Request for Proposal Strategy Manager, Financial Services - Remote (EST or CST)

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership. Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter. Our Newest Opportunity: Summary: This role leads the strategy, content, and operating model for OneDigital’s Financial Services RFP and proposal function, a capability focused on supporting prospective client business development efforts, primarily within retirement plans including defined contribution, defined benefit, and related institutional business. Sitting within the Retirement Solutions team, this role partners directly with Financial Services leadership, Sales Enablement, Marketing, Compliance, local market leadership, advisors, and other cross-functional stakeholders to build a scalable, high-performing pursuit engine that becomes a competitive advantage for the practice. This role leads complex and high-priority pursuits, governs the compliance-approved content library, manages a support team, and drives adoption of the operating model across Retirement Solutions, Sales, Sales Enablement, Marketing, Compliance, and Financial Services leadership. This is a builder’s role with significant room to grow, establishing new ways of working, strengthening how Financial Services approaches prospective client RFPs and proposals, and developing a capability that scales across the business. Essential Duties and Responsibilities (includes but is not limited to): Team & Operating Model Leadership Own the standards for how RFPs and proposals enter the review process , how they are prioritized, what level of support they receive, and when opportunities should be pursued or declined. Partner with Financial Services leadership, Sales Enablement, Marketing, Compliance, and local market stakeholders to design a modern, scalable RFP operating model including triage lanes, self-service pathways, service-level agreements, and go/no-go criteria. Lead a team dedicated to detailed execution, set priorities, review work, and build their capability to handle additional volume and complexity over time. Own capacity planning and workload balancing across the team. Establish KPIs and reporting that connect RFP and proposal activity to pipeline, win rates, revenue, cycle time, capacity, and content reuse. Drive adoption of the operating model across Retirement Solutions, Marketing, Sales, Sales Enablement, Compliance, and Financial Services leadership. Content, Knowledge & AI Strategy Own the Financial Services RFP and proposal content library end to end. Partner closely with Sales Enablement , Marketing and Financial Services leaders to keep the library curated, current, and sharply aligned to OneDigital's value proposition and competitive differentiators. Draft net-new answers for complex and strategic pursuits where no compliance-approved content exists. Govern taxonomy, confidence tiers, freshness cadence in the knowledge management platform. Partner with subject matter experts , Marketing and Compliance to ensure content is accurate , defensible, and appropriately approved. Identify and lead responsible AI use cases across the RFP and proposal lifecycle — including content discovery, response development, competitive intelligence, quality control, and knowledge management — while maintaining appropriate human oversight and compliance controls. Partner with Compliance, Legal, IT, and other stakeholders to establish practical guardrails for AI use in a regulated Financial Services environment, ensuring efficiency gains do not compromise accuracy, confidentiality, regulatory requirements, or brand standards. Proposal Strategy, Pursuit & Growth Lead or co-lead the largest, most strategic, and most complex prospective client RFPs and proposals, while delegating standard, lane-appropriate pursuits to the team . Proactively identify and prioritize upmarket, recompete, cross-practice, and other strategic RFP opportunities beyond those surfaced through the traditional advisor-led process. Use pipeline, win-rate, competitive, and pursuit data to determine where the function can have the greatest commercial impact. Develop pursuit strategies, win themes, messaging, and differentiated positioning in partnership with Financial Services leadership, Sales and Marketing leadership. Pull competitive intelligence on incumbents and competitors — particularly within the retirement plan market — to sharpen positioning across every active pursuit. Maintain the case-study library, referenceable-client roster, fee and service exhibits, comparison matrices, and pricing grids for finalist-stage pursuits. Own the win/loss debrief loop — feed themes from decided bids back into the content library, content strategy, and the operating model. Qualifications, Skills and Requirements: Strong understanding of defined contribution and defined benefit retirement plan language and regulatory context, with the ability to quickly learn adjacent Financial Services businesses. Experience improving or scaling proposal, content, or pursuit processes; track record of building new operating models and scalable ways of working. Experience with proposal management, content, or knowledge management platforms; familiarity with Responsive, Seismic, or similar tools is preferred. Demonstrated ability to apply AI tools effectively within a compliance-driven environment — including practical experience using AI for content development, knowledge management, research, or workflow automation. Strong business and commercial instincts, with the ability to assess opportunity value, understand competitive dynamics, and prioritize pursuit resources accordingly. Strong editorial judgment and the ability to distinguish between what can be standardized, what requires customization, and what requires human expertise and oversight. Experience driving adoption of new processes, tools, or operating models across cross-functional teams, with the ability to create structure without unnecessary friction. A builder's and operator's mindset — energized by creating structure, testing what works, and continuously improving the model as the business evolves. Strong interpersonal and communication skills, with the ability to build credibility quickly across Retirement Solutions, Sales, Compliance, Marketing, and Financial Services leadership. APMP certification or comparable proposal management training is a plus. Education, Training and Experience: Bachelor's degree in Business Administration, Marketing, Communications, Finance, or a related field required; equivalent professional experience will be considered. 5+ years of experience in RFP management, proposal strategy, or pursuit leadership within Financial Services — with primary depth in retirement plans (defined contribution and/or defined benefit) strongly preferred. Demonstrated experience managing or mentoring direct reports or proposal contributors. Hands-on experience building or significantly improving a proposal or content function is preferred. APMP certification or comparable proposal management credential is a plus. The typical base pay range for this role nationwide is $110,000 to $120,000 per year . Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here . Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francisco City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. Thank you for your interest in joining the OneDigital team!