RFP (Request for Proposal) Specialist

Title RFP (Request for Proposal) Specialist EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over). Category Business Support Description

The RFP (Request for Proposal) Specialist will be responsible for supporting the maintenance and expansion of the public funds department by supporting the request for proposal process for investment advisory services.

PRIMARY RESPONSIBILITIES

• Prepare responses to requests for proposals utilizing RFP software
• Partner with Public Funds Advisors to obtain or develop request-specific responses
• Coordinate with Marketing and Legal departments the completion of final product
• Assemble RFPs (i.e. compiling information, formatting the document, making necessary changes per SVP request, binding and submitting)
• Provide input into updates or revisions to standard responses
• Maintain answer data base with compliance-approved responses
• Support Advisors with ad-hoc business development research and projects

CRITICAL SUCCESS FACTORS

• Excellent written and verbal communication skills
• Proactively communicate effectively and efficiently
• Ability to work unsupervised and as a team player

• Demonstrates professionalism and accountability
• Maintains a high degree of ethics, integrity and confidentiality
• Ability to tailor responses to client questions and create new written material
• Outstanding accuracy, attention to detail, organization, prioritization and multi-tasking skills
• Responsive to client requests; ability to work under pressure, and with flexibility, to meet tight deadlines
• Confidence to work directly with stakeholders at all levels, both to ensure their RFP service needs are met, and to partner with them to agree on priorities and deadlines
• Strong work ethic
• Ability to successfully navigate simultaneous multi-level projects and tasks in a team environment
• Become a subject matter expert on the software used to respond to current and prospective clients' requests for proposal for investment advisory services

Position Requirements

• Bachelors degree in Communications, Finance, Economics, or a related field
• 0-2 years of experience with request for proposal writing or proposal management, preferably in financial services
• Proficiency in Microsoft Office required

Full-Time/Part-Time Full-Time Shift -not applicable- City Dublin State Ohio Zip Code 43017 Key Words Data,Excel, analytical Position RFP (Request for Proposal) Specialist Number of Openings 1 Exempt/Non-Exempt Non-Exempt Req Number BUS-25-00013 Open Date 10/30/2025 Location Meeder Investment Management About the Organization Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement.

Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.

Visit www.meederinvestment.com for more. See Meeder's social media pages at

*Assets Under Advisement consist of $63.82 billion of regulatory assets under management for which Meeder Investment Management's registered investment adviser affiliates provide continuous and regular investment management services as disclosed in their Form ADV and non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation but does not have the authority to effectuate transactions as of December 31, 2024.

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