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TIAA RFP Response Specialist in Charlotte, North Carolina

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com

RFP Response Specialist

This position is accountable the management and delivery of Requests for Proposals (RFPs) and for creating additional supporting documentation to support our RFP processes; including drafting RFI's, pricing proposals, and ad hoc documents for external and internal clients. The role holds responsibility for independently managing and executing of projects that meet detailed client specifications and comply with local regulation. The RFP Lead will be interacting with product management and sales teams, and SMEs across the business to ensure product information and proposals are customized appropriately.

Key Responsibilities and Duties

  • Manage, coordinate and lead RFP projects from initial receipt through RFP delivery.

  • Write, edit, organize, and package responses to Request for Proposals in compliance with client requirements.

  • Ability to lead RFP meetings with subject matter experts internally to ensure the sales positioning is meets the objective of the sales strategy aligned to each proposal.

  • Accountable for the editing and proofreading of the final draft to ensure 100% accuracy of content, grammar, style and formatting.

  • Develop and facilitate relationships with key business partners and stakeholders.

  • Assist the Knowledge Manager in managing and updating database content with responses from recent proposals.

  • Contribute to creating and distributing information on improving processes in proposal cycle to team and business partners.

Qualifications

  • 2 Years Required; 3 Years Preferred

  • University (Degree), Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level

6IC

Summary

Responsible for supporting the marketing efforts and consultant database management of Nuveen’s various investment affiliates. This includes the preparation and distribution of RFPs and due diligence questionnaires for existing clients, new clients, sub-advisor programs, and consultants; the quantitative and qualitative maintenance of retail databases; the collection of data across affiliates; and ad-hoc special projects.

Additional Duties and Responsibilities

  • Manage, coordinate and lead RFP projects from initial receipt through RFP delivery.

  • Write, edit, organize, and package responses to Request for Proposals in compliance with client requirements.

  • Ability to lead RFP meetings with subject matter experts internally to ensure the sales positioning is meets the objective of the sales strategy aligned to each proposal.

  • Accountable for the editing and proofreading of the final draft to ensure 100% accuracy of content, grammar, style and formatting

  • Develop and facilitate relationships with key business partners and stakeholders.

  • Assist the Knowledge Manager in managing and updating database content with responses from recent proposals.

  • Contribute to creating and distributing information on improving processes in proposal cycle to team and business partners.

  • Managing deadlines across time zones.

Required Experience

  • Minimum of 2 years experience in the preparation of RFPs, due diligence questionnaires or in the handling of client service requests.

Preferred Experience

  • 3+ years experience in the preparation of RFPs, due diligence questionnaires or in the handling of client service requests.

  • Bachelor’s degree, ideally gained in a related subject i.e. Finance, Economics, Business etc.

  • Significant RFP experience gained within Asset Management, including knowledge of the requirements and nuances of Institutional Clients in both Private and Public Markets.

  • Real Assets experience a plus

  • Proficient in Microsoft Word, Excel, and Project and PowerPoint and RFP databases.

  • Strong writing, editing and proofreading skills.

  • Strong research and analytical skills.

  • Clear and concise verbal and written communication skills.

  • Ability to manage multiple projects while adhering to strict deadlines and producing quality work.

  • Experience operating within a large, matrixed asset management organization preferable.

  • Strong sales and client service orientation.

  • Ability to quickly assimilate new information regarding specific product and technical topic; including accurately writing about a topic or concept immediately after introduction.

#NUVEEN

Minimum Pay: $63,000.00

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

For residents of California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) to access the EU / UK Pre-employment Notice.

For all other residents, click here (http://www.tiaa.org/public/tiaa-nuveen-privacy) to access the Applicant Privacy Notice.

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

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