RFP Specialist

Location: Maryland, US

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Requisition Number: 80584

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Role Summary

The RFP Specialist plays a critical role in advancing the strategic sales objectives of T. Rowe Price’s global distribution units by supporting client servicing and prospecting activities. This includes ensuring that Request for Proposal (RFP), Request for Information (RFI), and Due Diligence Questionnaires (DDQ) are created accurately and timely in accordance with client expectations. Coordination with global distribution units and subject matter experts (e.g. product, investment) as needed is essential to complete these requests with the objective of winning and retaining business.  

The RFP Specialist is responsible for supporting senior RFP team members as well as managing less complex requests independently as appropriate. The RFP Specialist is expected to adhere to internal processes and partner effectively with team members across Global RFP to deliver high quality, compelling documents. 

Responsibilities 

The RFP Specialist is responsible for preparing, customizing, and managing content for deadline-driven requests for proposals from prospects and current clients: 

  • 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.  

  • Effectively collaborating with all stakeholders required for effective proposal creation and delivery: Accurately highlight outliers, ensure information and data is correctly sourced; working with RFP Editors and SMEs to ensure timely delivery of requests. This also includes the formatting of the final response, attachments, and uploading to portals as well as working with Content Managers to ensure that original or revised content is vetted and captured. 

  • Making an effort to 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 Specialist 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. 

  • Supporting and advocating for the adoption of technical solutions: Leverage AI and automation tools to enhance proposal development efficiency and effectiveness. The RFP Specialist 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 the equivalent combination of education and relevant experience  

  • Detailed oriented 

  • Strong communication skills 

  • Strong time management skills 

  • Ability to handle multiple projects in a deadline-driven environment 

Preferred: 

  • Demonstrates an interest of the application of technology in business processes, including AI and other software to enhance workflow

  • Experience with deadline driven work 

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 a week from home. 

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Community / Marketing Title: RFP Specialist

Company Profile:

Location_formattedLocationLong: Maryland, US

CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

We’re driven by our purpose: To identify and actively invest in opportunities to help people thrive in an evolving world.

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