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Principal Financial Group RFP Writer in Des Moines, Iowa

Responsibilities

As a RFP Writer on the Global RFP Services team, you’ll assist with the production of Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Dilligence Questionnaries (DDQs), and work collaboratively with the team to ensure requests are executed efficiently, accurately, and timely. We are looking for someone who is has great writing skills, a keen eye for detail, and who is experienced in the financial industry to join our team and help make an impact!

Here are additional examples of the types of things you'll do:

  • Completion of Requests for Proposal (RFPs), Requests for Information (RFIs) and/or Due Diligence Questionnaires (DDQs) which promote the products, services, and retention of Principal Asset Management’s prospects, and existing clients. This role will liaise with content managers and subject matter experts(SMEs) throughout the organization to ensure accuracy and clarity is articulated in all RFP, RFI, DDQ and Consultant Database responses.

  • Compose and develop RFP, RFI, and complex DDQs and consultant database entry responses for noteworthy clients and consultants. Source, interpret and analyze qualitative and quantitative information for applicability and completeness.

  • Utilize various tools (RFPIO, Excel pivot tables, IDRT, Morningstar Direct, etc.) for use in data responses for RFP, RFI, DDQ and Consultant Database entries.

  • Liaise with proposal content editors and other subject matter experts (SMEs) around the organization to ensure accuracy of responses. This includes implementing suggestions provided by SMEs and content managers after quality reviews while ensuring responses are submitted on a timely basis.

  • Organize and efficiently manage workload. Communicate to business partners including investment staff and sales and distribution on updates on progress to projects.

This position is also a great way to advance your career. As a growing company with over 20,000 employees around the world, Principal offers a lot of ways for you to learn more, earn more and achieve more. That’s one reason we were named/recognized as one of Forbes America’s Best Employer’s.

Qualifications

We are looking for someone with:

  • Bachelor's degree or equivalent experience required

  • 2+ years relevant RFP experience in the financial industry

  • Previous experience in a RFP, marketing, or sales capacity, preferably within a financial services or asset management company, desired

  • Strong project management, interpersonal, organizational and written and verbal communications skills required

  • Good understanding of asset management and knowledge of (or ability to learn) Principal Asset Management product offerings and markets required

  • Proficiency in Microsoft Office required

  • Ability to learn systems and applications/databases used within the firm required

Successful candidate will have the following:

  • APMP certification would be a plus but not a requirement

  • FINRA Series 7 and 66 or FINRA Series 7, 24, and 66 examinations are a plus but not a requirement

  • Success in this position requires a strong attention to detail, the ability to handle a large volume of requests and multiple projects at the same time while meeting deadlines

  • The incumbent should be able to learn quickly and adapt to a constant changing of priorities in fast paced and high-pressure environment

  • The incumbent should be able to use critical thinking and build from knowledge and experience learned daily

  • Additionally, the incumbent should be able to work well in a team environment

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range

$63800 - $121200 / year

Additional Information

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants)

Investment Code of Ethics

For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore ourcore values (https://www.principal.com/about-us/careers#core-values) ,benefits (https://www.principal.com/about-us/careers#benefits) and whywe’re an exceptional place (https://www.principal.com/about-us/careers#reputation) to grow your career.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

LinkedIn Remote Hashtag

#LI-Remote

Job Locations US-IA-Des Moines

Posted Date 2 weeks ago (1/25/2023 2:32 PM)

Job # 2023-38351

Category Marketing

Ent Seg PGI

Bus Area PGI Other

Pos Typ Regular Full-Time

Remote Yes

FLSA Exempt

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