At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
The Associate RFP Editor plays a lead role in advancing the strategic sales objectives of T. Rowe Price’s global distribution units. The Associate RFP Editor functions as the primary liaison with key principals from our global distribution units and subject matter experts - in the project management and completion of prospect and client information requests -with the objective of winning and/or retaining business.
The Associate RFP Editor is responsible for managing the entire proposal process, under the supervision of Team Lead. Working within stated deadlines, the Associate RFP Editor collaborates directly with senior stakeholders in Sales, Marketing, Investments, Legal and other business units, to strategically and accurately position T. Rowe Price and its products, personnel, policies, and procedures in proposals—broadly defined as RFPs, RFIs and DDQs. The Associate RFP Editor is expected to adhere to internal processes and partner effectively with team members across Global RFP in order to deliver high quality, compelling documents.
Principal Responsibilities
The Associate RFP Editor is responsible for managing the proposal process and the related network of internal and external constituents, which includes:
- Communicating with senior sales, client service and investment professionals to assess prospect and client needs, understand the firm’s strategic advantages in the marketplace, and create proposals and due diligence documents that express these advantages clearly and accurately, in a timely manner.
- Effectively collaborating with all stakeholders required for effective proposal creation and delivery: Where appropriate, mentoring junior members of the RFP team, accurately highlight outliers, ensure information and data is correctly sourced; working with RFP Specialists, SMEs and Content Managers to ensure that original or revised content is vetted and captured.
- Taking the lead on the largest, most complex proposals (both standard and fully custom offers) that are critical to the organization, under the supervision of Team Lead. Responsible for reviewing and owning responses to requests for proposal submitted by top priority clients.
- Identifying and implementing best practices across the proposal development value chain: working within the agreed protocols and parameters of the T. Rowe Price RFP/DDQ process; including use of RFP Library Responsive, leveraging tech solutions, adhering to process and policy documents, sourcing information internally, and maintaining accurate and up-to-date statistics in the record system.
- Tailoring the firm’s standard responses as needed to ensure that competitive positioning points are communicated relevantly and effectively within each output; ensuring that each proposal exhibits editorial integrity, the firm’s voice, branded strategies and a high degree of readability.
- The Associate RFP Editor will be working on multiple project proposals at any given time so needs to be adept at project management co-ordination to ensure the accurate and timely delivery of deadline-driven tender documents, in addition to continually forwarding the initiatives of the organization.
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The Associate RFP Editor needs to be an active, ongoing contributor to the operational evolution of proposals, both in terms of knowledge dissemination and in process/procedure improvement. This includes:
- Keeping abreast of specific regional business plans; attending meetings and trainings and flagging any potential encounters that could impact RFP Team strategy; understanding of clients/prospects/markets.
- Developing best practices and policies to enhance the effectiveness and efficiency of the RFP process and leading respective projects.
- Supporting the adoption of technical solutions: Leverage AI and automation tools to enhance proposal development efficiency and effectiveness. The Associate RFP Editor needs to stay abreast of technical developments at the industry and firm level, demonstrating optimal utilization of the RFP team's technological resources. Active involvement in testing new technologies and defining best practices is crucial, encompassing AI utilization, process automation recommendations, and other innovative solutions.
PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS
Required:
- University degree or equivalent
- Previous experience in RFP or similar role within asset management industry
- In-depth knowledge of investment products and services ideally across multiple distribution channels
- Experience interfacing with senior investment and market facing professionals
- Strong communication, interpersonal and negotiation skills
- Ability to handle multiple projects in a deadline-driven environment
- Demonstrated technical ability - ability to assess the accuracy and relevancy of key performance data
- Ability to work independently and strategically
- Adapts well to changing priorities
- Demonstrates an understanding of the application of technology in business processes, with hands-on experience in employing AI and software to enhance workflow.
- Superior verbal and written communication skills in both English and Chinese
- Strong editing/writing skills in both English and Chinese
- Able to prioritize own and team’s workload and meet conflicting deadlines
- Flexible to work on public holiday if needed
Preferred:
- Mastery of fundamental investment knowledge, institutional portfolio concepts, and basic quantitative analysis
- Experience with content database, ideally Responsive.
Commitment to Diversity, Equity, and Inclusion:
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, colour, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
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