Request for Proposal Analyst

Title: RFP Analyst (Remote)

Job Category: Other

Requisition Number: RFPAN014347

Location: United States

Job Description:

Who We Are:

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Summary of the Role: The RFP (Request for Proposal) Team Analyst plays a key role in supporting the business development and client acquisition processes by creating compelling, accurate, and timely responses to RFPs and RFIs (Request for Information). This role requires strong analytical skills, attention to detail, and the ability to manage multiple projects simultaneously while collaborating with subject matter experts and sales teams. The role will also require skills to present reports to clients in a committee meeting.

• This role has the potential to work anywhere in the U.S.*

Essential Duties and Responsibilities:

• RFP Analysis: Prepare, edit, and deliver high-quality RFP and RFI benchmarking reports for clients in the 401(k) plan industry.
• Project Management: Manage the end-to-end RFP process, ensuring deadlines are met and deliverables are accurate and client-focused.
• Collaboration: Work closely with Plan Advisors, sales teams, and subject matter experts to gather necessary information.
• Quality Assurance: Review and proofread RFPs to ensure clarity, accuracy, and compliance with client requirements.
• Market Research: Stay current on industry trends, competitor offerings, and regulatory changes in the retirement plan industry.
• Process Improvement: Identify opportunities to improve the efficiency and effectiveness of the RFP process.

Knowledge, Skills, and/or Experience:

• 2-4 years of experience working in the retirement industry. Preferred experience working on an RFP team analyzing pricing, service platforms and other relevant information.
• Strong editing, and proofreading abilities.
• Exceptional attention to detail and organizational skills.
• Ability to manage multiple projects and meet deadlines.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Experience with RFP software tools is a plus
• Familiarity with 401(k) plans, retirement plan services, and industry terminology is preferred.

Education and/or Experience:

• Analytical Thinking: Ability to analyze complex information and present it clearly.
• Collaboration: Proven ability to work effectively with cross-functional teams.
• Time Management: Ability to prioritize tasks and manage deadlines effectively.
• Adaptability: Comfortable working in a dynamic, fast-paced environment.
• Professional Growth: Opportunities for career development and industry-specific training.
• Collaborative Environment: Work with a team of dedicated professionals who value teamwork and innovation.
• Impactful Work: Contribute to the growth and success of the firm by supporting client acquisition efforts.
• Benefits: Competitive salary, comprehensive benefits, and work-life balance support.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives.

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $64,000 to $80,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.