Request for Proposal, Specialist

About the position

At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Responsibilities

• Responds to Requests for Proposal (RFPs) using pre-written text and creating new text for complex and high profile opportunities.
• May review RFPs from more senior professionals for quality control and guidance.
• Reviews, interprets, and researches questions about Vanguard and related subject matters within short timeframes.
• Owns the RFP completion process at each stage, including research, writing, revision, and production.
• Performs research on investments, fund performance, or other financial services topics.
• Coordinates subject matter expert research as needed.
• Assists with RFP content management to update samples for future use and archive final responses for retrieval.
• May respond to other requests, including industry surveys, as needed.
• Participates in special projects and performs other duties as assigned.

Requirements

• At least five years related work experience and two years Prior RFP/RFI experience
• Undergraduate degree or equivalent combination of training and experience
• RFP knowledge management experience
• Strong stakeholder management
• High emotional intelligence
• Strategic thinking
• Persuasive writing
• Strong project management skills