Why Great Gray?
At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.
The Role
Great Gray is looking to add a Senior RFP Specialist to our Marketing team. The Senior RFP Specialist plays a critical role in driving new business by delivering high-quality, strategic responses to RFPs, RFIs, and DDQs from institutional investors and intermediaries. This position partners across investment, sales, product, compliance, and operations teams to showcase the firm’s capabilities and competitive strengths, ensuring proposals are accurate, compelling, and aligned with client needs.
Location
This position will work from our Boston, MA or Wilmington, DE offices. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.
Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.
Responsibilities
· Deliver on-time, high-quality responses to inbound Requests for Information (RFIs), Requests for Proposal (RFPs), and Due Diligence Questionnaires (DDQs) - both seasonal cycles and ad-hoc requests from institutional investors, consultants, and intermediaries.
· Coordinate SMEs, Reporting, Legal/Compliance and Relationship teams to gather inputs, performance data, and approvals that align to the objectives of each opportunity to ensure accurate and timely responses.
· Editorialize and format documents so they’re accurate, compliant, on-brand, and client-ready (strong MS Office skills required).
· Maintain and continuously improve the proposal content library with current data, disclosures, and positioning statements to support speed and accuracy of response.
· Interpret complex client requirements and develop strategic response frameworks that maximize competitiveness and reflect a deep understanding of institutional sales channels.
· Track RFP activity, outcomes, and client feedback; provide reporting and insights that inform pipeline management and sales strategy.
· Ensure all deliverables meet compliance and regulatory standards, and adhere to brand and messaging guidelines.
· Complete other related duties as assigned
Qualifications & Experience
· Bachelor’s degree in finance, business, economics, communications, or a related field.
· 5+ years of experience in RFP or proposal management within asset management, investment management, or financial services.
· Strong understanding of institutional investment products (e.g., mutual funds, collective investment trusts, SMAs, alternatives) and distribution channels (RIAs, consultants, broker-dealers, pensions, endowments, etc.).
· Exceptional writing and editing skills with the ability to distill technical investment concepts into clear, client-focused messaging.
· Proven success managing multiple complex RFPs under tight deadlines with a high degree of accuracy and quality.
· Proficiency with proposal management platforms (Loopio, RFPIO, Qvidian, etc.) and Microsoft Office Suite.
· Solid grasp of compliance considerations, disclosure requirements, and regulatory frameworks in investment management.
· Strong interpersonal skills with the ability to work effectively across investment, operations, legal, compliance, and sales teams.
· Demonstrated ability to think strategically, anticipate client needs, and contribute to positioning the firm for new business opportunities.
· Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
· Comfortable navigating ambiguity.
· Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.