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Role Summary

The RFP Editor plays a lead role in advancing the strategic sales objectives of T. Rowe Price's global distribution units. The RFP Editor functions as the primary liaison with key principals from our global distribution units and subject matter experts - in the project management and completion of prospect and client information requests -with the objective of winning and/or retaining business.

The RFP Editor is responsible for overseeing and managing the entire proposal process. Working within stated deadlines, the RFP Editor collaborates directly with senior stakeholders in Sales, Marketing, Investments, Legal and other business units, to strategically and accurately position T. Rowe Price and its products, personnel, policies, and procedures in proposals-broadly defined as RFPs, RFIs and DDQs. The RFP Editor is expected to adhere to internal processes and partner effectively with team members across Global RFP in order to deliver high quality, compelling documents.

Responsibilities

The RFP Editor is responsible for managing the proposal process and the related network of internal and external constituents, which includes:

• Communicating with senior sales, client service and investment professionals to assess prospect and client needs, understand the firm's strategic advantages in the marketplace, and create proposals and due diligence documents that express these advantages clearly and accurately, in a timely manner.
• Effectively collaborating with all stakeholders required for effective proposal creation and delivery:Where appropriate, mentoring junior members of the RFP team, accurately highlight outliers, ensure information and data is correctly sourced; working with RFP Specialists, SMEs and Content Managers to ensure that original or revised content is vetted and captured.
• Taking the lead on the largest, most complex proposals (both standard and fully custom offers) that are critical to the organization. Responsible for reviewing and owning responses to requests for proposal submitted by top priority clients..
• Identifying and implementing best practices across the proposal development value chain: working within the agreed protocols and parameters of the T. Rowe Price RFP/DDQ process; including use of RFP Library Responsive, leveraging tech solutions, adhering to process and policy documents, sourcing information internally, and maintaining accurate and up-to-date statistics in the record system.
• Tailoring the firm's standard responses as needed to ensure that competitive positioning points are communicated relevantly and effectively within each output; ensuring that each proposal exhibits editorial integrity, the firm's voice, branded strategies and a high degree of readability.
• The RFP Editor will be working on multiple project proposals at any given time so needs to be adept at project management co-ordination to ensure the accurate and timely delivery of deadline-driven tender documents, in addition to continually forwarding the initiatives of theorganisation.
• The RFP Editor needs to be an active, ongoing contributor to the operational evolution of proposals, both in terms of knowledge dissemination and in process/procedure improvement. This includes:
• Keeping abreast of specific regional business plans; attending meetings and trainings and flagging any potential encounters that could impact RFP Team strategy; understanding of clients/prospects/markets.
• Advising business leadership on proposal processes and library content changes, informed by external market best practices and supporting technology.
• Conducting legal and business reviews for potential projects and collaborate with management on final "go/no-go" decisions.
• Developing best practices and policies to enhance the effectiveness and efficiency of the RFP process and leading respective projects.
• Supporting the adoption of technical solutions: Leverage AI and automation tools to enhance proposal development efficiency and effectiveness. The RFP Editor needs to stay abreast of technical developments at the industry and firm level, demonstrating optimal utilization of the RFP team's technological resources. Active involvement in testing new technologies and defining best practices is crucial, encompassing AI utilization, process automation recommendations, and other innovative solutions.

Qualifications

Required:

• Bachelor's Degree or work equivalentAND
• 8+ years RFP experience (finance/investment industry preferred) with demonstrable skills in content creation and management, product mastery and positioning, proposal development and oversight, and relationship management.
• In-depth knowledge of investment products and services ideally across multiple distribution channels
• Experience interfacing with senior investment and market facing professionals
• Strong communication, interpersonal and negotiation skills
• Ability to handle multiple projects in a deadline-driven environment
• Demonstrated technical ability - ability to assess the accuracy and relevancy of key performance data
• Ability to work independently and strategically
• Adapts well to changing priorities
• Demonstrates an understanding of the application of technology in business processes, with hands-on experience in employing AI and software to enhance workflow.
• Proficiency in English
  

Preferred:

• Experience in investment management, analytics, financial writing or technical writing
• Mastery of fundamental investment knowledge, institutional portfolio concepts, and basic quantitative analysis

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.