RFP Specialist

Northern Trust • Chicago, IL

1d • $67,500 - $111,500

About The Position

The RFP Specialist works on Northern Trust’s Request for Proposal team, developing responses to complex bid and proposal documents for prospective and existing clients. The team supports new business generation and client retention by partnering with Sales and Relationship Management to produce compelling, accurate, and tailored responses.

The role primarily prepares new-business questionnaires and proposals for prospective clients, including pension funds, sovereign wealth funds, corporations, insurance companies, and investment managers. Proposals may cover global custody, investment accounting, fund accounting, transfer agency, middle-office outsourcing, risk and compliance, performance measurement, cash management, securities lending, and transition management.

Requirements

• Excellent written English skills, including the ability to edit and tailor complex content for accuracy, consistency, and readability.
• Strong project management and organizational skills, with the ability to manage multiple projects simultaneously in a deadline-driven environment.
• Ability to manage conflicting priorities while maintaining attention to detail and quality.
• Strong professional, results-oriented communication skills.
• Ability to closely read, understand, and interpret dense and complex documents.
• Strong Microsoft Word skills.

Nice To Haves

• PowerPoint and Excel skills.
• Working knowledge of the broad asset servicing and global custody needs of corporate clients, investment managers, and financial institutions.
• Product knowledge of global custody, fund administration, or other asset servicing products.
• RFP experience.
• Financial services experience.
• Project management experience.

Responsibilities

• Manage RFP and questionnaire responses from initial kickoff through final delivery, ensuring milestones and deadlines are met.
• Partner with subject matter experts, Sales, and Relationship Management to gather accurate and relevant information.
• Research and prepare responses using the RFP content database and other available resources.
• Tailor standard responses to the specific needs and requirements of individual clients and prospects.
• Use AI and other tools thoughtfully to improve efficiency while preserving response accuracy and integrity and building knowledge over time.
• Liaise with other business areas to maintain accurate and current content in the RFP database.
• Research opportunities to develop content supporting new products and services.
• Review and improve existing RFP content to strengthen accuracy, consistency, and readability.

Benefits

• Retirement benefits, including a 401(k) and pension.
• Health and welfare benefits, including medical, dental, vision, spending accounts, and disability benefits.
• Paid time off.
• Parental and caregiver leave.
• Life and accident insurance.
• Other voluntary and well-being benefits.
• Discretionary bonus program that may include an equity component.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed