Location: Austin, TX (hybrid onsite 4x per week)
Job Type: 12-month W2 hourly contract (extension/conversion based on performance)
Compensation Range: $43-50/hr
Benefits : health/vision/dental, 401k, and more ( https://shorturl.at/GMPcb )
We are seeking a Senior RFP Specialist on behalf of our financial services client to join their The Business Accommodation Team (BAT). BAT is a part of the Specialized Relationships Group, designed to support and resolve the unique and complex needs of clients to win and retain assets while managing firm risk. The Senior RFP Specialist will report to the Director of BAT and will be responsible for supporting the Wealth Advisory Business Development Officers with Requests for Proposals (RFP) to compete for high-net-worth business, providing world class service through a differentiated wealth management experience that drives scale and growth for the business. The RFP Service centralizes and streamlines the creation of proposals and sales presentations for HNW prospect/client asset consolidation opportunities.
Responsibilities include:
- Collaborating with partners at all levels throughout the organization (including but not limited to the Branch Network, Marketing, Wealth Services, client Wealth Advisory, Wealth Strategies Group).
- Build a good understanding of client investor segments, services, products and offerings including key opportunities in the marketplace.
- Lead efforts to develop compelling written proposals and storylines by working closely with field representatives and cross-functional partners to win business from high and ultra-high-net-worth clients and prospects.
- Excellent verbal and written communications skills including the ability to distill complex information and develop recommendations.
- Working collaboratively under the SWA BDO's direction, the Sr. Specialist utilizes content slides and attaches portfolio analysis reports to support the proposal process.
Qualifications:
- Bachelor's degree with 6+ years relevant experience.
- 2+ years specifically in RFPs within the marketing communications, product/program management, sales operations or client experience preferred.
- Financial Services industry experience is preferred.
The ideal candidate will possess the following Skills:
- A client-centric focus that keeps clients in the forefront of decisions and connects plans and actions to our purpose of serving investors and branch network personnel.
- The Sr. Specialist effectively manages and formats content slides, building clear, high-quality presentations that support business objectives and engage stakeholders.
- Detail-oriented with superior organization and project management skills and the ability to multi-task and work efficiently to meet deadlines on an independent basis.
- Knowledge of client products and services across organizations.
- Demonstrated experience building relationships and working with cross-functional teams.
- Superior written and verbal communication skills, including being able to synthesize data, develop cohesive business cases and recommendations, influence partners and create and deliver compelling storylines.
- Good problem-solving skills and the ability to learn quickly and thrive in a complex, dynamic environment.
- Outstanding "soft" skills including ability to work well with a diverse range of partners and proactive, can-do attitude, with high adaptability.
Job ID: JN -082026-142367
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Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Cella, a randstad digital company, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Cella by randstad digital offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).
This posting is open for thirty (30) days.
