RFP Project Coordinator

📋 Description

• Coordinate the project management of RFPs, requests for information, questionnaires, marketing
• Draft, edit, and tailor standard and custom responses to clearly address prospect questions and
• Create and format tables, charts, graphs, exhibits, and other supporting materials for RFP
• Partner with internal subject matter experts to gather and validate information used in RFP and
• Review final materials for accuracy, completeness, grammar, formatting, word usage, and compliance
• Ensure consistency with approved messaging, brand standards, regulatory requirements, and

🎯 Requirements

• Bachelor’s degree in Business, Marketing, English, Journalism, Communications, Writing, or a
• 2+ years of experience in an RFP role; financial services experience preferred
• Strong written and verbal communication skills, with the ability to present complex information
• Strong project management, organization, and time-management skills, including the ability to
• Excellent attention to detail and commitment to accuracy, quality, and follow-through
• Ability to work independently, take ownership of assignments, and solve problems

🎁 Benefits

• Top tier healthcare coverage
• 100% paid premium for disability and employee life insurance coverage
• Health and Dependent Care FSA and HSA options
• Company 401K contribution
• Hybrid work policy
• Paid time off & 15+ holidays