Proposal Consultant

4 weeks ago

Covington, United States Fidelity TalentSource LLC Full time
Job Description:

The Proposal Consultant will play a crucial role in developing and producing effective sales materials, primarily Requests for Proposals, to support Fidelity Investments' overall business goals.

Each document will be customized to provide Fidelity's external customers, including employers, plan sponsors, and third-party consultants/advisors, with a clear understanding and detailed description of the value proposition Fidelity brings to its clients and how our product and service delivery model works.

The Team:

The Proposal Consultant will be responsible for the management, completion, and production of proposal requests for some of our most visible and complex opportunities from internal business partners, including Account Executives, Solution Architects, Product and Services Consultants, Managing Directors, and Senior Management.

The Proposal Consultant will excel in developing strong relationships with internal clients, facilitating effective communication, and successfully managing projects in an extremely fast-paced environment with little supervision.

The Proposal Consultant will also be in charge of training and mentoring new associates and serving as a team leader or coach for others on the team.

He/she will also take the lead on initiatives that drive efficiencies and improve processes across the team and broader organization.

The Expertise You Have:
  • Bachelor's Degree preferred; or relevant work experience.
  • Three plus years financial industry experience and/or three to five years proposal management experience.
The Skills You Bring:
  • Strong written and verbal communication skills.
  • Outstanding organizational and time management skills.
  • Excellent project management skills and the ability to effectively manage all moving parts and complete all deliverables within tight timeframes.
  • Strong interpersonal skills and the ability to communicate effectively with business partners and team members at all levels of the organization.
  • Strong collaboration and networking skills; the ability to appropriately manage expectations with individuals at a higher level in the organization.
  • A strong individual contributor within a team environment and the ability to work with minimal supervision.
The Value You Deliver:
  • Working with the Account Executive, Solutions Architect, and Product & Service Consultant to develop a strategy plan appropriate for project requirements.
  • Assuming overall responsibility for proposal activities such as planning, organizing timeline and project deliverables.
  • Researching appropriate project responses through supplied databases as well as other identified sources.
  • Displaying strong product and technical knowledge within the supported market and applicable Fidelity services.
  • Concurrently managing multiple projects to meet deadlines while achieving desired output.
  • Ability to manage documents to eliminate redundancies, ensure responses align with questions, and leverage key learnings from previous efforts and apply to future projects.
Certifications:

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.

We've been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.

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