Requests for Proposals Specialist

Title: RFP Specialist

Location: Philadelphia, PA United States

Job Description:

Empowering Financial Futures.

For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Endowments & Foundations: Empowering our clients to achieve their mission and make a lasting impact.

Every endowment and foundation has a distinct set of values and a defining mission. As a long-standing partner, we share in those values, fully align with your vision and work as one to bring you innovative investment and advisory solutions. With the same goals in mind, we will work together to help position your assets for growth and support your organization to deliver on its commitments.

This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).

OVERVIEW:

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.

RESPONSIBILITIES:

• Proposal Preparation

• 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.

• Content Development & Knowledge Management

• 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.

• Collaboration & Project Management

• 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.

• Quality Assurance & Compliance

• 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.

REQUIRED QUALIFICATIONS:

• 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.

PREFERRED QUALIFICATIONS:

• 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.

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US.

Our Benefits Overview:

• Competitive health and welfare benefits, including company HSA contributions
• Numerous voluntary benefit choices available
• Superior 401k match
• Tuition reimbursement
• Company subsidized commuter benefits
• Generous paid time off, including parental leave
• Plus more!

Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. 

We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.

#LI-hybrid