&#65533     Responsible for pre populate standard content
&#65533     Formatting of proposal
&#65533     Loading into proposal software Qvidian 
&#65533     Proficient in researching, analysing existing proposals to populate information in current proposals.
&#65533     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.
&#65533     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.
&#65533     Assess information needs, conduct research and contact functional representatives to retrieve and coordinate all required information and manage RFP process through completion, prior to deadline.
&#65533     Forward updates to the RFP proposal database manager with new custom responses on a regular basis.