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Role Summary

The RFP Editor plays a lead role in executing 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.
• 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, tech solutions, process documents, internal sources, policy documents.
• 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. Further: collaborating with market-facing associates at a high level of firm/product knowledge, client/prospect understanding, and competitive command of the marketplace managed in a spirit of transparency and candor.
• Tailoring the firm's standard responses as needed to ensure that competitive positioning points are communicated relevantly and effectively within each output; holistically editing each output so that each proposal exhibits editorial integrity, the firm's voice, branded strategies and a high degree of readability.
• 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: 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.
• 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 the organization.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years of total relevant work experience
• Significant previous RFP experience , preferably in institutional investment with demonstrable skills in content creation and management, product mastery and positioning, proposal development and oversight, and relationship management.
• 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

Preferred:

• In-depth knowledge of investment products and services ideally across multiple distribution channels
• 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 two days per week from home.