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RFP Specialist

NFP

Potomac, MD

RFP Specialist

NFP

Potomac, MD

Dec 12, 2025

Finance

Job Description

Summary:

The RFP Specialist is responsible for playing an integral role in business development efforts by completing and reviewing RFPs, RFIs and requests for all aspects of Fiducient Advisors' business lines, including retirement plans, endowment/foundation, private wealth and financial institutions. In addition, this role will work in conjunction with others to help maintain our RFP content management system and review proposals from other colleagues.

Responsibilities:

Respond to and manage RFPs, RFIs and other proposal requests for prospective and current clients from start to finish

Customize documents reflecting responses to specific opportunities, including cover letters and executive summaries

Coordinate multiple projects simultaneously to meet strict deadlines

Collaborate with various departments throughout the firm to ensure proposals adhere to standards

Maintain consistency and quality of language and data in the RFP database

Required Education, Professional & Technical Experience:

Bachelor’s Degree or relevant work experience

A minimum of 3 to 5 years’ professional experience in RFP creation or writing

Excellent writing, grammar and editing skills with strong attention to detail

Demonstrated experience in customizing proposals to specific prospect requirements and guidelines

Familiarity with investments (retirement plans, endowments and foundations) and/or previous work experience within the financial industry

Ability to manage priorities with time restrictions

Proficient in Microsoft Suite and Adobe Acrobat Pro

RFP software experience is a plus

Essential Traits:

Thoughtful ability to establish rapport and build relationships.

Exceptional communication with notable writing skills.

Adaptability when priorities shift and able to work independently.

Sound judgment and problem-solving skills.

Innovative, curious and enthusiastic.

Detail-oriented with a high level of accuracy and organization.

Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.

Passionate about working in an organization that values and promotes inclusion and belonging.

Work Environment & Travel Requirements:

This role may travel up to 5% of the time for training and or business/events.

This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays and 401(k) with match and more. The base salary range for this position is $73,000 – $90,000. 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.

Summary:

The RFP Specialist is responsible for playing an integral role in business development efforts by completing and reviewing RFPs, RFIs and requests for all aspects of Fiducient Advisors' business lines, including retirement plans, endowment/foundation, private wealth and financial institutions. In addition, this role will work in conjunction with others to help maintain our RFP content management system and review proposals from other colleagues.

Responsibilities:

Respond to and manage RFPs, RFIs and other proposal requests for prospective and current clients from start to finish

Customize documents reflecting responses to specific opportunities, including cover letters and executive summaries

Coordinate multiple projects simultaneously to meet strict deadlines

Collaborate with various departments throughout the firm to ensure proposals adhere to standards

Maintain consistency and quality of language and data in the RFP database

Required Education, Professional & Technical Experience:

Bachelor’s Degree or relevant work experience

A minimum of 3 to 5 years’ professional experience in RFP creation or writing

Excellent writing, grammar and editing skills with strong attention to detail

Demonstrated experience in customizing proposals to specific prospect requirements and guidelines

Familiarity with investments (retirement plans, endowments and foundations) and/or previous work experience within the financial industry

Ability to manage priorities with time restrictions

Proficient in Microsoft Suite and Adobe Acrobat Pro

RFP software experience is a plus

Essential Traits:

Thoughtful ability to establish rapport and build relationships.

Exceptional communication with notable writing skills.

Adaptability when priorities shift and able to work independently.

Sound judgment and problem-solving skills.

Innovative, curious and enthusiastic.

Detail-oriented with a high level of accuracy and organization.

Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.

Passionate about working in an organization that values and promotes inclusion and belonging.

Work Environment & Travel Requirements:

This role may travel up to 5% of the time for training and or business/events.

This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays and 401(k) with match and more. The base salary range for this position is $73,000 – $90,000. 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.

About NFP

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RFP Specialist

NFP

Potomac, MD

Dec 12, 2025

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