RFP and Content Manager

Geode Capital Management

$125K — $135K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 8+ years of experience in investment management in a similar role
  • Expertise in RFP & proposal software, preferably Qvidian
  • Strong writing, editing, and proofreading skills
  • Ability to work independently with minimal supervision
  • Collaborative skills to build relationships across teams
  • Proficiency in MS Office and SharePoint administration

Responsibilities

  • Manage the RFP knowledgebase (Qvidian) for investment management questionnaires
  • Lead content governance, workflow design, and process improvement
  • Ensure the accuracy and compliance of the knowledgebase content
  • Design scalable workflows incorporating technology enhancements
  • Prioritize initiatives and lead change across stakeholders
  • Influence and monitor expectations of content users and subject matter experts
  • Support client partnerships through content delivery and development

Benefits

  • Hybrid work environment with in-office days
  • Opportunities for collaboration and teamwork
  • Focus on professional development and enhancing operational maturity
  • Dynamic work atmosphere with a robust commitment to high-quality output
  • Access to advanced tools and resources for RFP management
Full Job Description
Geode Capital Management, LLC is seeking a highly motivated RFP & Content Manager to support our Business Development team and contribute to successful new business outcomes. This role is responsible for maintaining and enhancing Geode's RFP knowledgebase, collaborating with investment professionals and firmwide stakeholders to develop high-quality marketing content, and overseeing the production, organization, and ongoing upkeep of marketing resources.

The ideal candidate brings a high degree of initiative and thrives in a collaborative team environment. Prior experience in a similar role is preferred, along with strong attention to detail, excellent communication and organizational skills, and the ability to effectively coordinate and manage internal workflows.

This is a hybrid work environment opportunity located in Boston, MA with a weekly in-office schedule of Tuesdays, Wednesdays and Thursdays and remote work availability on Mondays and Fridays.

Responsibilities:
  • Manage and evolve the firm's RFP knowledgebase (Qvidian) for use within investment management questionnaires (RFPs/DDQs) and other marketing collateral
  • End-to-end responsibility for content governance, workflow design, and continuous improvement
  • Ensure that the RFP knowledgebase is robust and compliant with accurate, up-to-date information
  • Drive next-level operational maturity by designing scalable workflows and incorporating AI/technology enhancements to advance existing structures
  • Apply sound business judgment to prioritize initiatives, lead change, and ensure adoption of processes across stakeholders
  • Operate at a senior level with the capability to influence, monitor, and reinforce expected behaviors and standards of content/knowledgebase users and subject matter experts
  • Support the firm's client partnerships through regular delivery of existing content and the development of new content as directed

Skills You Bring:
  • Bachelor's degree
  • Must possess a minimum of 8+ years of relevant experience working in investment management in a similar role
  • Passion for institutional asset management marketing and/or RFP career pathways
  • Strong writing skills, including editing and proofreading
  • Mastery of RFP & proposal software administration and utilization (Qvidian preferred)
  • Strong work ethic, high initiative, and exceptional attention to detail; highly organized and able to work independently with limited direction
  • Collaborative team player able to build effective relationships with investment professionals and subject matter experts across the firm
  • Ability to anticipate project needs and proactively drive projects to completion by leveraging appropriate resources
  • High sense of urgency and the ability to manage time-sensitive deadlines with competing priorities
  • Experience with equity index strategies is ideal; commodities and options knowledge preferred
  • Strong proficiency with MS Office (PowerPoint, Word, Excel) and SharePoint administration

Pay Range: $125,000 - $135,000 per year

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