Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
Primary Responsibilities:
- Collaborate with Sales partners to produce complex, high quality proposals that contain responses obtained through a variety of resources including the RFP content management system, Product Managers, Subject Matter Experts (SMEs), and other colleagues across the organization as necessary. Manage overall project requirements and milestones, communicate proactively, coordinate internal strategy meetings, outsource questions, format documents, create compliance-approved custom content, and provide document quality review. Oversee project milestones and ensure output is consistent with all required proposal standards and business objectives. Coordinate final document distribution and ensure external deliverables are met.
- Train and mentor team members, and serve as a resource for market-specific support. Clearly articulate challenges through verbal and written communication to build consensus with our business partners.
- Collaborate with business partners across the organization to deliver consistent messaging in the marketplace.
- Assist with internal content library maintenance by submitting material and non-material change requests as well as new Q&A pairings. Update internal tracking systems for real time reporting purposes. Impact a range of ongoing product and process initiatives. Lead and serve as a key contributor on cross-functional projects, process enhancements, special projects.
- Support a range of project complexities; primarily above average and complex projects, with added support for simple and average projects as volumes demand. Perform review of proposals to ensure accuracy of data and provide constructive feedback and guidance to team members.
- Plans and organizes his/her own work by establishing clear tasks and priorities
- Develops or uses tools to plan and organize his/her own time effectively
- Monitors the progress of tasks and activities, and keeps supervisor/manager informed of Progress
Educational Qualification:
- Bachelor's degree in a related field or an equivalent combination of education and work experience
Required skills and competencies:
- Understanding of investment and retirement terminology desirable but not mandatory
- Excellent interpersonal, project management, and organizational skills
- Demonstrated ability to work well under pressure with attention to detail
- Ability to think critically and draw from several resources to create simple, unified, persuasive output
- Build productive internal/external working relationships
- Proficiency with MS Office, PowerPoint, Adobe Acrobat, and Qvidian
Required Experience:
- 2-6 years of experience in RFP/ pre-sales
- Tools Worked: MS Office (Excel, PPT, Word)
This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason, as per terms and conditions of your employment contract.
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
