Specialist, RFP

SEIUpper Providence Township, PA
Hybrid

About The Position

SEI is seeking to hire a Specialist, Request for Proposals (RFPs). Your role significantly impacts SEI's growth by leading and delivering impactful proposal projects. You'll build influential relationships across departments and create solutions contributing to measurable success. SEI is a technology and asset management company delivering on its promise of building brave futures (SM)—for its clients, its communities, and themselves. After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting their experience within financial services and financial technology, their offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in their workforce. They recognize that their people are their most valuable asset and that a healthy, happy, and motivated workforce is key to their continued growth. SEI is a leader in the investment services industry, recognized for its history of innovation and paradigm-shifting solutions. They help their clients create and manage wealth - including banks, independent advisors, retirement plan sponsors, corporations, not-for-profit organizations, investment managers, hedge-fund managers, high-net-worth families, and more. They operate on principles of openness, integrity, innovation, collaboration and work-life balance - these values allow them to view trends clearly, question, think ahead, challenge convention and ultimately produce comprehensive solutions for big business challenges.

Requirements

  • 2-4 years of relevant demonstrated experience in RFPs, project management, or similar discipline with measurable achievements.
  • Proficiency in MS Word, Excel, Co-Pilot, and PowerPoint, coupled with excellent coordination skills.
  • Proven ability to lead multiple projects simultaneously to successful completion.
  • Capability to build and influence relationships across departments for project success.
  • Innovative mindset, continuously striving for excellence and improvement.

Nice To Haves

  • Solid comprehension of SEI's businesses and/or the financial services industry, and ability to incorporate that knowledge to impact project outcomes.
  • Ability to communicate complex ideas effectively across different levels of the organization.
  • Familiarity with RFP software, RocketDocs preferred.

Responsibilities

  • Project manage and execute complex proposal projects, ensuring high quality responses and timely delivery.
  • Cultivate influential connections across departments, leveraging these relationships to facilitate project success.
  • Leverage AI and implement innovative solutions that drive measurable growth and improvements.
  • Maintain an understanding of SEI’s solutions.
  • Consistently apply SEI’s brand and style to all projects.
  • Work alongside senior team members on complex issues, larger opportunities / projects, or analyses.

Benefits

  • comprehensive care for your physical and mental well-being
  • a strong retirement plan
  • tuition reimbursement
  • a hybrid working environment for most roles
  • support for working parents
  • flexible Paid Time Off (PTO)
  • healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
  • life and disability insurance (premiums paid for base coverage)
  • 401(k) match
  • education assistance
  • commuter benefits
  • up to 11 paid holidays/year
  • 21 days PTO/year pro-rated for new hires which increases over time
  • paid parental leave
  • back-up childcare arrangements
  • paid volunteer days
  • a discounted stock purchase plan
  • investment options
  • access to thriving employee networks

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

1,001-5,000 employees

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