Proposal Consultant

About the Role

Key Responsibilities

• Develop and produce sales materials, primarily Requests for Proposals, tailored to specific client requirements.
• Manage, complete, and produce proposal requests for complex opportunities from internal business partners including Account Executives, Solution Architects, and Senior Management.
• Build and maintain strong relationships with internal clients to facilitate effective communication.
• Train and mentor new associates and serve as a team leader or coach for others.
• Lead initiatives that drive efficiencies and improve processes across the team and broader organization.
• Plan, organize, and manage proposal activities such as timelines and project deliverables.
• Research appropriate project responses using supplied databases and other sources.
• Display strong product and technical knowledge within the supported market and Fidelity services.
• Manage multiple projects simultaneously to meet deadlines and ensure quality output.
• Ensure responses align with questions, eliminate redundancies, and leverage learnings from previous efforts.

Requirements

• Bachelor's Degree required; preferred degrees in Marketing, English, or Journalism.
• Three or more years of financial industry experience and/or proposal management experience.
• Strong written and verbal communication skills.
• Outstanding organizational and time management skills.
• Excellent project management skills with the ability to manage multiple moving parts within tight timeframes.
• Strong interpersonal skills and ability to communicate effectively with all levels of the organization.
• Ability to work independently and as part of a team with minimal supervision.
• Proficiency in managing documents and ensuring responses are aligned and efficient.
• Experience with researching project responses and managing proposal activities.

Nice to Have

• Experience working in a fast-paced environment.
• Experience with proposal development in the financial services industry.
• Knowledge of Fidelity products and services.

Qualifications

• Bachelor's Degree in Marketing, English, Journalism, or related field.
• Three plus years of relevant experience in financial industry or proposal management.

Benefits & Perks

• Most roles at Fidelity are hybrid, requiring onsite work every other week.
• Opportunities for training and development.
• Collaborative team environment.