Manager, RFP Unit

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.

$95,700.00 - $148,340.00

The Manager, RFP Unit, leads the day-to-day operations of the Proposal Management team and oversees the successful execution of proposal development activities in support of MissionSquare's institutional and field sales business acquisition and retention efforts.

The team is responsible for managing RFP projects from inception to completion; executing proposal strategies and priorities established by leadership; writing proposal content; collaborating with subject matter experts and key personnel to ensure accurate responses; and producing final proposal documentation.

Essential Functions for this role include:

• Manage, coach, and monitor all aspects of the RFP project management process and ensure timely completion and delivery of bids.
• Lead and develop a high-performing proposal management team, fostering employee growth, engagement, and continuous improvement.
• Bring deep expertise in RFP, RFI, and DDQ processes, including content management, governance, quality assurance, and workflow management.
• Perform Management Review of all proposals before Corporate Review for quality assurance, adherence to company policies, approved pricing strategy and bid solicitation requirements, and consistency with proposed sales strategy.
• Experience with proposal technologies, content platforms, automation, and AI that improve quality and scale.
• Ensure the integrity of data stored in the proposal content database.
• Implement and continuously improve processes, procedures, and workflows that maximize efficiency, effectiveness, and quality of proposal materials produced.
• Support and continuously improve team processes, tools, and workflow effectiveness.
• Serve as a tactical and operational resource to sales teams throughout the proposal development process.
• Collaborate with other divisions to facilitate the development of accurate and high-quality proposal materials.
• Performs other duties as assigned

If you have the following skills, we encourage you to apply:

• 7-10 years of experience managing the full lifecycle of the RFP response process within financial services.
• 2-5 years of people leadership, supervisory, or team management experience.
• Knowledge of proposal operations, workflow management, resource allocation, and quality assurance practices.
• Knowledge of proposal management processes, tools, workflow effectiveness, and continuous improvement practices.
• Knowledge of RFP, RFI, and DDQ response processes, content management, governance, and proposal review practices.
• Skill in managing proposal operations, workflow priorities, and timely completion and delivery of bids.
• Skill in allocating resources and coordinating proposal development activities to deliver accurate, high-quality materials.
• Skill in quality assurance, content governance, proposal review, and adherence to bid solicitation requirements.
• Skill in implementing and continuously improving processes, procedures, and workflows that maximize efficiency, effectiveness, and quality.
• Skill in monitoring team performance, managing work outcomes, and fostering employee growth and engagement.
• Ability to lead proposal development activities and deliver accurate, high-quality, compliant proposal responses.
• Ability to make moderately complex operational decisions using sound judgment, initiative, and established business priorities.
• Ability to lead and develop a high-performing proposal management team while fostering employee growth, engagement, and continuous improvement.
• Ability to identify and drive process improvements that enhance workflow effectiveness, operational efficiency, and quality of proposal materials.
• Ability to execute proposal strategies, priorities, and business objectives established by leadership.
• Ability to maintain a strong customer focus while balancing multiple proposal priorities and supporting sales teams throughout the proposal development process.

To benefit your career and support your wellbeing, we offer:

• Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions

• Flexible and hybrid work schedules to support work-life balance

• Tuition reimbursement to support continued education

• Professional and career development opportunities, including courses and certifications

• Comprehensive wellness programs promoting physical, mental, and emotional health

• Volunteerism initiatives to encourage community engagement

Click here to learn more about MissionSquare’s benefits.

Equal Employment Opportunity

As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

About Us

MissionSquare has been partnering with public sector workers to help achieve their financial goals for over 50 years. Through personalized service and thoughtful planning, we’ve built lasting relationships with millions of Americans, adapting to their evolving needs. Today, we are broadening our set of capabilities to deliver not just workplace retirement plans, but comprehensive wealth management services as well. This expansion will help individuals and families achieve their full range of financial goals and enables employers to support the overall financial wellness of their workforce. We are excited to continue providing outstanding service, effortless technology, and quality investments. We’re big enough to deliver on diverse financial needs, yet small enough to provide exceptional care and connection.

Awards and Recognition

We’re committed to excellence in every aspect of our service to participants, plan sponsors, and consultants. Together with our clients, we’ve been honored by numerous organizations for our work, including our digital solutions, marketing and communications campaigns, retirement plan designs and administration, community initiatives, and commitment to being a top workplace. To see awards and recognition, click here.

MissionSquare Gives

At MissionSquare, we believe people work best when they feel connected to the work they do. We’re driven by our mission to help all individuals build retirement security, and our culture reflects our commitment to service and to fostering a sense of community in our workplace that values and respects diverse perspectives and innovative thinking.