accurate, client-focused work on deadline. The position also involves researching developments in the retirement plan industry and identifying ways to improve the RFP process. The role requires analytical ability, strong editing and proofreading skills, organization, mathematical proficiency, and effective collaboration in a dynamic environment.
Requirements
- 2–4 years of experience working in the retirement industry.
- Strong editing and proofreading abilities.
- Exceptional attention to detail and organizational skills.
- Ability to manage multiple projects and meet deadlines.
- Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint.
- Proficient mathematical skills.
- Ability to analyze complex information and present it clearly.
- Ability to work effectively with cross-functional teams.
- Ability to prioritize tasks and manage deadlines.
- Comfort working in a dynamic, fast-paced environment.
Nice To Haves
- Experience working on an RFP team analyzing pricing, service platforms, and other relevant information.
- Experience with RFP software tools.
- Familiarity with 401(k) plans, retirement plan services, and industry terminology.
Responsibilities
- Prepare, edit, and deliver RFP and RFI benchmarking reports for clients in the 401(k) plan industry.
- Present reports to clients in committee meetings.
- Manage the end-to-end RFP process, ensuring deadlines are met and deliverables are accurate and client-focused.
- Work with Plan Advisors, sales teams, and subject matter experts to gather necessary information.
- Review and proofread RFPs for clarity, accuracy, and compliance with client requirements.
- Monitor industry trends, competitor offerings, and regulatory changes in the retirement plan industry.
- Identify opportunities to improve the efficiency and effectiveness of the RFP process.
Benefits
- Professional growth and career development opportunities.
- Industry-specific training.
- Competitive salary.
- Paid time off (PTO) and paid holidays.
- 401(k) with employer match.
- Comprehensive benefits.
- Work-life balance support.
- The position may be eligible for performance-based incentives.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
