Wealthspire Institutional brings together a network of affiliated firms that provides institutional advisory, wealth management, institutional advisory, and business management services to individuals, families, and institutions across the United States, Canada, and the United Kingdom. Through its specialized subsidiaries and affiliates, clients can access wealth management, retirement plan consulting, nonprofit endowment and foundation advisory, business management, and family office services tailored to their evolving financial needs.
Wealthspire invests in the people, technology, and resources that expand what the firm can do for clients, while preserving the personal relationships and accountability that are central to its client service approach.
Inspiring Trust. Enriching Lives.
For more information, visit www.wealthspire.com.
Role Overview:
The RFP (Request for Proposal) Team Analyst plays a key role in supporting the business development and client acquisition processes by creating compelling, accurate, and timely responses to RFPs and RFIs (Request for Information). This role requires strong analytical skills, attention to detail, and the ability to manage multiple projects simultaneously while collaborating with subject matter experts and sales teams. The role will also require skills to present reports to clients in a committee meeting.
Key Responsibilities:
- RFP Analysis: Prepare, edit, and deliver high-quality RFP and RFI benchmarking reports for clients in the 401(k) plan industry.
- Project Management: Manage the end-to-end RFP process, ensuring deadlines are met and deliverables are accurate and client-focused.
- Collaboration: Work closely with Plan Advisors, sales teams, and subject matter experts to gather necessary information.
- Quality Assurance: Review and proofread RFPs to ensure clarity, accuracy, and compliance with client requirements.
- Market Research: Stay current on industry trends, competitor offerings, and regulatory changes in the retirement plan industry.
- Process Improvement: Identify opportunities to improve the efficiency and effectiveness of the RFP process.
Qualifications:
- Experience: 2-4 years of experience working in the retirement industry. Preferred experience working on an RFP team analyzing pricing, service platforms and other relevant information.
- Skills:
- Strong editing, and proofreading abilities.
- Exceptional attention to detail and organizational skills.
- Ability to manage multiple projects and meet deadlines.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Experience with RFP software tools is a plus
- Proficient mathematical skills.
- Knowledge: Familiarity with 401(k) plans, retirement plan services, and industry terminology is preferred.
Key Competencies:
- Analytical Thinking: Ability to analyze complex information and present it clearly.
- Collaboration: Proven ability to work effectively with cross-functional teams.
- Time Management: Ability to prioritize tasks and manage deadlines effectively.
- Adaptability: Comfortable working in a dynamic, fast-paced environment.
Why Join Us:
- Professional Growth: Opportunities for career development and industry-specific training.
- Collaborative Environment: Work with a team of dedicated professionals who value teamwork and innovation.
- Impactful Work: Contribute to the growth and success of the firm by supporting client acquisition efforts.
- Benefits: Competitive salary, comprehensive benefits, and work-life balance support.
Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $58,500–$71,500. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
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