RFP Content Lead, Workplace Savings and Retirement Solutions

Principal Financial GroupDes Moines, IA
Hybrid

About The Position

We’re looking for an RFP Content Lead to join our Workplace Savings and Retirement Solutions team. In this role, you’ll lead content strategy and development for RFPs and consultant databases, partnering with Marketing, Product, Distribution, Customer Care, Training, and subject matter experts to ensure high-quality, accurate, and effective content. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Requirements

  • 8+ years of data management or related experience, or an equivalent combination of work experience, training, military service, or education.
  • Experience developing or managing RFPs, RFIs, or similar client-facing content.
  • Proficiency with content management platforms and tools.
  • Knowledge of retirement plans, investments, plan design, services, regulations, and industry trends.

Nice To Haves

  • Bachelor’s degree preferred.
  • Experience with external RFP portals.
  • Experience using AI, automation, or emerging technologies to improve content management, knowledge management, proposal development, or business processes.
  • Strong organizational, prioritization, customer service, and written and verbal communication skills.
  • Ability to work independently and collaboratively while continuously expanding industry and business knowledge.

Responsibilities

  • Manage and maintain content within third-party content management tools, including updates, metadata, and content organization strategies.
  • Use technical expertise, AI, and automation tools to improve content management processes, develop training for proposal writers, and create metrics to monitor adoption, compliance, and efficiency gains.
  • Oversee the collection, organization, and maintenance of information for consultant databases and content platforms, ensuring accuracy and consistency.
  • Review active RFPs to ensure data accuracy, compliance, and alignment with client requirements.
  • Partner with subject matter experts to develop accurate, compelling responses.
  • Contribute to department strategy by identifying trends, recommending process improvements, and enhancing RFP effectiveness to support client retention and business growth.
  • Serve as a resource and mentor for team members, sharing expertise and promoting collaboration and continuous improvement.

Benefits

  • Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
  • Pension Eligible
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