ý    Responsible for pre populate standard content
ý    Formatting of proposal
ý    Loading into proposal software Qvidian 
ý    Proficient in researching, analysing existing proposals to populate information in current proposals.
ý    Assists with the coordination and completion of Consultant Databases, Vendor Profiles and Proposal Software Database updates on a quarterly, semi annual or annual cadence through applications such as RPAG, Envestnet, In Hub, RFP360, etc. as well as responding to IT Security questionnaires.
ý    Coordinate and conduct planning strategy sessions with stakeholders, sales executives and appropriate Subject Matter Experts senior management, legal, IT, product, plan administration, implementation, investments, etc. to address the scope of the RFP, issues, product questions and establish ownership and timeframe for RFP completion.