Sr RFP Specialist (Asset Management)

Location: Hybrid role based in Boston, Massachusetts, or Baltimore, Maryland, United States, combining in-office collaboration with remote work flexibility.

Annual salary: $95,000–$115,000, depending on location and relevant experience, plus a discretionary bonus.

Company

hirify.global is a global asset manager providing investment products, services, and market expertise to clients.

What you will do

• Lead the preparation and coordination of complex RFPs, RFIs, DDQs, and client questionnaires.
• Partner with Sales, Consultant Relations, Investments, Product Management, Legal, Compliance, Marketing, and Client Service stakeholders.
• Review and edit proposal content for accuracy, consistency, compliance, and alignment with messaging and brand standards.
• Mentor colleagues, support onboarding, share best practices, and contribute to a collaborative team environment.
• Improve proposal content, workflows, knowledge management, operational efficiency, and scalability.
• Manage multiple high-priority projects while communicating timelines, risks, and status and resolving complex or ambiguous requests.

Requirements

• Bachelor’s degree or an equivalent combination of education and relevant experience.
• 5+ years of proposal writing, RFP, DDQ, consultant database, or related experience in asset management or financial services.
• Experience leading complex proposal projects and managing multiple priorities in a deadline-driven environment.
• Exceptional writing, editing, proofreading, analytical, and verbal communication skills with strong attention to detail.
• Advanced proficiency in Microsoft Word, Excel, PowerPoint, and SharePoint.
• Knowledge of investment products and financial markets, including equity, fixed income, alternatives, and multi-asset strategies.

Nice to have

• Experience with proposal or content management systems.
• Experience using AI tools.

Culture & Benefits

• Hybrid work model with in-office collaboration and remote work flexibility.
• Three weeks of paid time off during the first year, plus vacation, holidays, sick leave, parental and caregiving leave, bereavement leave, volunteering leave, and floating holidays.
• Medical, dental, vision, insurance, disability, and wellbeing benefits.
• 401(k) plan with an 85% company match on eligible pre-tax and Roth contributions, up to IRS limits.
• Employee stock investment plan and opportunities to purchase company funds without sales charges.
• Learning assistance, education reimbursement, and career development resources.