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RFP Specialist

Conshohocken, Pennsylvania;

Job Description:

RFP Specialist supports the request for proposal (“RFP”) production for Bank of America Institutional Investments & Philanthropic Solutions. In this role, the individual is expected to work as a project manager taking the lead in collaborating with various internal business partners and subject matter experts throughout the firm to create persuasive, technical sales proposals, utilizing the team’s compliance approved database of content. The ideal candidate for the RFP Specialist role will have a solid understanding of the investment management landscape—including the outsourced CIO space—as well as the ability to learn and thrive within a large organization with multiple lines of business. The RFP Specialist role requires an individual with excellent time management and communication skills and the ability to manage multiple priorities working under the pressure of deadlines with often tight turnaround times.

Responsibilities:

* Assume overall responsibility for proposal activities

* Coordinate all aspects of the proposal response production to assure each response meets or exceeds quality standards

* Work directly with sales teams to coordinate the proposal response including setting up timelines for deliverables

* Provide status updates in a timely fashion to sales team members and proactively alert appropriate team members of any issues; provide recommended solution for issue resolution

* Work directly with internal business partners and subject matter experts to create and update responses

* Assist in the maintenance of the content database to adhere to compliance standards

Desired Skills:

  • Bachelor’s degree (major in Business, English, or Communications preferred) or relevant work experience.
  • Proficiency in Microsoft applications including Word, Excel, PowerPoint and Outlook
  • Able to work effectively with minimal supervision
  • Capable of managing multiple projects at one time
  • Relationship and time management skills
  • Strong professional verbal and written communication skills
  • Focus on attention to detail, including grammar and formatting
  • Must be a strong individual contributor within a team environment
  • Previous RFP experience preferred
  • Financial services experience preferred
  • Experience working with content management applications such as Qvidian or PMAPS preferred

Skills:

  • Collaboration
  • Issue Management
  • Project Management
  • Strategy Planning and Development
  • Workforce Planning
  • Business Acumen
  • Business Intelligence
  • Business Operations Management
  • Client Solutions Advisory
  • Reporting
  • Client Experience Branding
  • Measurement Effectiveness
  • Process Management
  • Referral Identification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-24026777

Manages People: No

Travel: Yes, 5% of the time

California pay and benefits information

California pay range:

$85,100 - $132,100 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

New York pay and benefits information

New York pay range:

$85,100 - $132,100 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Washington DC pay and benefits information

Washington DC pay range:

$85,100 - $132,100 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Street Address

Primary Location:
300 Conshohocken State Rd, PA, Conshohocken, 19428
Additional Locations:
1800 K St NW, Washington, District of Columbia, United States 110 N Wacker Dr, Chicago, Illinois, United States 901 MAIN ST, Dallas, Texas, United States 100 Federal St, Boston, Massachusetts, United States 2049 Century Park E, Los Angeles, California, United States 114 W 47TH ST (NY8114), New York, New York, United States