Senior RFP Specialist

Great Gray • Boston, MA

114d

About The Position

Great Gray is looking to add a Senior RFP Specialist to our Marketing team. The Senior RFP Specialist plays a critical role in driving new business by delivering high-quality, strategic responses to RFPs, RFIs, and DDQs from institutional investors and intermediaries. This position partners across investment, sales, product, compliance, and operations teams to showcase the firm’s capabilities and competitive strengths, ensuring proposals are accurate, compelling, and aligned with client needs.

Requirements

• Bachelor’s degree in finance, business, economics, communications, or a related field.
• 5+ years of experience in RFP or proposal management within asset management, investment management, or financial services.
• Strong understanding of institutional investment products (e.g., mutual funds, collective investment trusts, SMAs, alternatives) and distribution channels (RIAs, consultants, broker-dealers, pensions, endowments, etc.).
• Exceptional writing and editing skills with the ability to distill technical investment concepts into clear, client-focused messaging.
• Proven success managing multiple complex RFPs under tight deadlines with a high degree of accuracy and quality.
• Proficiency with proposal management platforms (Loopio, RFPIO, Qvidian, etc.) and Microsoft Office Suite.
• Solid grasp of compliance considerations, disclosure requirements, and regulatory frameworks in investment management.
• Strong interpersonal skills with the ability to work effectively across investment, operations, legal, compliance, and sales teams.
• Demonstrated ability to think strategically, anticipate client needs, and contribute to positioning the firm for new business opportunities.
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
• Comfortable navigating ambiguity.

Nice To Haves

• Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.

Responsibilities

• Deliver on-time, high-quality responses to inbound Requests for Information (RFIs), Requests for Proposal (RFPs), and Due Diligence Questionnaires (DDQs) - both seasonal cycles and ad-hoc requests from institutional investors, consultants, and intermediaries.
• Coordinate SMEs, Reporting, Legal/Compliance and Relationship teams to gather inputs, performance data, and approvals that align to the objectives of each opportunity to ensure accurate and timely responses.
• Editorialize and format documents so they’re accurate, compliant, on-brand, and client-ready (strong MS Office skills required).
• Maintain and continuously improve the proposal content library with current data, disclosures, and positioning statements to support speed and accuracy of response.
• Interpret complex client requirements and develop strategic response frameworks that maximize competitiveness and reflect a deep understanding of institutional sales channels.
• Track RFP activity, outcomes, and client feedback; provide reporting and insights that inform pipeline management and sales strategy.
• Ensure all deliverables meet compliance and regulatory standards, and adhere to brand and messaging guidelines.
• Complete other related duties as assigned

Benefits

• Be an integral part of an early-stage, high-growth organization!
• Hybrid work environment
• Competitive compensation package including 401(k) with elective and non-elective match opportunities
• Lifestyle spending allowance program
• Medical, Dental, Vision Insurance
• Employer-paid life and disability insurance
• Generous paid time off program

What This Job Offers

• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 51-100 employees