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RFP Response Coordinator

2 months ago

London, Greater London, United Kingdom Vanguard Full time

Job Overview

The role involves supporting the sales initiatives by crafting precise and persuasive responses to Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and various inquiries from potential and current clients. This position requires the creation of tailored responses for intricate and significant opportunities, leveraging extensive industry and investment expertise. The specialist will also mentor colleagues in best practices for RFP submissions and develop high-quality pre-written materials that can be utilized as templates. The use of technology to enhance prioritization and automation is essential.

Key Responsibilities

  • Develops responses for complex and strategic requests by combining pre-existing content with customized text.
  • Applies sound judgment and investment knowledge throughout the RFP process, including research, writing, editing, and final production.
  • Advises sales teams based on the substance of the responses provided.
  • Ensures timely and accurate responses to inquiries, and reviews RFPs submitted by others for quality assurance.
  • Engages with a diverse range of resources, including subject matter experts from various business sectors.
  • Utilizes deep industry knowledge to draft responses that accurately address detailed inquiries regarding investment options and service capabilities.
  • Proposes enhancements to improve the overall marketing effectiveness of RFP submissions.
  • Secures necessary approvals and maintains consistency across all outputs.
  • Facilitates the integration of specialized responses into the content database as appropriate.
  • Ensures uniformity across sales channels by identifying standard and non-standard responses, collaborating with relevant SMEs to create new content when necessary.
  • Demonstrates professionalism by managing RFP submissions and meeting both internal and external deadlines.
  • Maintains comprehensive knowledge of Vanguard's offerings.
  • Conducts research on investment strategies, fund performance, and other financial service topics, coordinating with subject matter experts as required.
  • Builds strong relationships with key stakeholders and acts as a primary contact for both internal and external partners.
  • Provides insights on investment alternatives and incorporates performance data as needed.
  • Collaborates with Vanguard's sales team to strategically position investment services.
  • Serves as a resource and backup for RFP leadership.
  • Assists in reviewing RFP drafts, managing the RFP queue, and liaising with sales professionals while helping with reporting metrics.
  • Mentors team members by exemplifying best practices in RFP processes.
  • Offers guidance, training, and motivation to develop team capabilities.
  • Responsible for understanding and ensuring the effective use of RFP software applications, including content databases and third-party due diligence platforms.
  • Exhibits adaptability by accommodating frequent changes in workload and tight deadlines.
  • Strategically considers the most effective methods for fulfilling requests.
  • Practices strong time and project management skills, keeping all stakeholders informed of progress.
  • Provides direction to the RFP content manager and determines which responses should be added to the content database when necessary.
  • Participates in team presentations and collaborates with other departments as needed.
  • Engages in special projects and performs additional duties as assigned.

Qualifications:

  • Relevant work experience, including prior involvement with RFPs, DDQs, or RFIs; experience in sales support or client services is advantageous.
  • A bachelor's degree or an equivalent combination of education and experience.
  • Familiarity with Vanguard's business operations, including fund and product capabilities is preferred.
  • Comprehensive understanding of investment principles is preferred.
  • Ability to independently manage multiple projects and adapt to changing workloads and deadlines. Project management experience is a plus.
  • Professional demeanor with the ability to engage with senior management across the organization.
  • Exceptional written and verbal communication skills.
  • Strong writing abilities are essential for transforming information into professional content for sales purposes.
  • Proficiency in Microsoft Office and content management systems.
  • Understanding of prioritization and process improvement methodologies.

Work Environment

Vanguard has adopted a hybrid working model for most team members, designed to leverage the benefits of flexibility while fostering in-person collaboration and learning. We believe that our mission-driven and collaborative culture is vital for achieving long-term client success and enhancing the employee experience.