RFP Specialist

Glenmede Trust Co•Philadelphia, PA

5h•Hybrid

About The Position

The RFP Specialist is a key contributor to business development and client service, specializing in the completion of Requests for Proposals (RFPs) for the Endowment & Foundation business. This role is pivotal in presenting the firm’s capabilities, values, and differentiators to prospective and current clients through well-crafted, tailored proposal responses. The RFP Specialist collaborates closely with internal teams and subject matter experts to ensure that every submission accurately reflects the firm’s strengths and meets the unique needs of each opportunity.

Requirements

Bachelor’s degree.
2-4 years of experience, preferably with a demonstrated interest in financial services.
Deadline-oriented, with comfort managing multiple projects at once.

Nice To Haves

Superior writing skills, willingness to provide a writing sample.
Excellent time management, planning and organizational skills.
High level of accuracy and attention to detail.
Strong initiative, resourcefulness, and the ability to work independently or as part of a team.
Willingness to hold team members accountable to deadlines.
Proven communication skills, analytical ability, problem resolution skills.
Proficiency in Microsoft Office, specifically Word, Excel, and PowerPoint.

Responsibilities

Lead the end-to-end process of preparing RFP responses.
Thoroughly analyze RFP documents to understand prospect or client requirements, scope of work, and evaluation criteria.
Craft tailored proposals that articulate the organization's value proposition.
Build and maintain a deep understanding of the firm’s history, investment philosophy, manager evaluation process, reporting capabilities, and compliance procedures.
Actively update and expand the centralized library of RFP responses, collaborating with subject matter experts to ensure content remains up to date.
Identify opportunities to improve the efficiency of the RFP process and the quality of responses, implementing best practices and process enhancements.
Serve as a liaison between business development, investment, compliance, and other internal teams to source accurate information and ensure alignment in messaging.
Manage multiple projects simultaneously and hold team members accountable for contributing to RFP responses and meeting deadlines.
Communicate clearly and professionally with all stakeholders, both in writing and verbally.
Thoroughly proofread all RFP responses to ensure they meet the firm’s standards for accuracy, clarity, and compliance, maintaining strict consistency and attention to detail so that all information provided is error-free.