The RFP Specialist plays a critical role in the Request for Proposal (RFP/RFI) process for Hartford Funds’ retail and institutional businesses. The role is responsible for ensuring that RFP responses are timely, thorough and accurate and promote new business and client retention opportunities. The RFP Specialist will also participate in various initiatives designed to improve the overall efficiencies of the team.
Responsibilities of the role:
- Preparing and responding to RFP and RFI requests; drafting responses that are thorough, accurate and highlight Hartford Funds’ products for competitive advantage and maximum impact.
- Preparing and responding to quarterly client service requests.
- Helping ensure that data for Hartford Funds’ products and services are accurately populated into external consultant databases on a monthly and quarterly basis and through periodic ad-hoc requests.
- Building relationships and proactively interacting with RFP stakeholders (such as the Product, Research, Distribution, Legal, Compliance, Marketing, Human Resources and the Hartford Funds’ sub-advisers) to keep abreast of current information related to the firm, its strategies and initiatives for the future.
- Participating in various projects aimed at improving the overall efficiency of the RFP team.
- Maintaining various consultant databases by populating data on a monthly or quarterly basis
- Creating and/or updating Sample RFPs
- Continuously improving the accuracy and relevancy of all information contained in the RFP response database.
- Working in a fast-paced environment with conflicting deadlines.
Qualifications:
- Bachelor’s Degree required
- 5+ years of experience within the financial services industry required; prior RFP experience required
- Excellent writing and communication skills with the ability to address technical investment-oriented detail in a clear, concise and compelling manner
- Possess a high level of initiative and be a self-starter, self-directed, and highly motivated
- Solid organizational skills with strong attention to detail
- Critical thinking, quantitative skills and the ability to understand and interpret detailed information such as investment performance and portfolio characteristics
- Actively works to build and maintain strong relationships with both external and internal business partners
- Experience leading and/or participating in a cross-functional project team environment
- Ability to learn quickly and work independently, but also to contribute as part of a team
- Proficiency in Microsoft Excel/Word/PowerPoint required
- Experience with a content management database (Loopio, Qvidian, RocketDocs, etc.) a plus
