Retirement Plan Rfps Finance Jobs

1 job found

Today

Request for Proposal (RFP) Analyst/Writer

Experis Owings Mills, MD

Owings Mills, MD

Today

$52+/hr Full time Financial Services Microsoft Excel Microsoft Office

Apply Now

Job Description

Experis is recruiting for a Request for Proposal (RFP) Analyst/Writer to join the Proposal Production and Client Solutions team in support of retirement plan acquisition efforts. This onsite role in Owings Mills, MD focuses on creating accurate, client-ready RFP responses and coordinating closely with retirement Subject Matter Experts (SMEs) to meet multiple deadlines.

Role Overview

The selected candidate will support RFP, RFI, and DDQ efforts by developing, writing, tailoring, and editing responses that align with approved content standards. The work requires strong writing accuracy, effective collaboration with internal teams, and the ability to manage concurrent proposal projects.

Key Responsibilities

Support the completion of proposal questionnaires from retirement plan advisors, consultants, and plan sponsors, including participation in RFPs, RFIs, and Due Diligence Questionnaires (DDQs).
Develop, write, and tailor proposal responses from initial review through final completion, using approved content from the Responsive content management system while customizing responses for each prospect.
Collaborate with retirement Subject Matter Experts (SMEs) to research and capture information required for nonstandard or complex questions.
Edit and refine proposal responses based on input from RFP editors and internal business partners to ensure clarity and consistency.
Manage multiple proposal projects and competing priorities to meet established deadlines.

Required Qualifications

Bachelor's degree.
Relevant work experience (preferred in retirement or defined contribution plan industry).
Proficiency with Microsoft Word, Microsoft Excel, Microsoft Teams, and Microsoft Outlook.
Strong grammar, writing, and editing skills with attention to detail.
Demonstrated project management and communication skills, including effective time management across multiple priorities.

Technology and Tools

Responsive content management system
Microsoft Word
Microsoft Excel
Microsoft Teams
Microsoft Outlook

Compensation and Work Location

Location: Owings Mills, MD (onsite)
Pay: $52 per hour (W2)

Benefits

Medical and Prescription Drug Plans
Dental Plan
Vision Plan
Health Savings Account
Health Flexible Spending Account
Dependent Care Flexible Spending Account
Supplemental Life Insurance
Short Term and Long Term Disability Insurance
Business Travel Insurance
401(k), Plus Match
Weekly Pay

Benefits Eligibility After Waiting Period Completion

Medical and Prescription Drug Plans
Dental Plan
Vision Plan
Health Savings Account
Health Flexible Spending Account
Dependent Care Flexible Spending Account
Supplemental Life Insurance
Short Term and Long Term Disability Insurance
Business Travel Insurance
401(k), Plus Match
Weekly Pay

View full job page →

Get Retirement Plan Rfps Finance Jobs alerts

New Retirement Plan Rfps Finance Jobs, daily.