Description

CAPTRUST is seeking a RFP Associate II to join its internal business development and sales enablement team within the organization’s marketing function with the primary responsibility of contributing to the support, execution, and elevation of one of the team’s four primary areas of focus, request for information (RFI) and request for proposal (RFP) deliverable request and fulfillment, which are part of the organic sales process associated with business development efforts for a rapidly growing and collaborative organization. Primary responsibilities may include the following, among others:

• Assist with, contribute to, and be responsible for the creation, development, completion, and fulfillment (digital and physical) of the following primary deliverables, at minimum, which are associated with the firm’s business development efforts and activity:
  • Request for Proposals
  • Request for Information
  • Due Diligence Questionnaire
  • Public Plan Requests
• Deliver specific peer review efforts for initial draft and final submission responses, and final submission requirements to ensure department standards, quality control, and consistent execution
• Work with team members and internal subject matter experts to identify, refine, and enhance core response content in an ongoing capacity to align with industry and firm evolutions
• Assist with cross-functional teams and utilize internal resources and systems as needed in the creation of business development materials
• Coordinate and utilize all applicable sample and custom materials and deliverables associated with each business development opportunity
• Populate databases and business development resources with recent deliverables, materials, and information for archiving and organization purposes

Requirements

Minimum Qualifications:

• Successfully demonstrated 2+ years of experience in business development or similar functioned support roles commensurate with the outlined role responsibilities
• Bachelor’s degree or equivalent in business administration, marketing, or similar degree
• Excellent project management and organizational skills necessary with an appropriate level of attention to detail and accountability
• Proven ability to positively, constructively, and professionally engage and interact with diverse group of colleagues and individuals
• High degree of proficiency in Microsoft Office Suite including Word, Excel, and PowerPoint in addition to utilization of SharePoint, Teams, and OneNote
• Demonstrated ability or experience with production, development, or fulfillment of responses for Request for Proposals (RFPs), Due Diligence Questionnaires (DDQ), or other similar vehicles

Desired Qualifications/Skills

• Knowledge and awareness of the business development and marketing activities, challenges, and requirements associated with an RIA within the financial services industry specifically for wealth management, retirement plan, and endowment foundation audiences
• Understanding and experience working within sales enablement and automation platforms and supporting technologies i.e. Responsive and third party platforms (Ariba, InHub, etc.) as well as Seismic is a plus
• Must be a self-starter with the ability to work both independently and within a collaborative team environment
• Must be coachable, possess curiosity, and a desire to learn
• Excellent interpersonal communication skills
• Ability to consistently meet deadlines
  Must be able to demonstrate a sense of urgency and desire to win
• Must possess poise and focus in a deadline-driven environment and stressful situations
• Ability to work on multiple projects with simultaneous deadlines