Senior Associate, RFP - Charlotte, NC

Job overview

The Senior Associate, RFP - Charlotte, NC is an onsite/hybrid role based in Charlotte, NC. The salary range is $84,600 to $152,400 per year. This role supports Principal Asset Management's growth and retention goals. This position exists to lead the development of complex RFPs, RFIs, and DDQs. The associate serves as a content lead for assigned asset classes, partnering with investment and product teams to deliver high-quality, client-focused content.

What you'll do

• Lead development of RFPs/RFIs/DDQs
• serve as content lead for asset classes
• conduct peer reviews
• partner with investment professionals
• utilize AI-enabled platforms for process improvement.

What we're looking for

Skills & competencies

full-time

day shift

charlotte nc

rfp

financial services

asset management

content management

principal financial

$84k-$152k/yr

onsite

Work arrangement

• Weekend coverage required

Benefits & perks

• Flexible Time Off (FTO), 401(k) match, comprehensive health/dental/vision, mental health support.

Why this role

Requires 5+ years of financial services experience; experience with proposal platforms like Loopio or Qvidian.

About the employer

Principal Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.