Manager, RFPs

Reposted 6 Days Ago
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3 Locations
In-Office
Senior level
Fintech
The Role
The Manager, RFPs oversees the RFP team, ensuring timely and compliant proposal delivery, while developing strategies to engage and guide staff in best practices and operational improvements.
Summary Generated by Built In

Core Responsibilities

  • Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
  • Oversees the timely delivery of effective RFPs. Monitors workflows and evaluates staffing levels to accommodate business needs for RFP specialists. Advances operational efficiency by continually reevaluating staff structure, RFP workflows, technology, and trends within the industry. Uses unit dashboards to identify trends and improvement opportunities.
  • Maintains all RFP business needs and engages budget and space-planning discussions to address any concerns. Provides strategic direction to business leaders on RFP-related matters in various business lines and/or regions.
  • Ensures that all RFP content is compliant with corporate and regulatory guidelines. Provides quality control of work produced by more junior RFP specialists. Advises crew and leaders on changes that impact the style, content, or production of RFPs.
  • Responds to Requests for Proposal (RFPs) by creating new text for the most complex and high-profile opportunities and generating pre-written responses that will serve as a template for others. Incorporates significant industry knowledge into responses, coaches other crew in RFP best practices. May review RFPs from others for quality control and guidance.
  • Reviews, interprets, and research questions about Vanguard and related subject matters within short timeframes. Owns the RFP completion process at each stage, including research, writing, revision, and production. Advises sales professionals based on the content of the responses.
  • Uses expertise of the market and competitive environments to help position Vanguard services appropriately. Collects and disseminates relevant competitive data among various internal teams.
  • Develops business strategy and makes recommendations to the sales professionals to increase Vanguard sales activity, improve client outcomes, and pursue prospects.
  • Consults with business areas to identify RFP needs, resolve issues, provide guidance to RFP crew, and streamline subject matter expert research inquiries.
  • Participates in special projects and performs other duties as assigned.

Qualifications

  • Minimum five to eight years’ work experience in proposals/RFP/RFI experience required
  • Minimum three years of management experience required; success in leading proposal teams and complex submissions
  • RFP knowledgebase software experience required, building scalable libraries
  • Experience leveraging artificial intelligence AI in RFPs, two years
  • DDQ & consultant database experience
  • Persuasive writing and creative flair
  • Intellectual curiosity and high EQ
  • APMP certification
  • AI certification
  • Undergraduate degree required, Graduate degree preferred

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Top Skills

Artificial Intelligence
Rfp Knowledgebase Software
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The Company
Charlotte, NC
20,252 Employees
Year Founded: 1975

What We Do

We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.

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