Vanguard · 5 hours ago
RFP Sr. Specialist
Scottsdale, AZ
Full-time
Hybrid
Senior Level
5+ years expVanguard is dedicated to the long-term financial wellbeing of its clients and seeks an RFP Sr. Specialist to respond to Requests for Proposal by creating new content and coaching others on best practices. The role involves deep industry knowledge, research, and collaboration with sales professionals to enhance Vanguard's competitive positioning.
FinanceFinancial Services
No H1B
Responsibilities
Responds to Requests for Proposal (RFPs) by creating new text for complex and strategic opportunities and generating pre-written responses that will serve as a template for others
Demonstrates deep industry knowledge into responses, coaches other crew in RFP best practices
May review RFPs from others for quality control and guidance
Reviews, interprets, and researches questions about Vanguard and related subject matters within short timeframes
Exercises judgement and investment acumen throughout the RFP completion process, including research, writing, revision, and production
Advises sales professionals based on the content of the responses
Builds and uses expertise of the market and competitive environments to help position Vanguard services appropriately
Collects and disseminates relevant competitive data among various internal teams
Performs research on investments, fund performance, or other financial services topics
Coordinates subject matter expert research as needed
Serves as a key point of contact for internal and external partners
May respond to other requests, including industry surveys, as needed
Participates in special projects and performs other duties as assigned
Qualification
Required
Five+ years related work experience
Two+ years prior RFP/RFI, Sales, or Marketing experience
Strong writing and project management skills
Intellectual curiosity and high EQ
Artificial intelligence experience with ability to leverage for RFPs
RFP knowledgebase software experience
Preferred
APMP certification strongly preferred
Undergraduate degree, Masters preferred
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Founded in 1975Kelayres, Pennsylvania, USA
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Salim Ramji
Chief Executive Officer
Andrew Maack
Principal, Head of US Equity Index Portfolio Management
Recent News
2026-01-20
2025-09-05
2025-03-15
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