This position is responsible for coordinating and writing responses to Asset Management Requests for Proposal (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) under strict deadlines for external and internal clients. The RFP Coordinator must manage projects independently and with adherence to detailed client specifications. Extensive knowledge of the investments and the RFP process is preferred, as well as the ability to communicate formally in clear, concise writing. In addition to working with senior managers at all levels of the company, the RFP Coordinator interacts with product management, sales and subject matter experts to update product information and positioning and to customize proposals.
Key Responsibilities And Duties
- Lead end-to-end development of RFP’s, RFI’s and DDQ’s for existing retail clients.
- Write, edit, and proofread proposal content to ensure clarity, consistency, and compliance.
- Ability to lead RFP meetings with subject matter experts throughout the organization and responsible for ensuring the sales positioning is concurrent with sales strategy for each proposal.
- Develop and facilitate relationships with key business partners/stakeholders.
- Coordinate multiple deadlines simultaneously, ensuring all internal approvals are secured prior to submission.
- Assist the Knowledge Manager in managing and updating database content with responses from recent proposals.
- Contribute to creating and distributing information on improving processes in proposal cycle to team and business partners.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 3+ Years Required; 5+ Years Preferred
FINRA Registrations
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
7IC
Required Experience:
- 3+ Years of RFP’s, RFI’s, Client Service, Due Diligence Questionnaires, and or Marketing in Finance Industry required
Preferred Experience:
- 5+ Years of RFP’s, RFI’s, Client Service, Due Diligence Questionnaires, and or Marketing in Finance Industry preferred
- Bachelor's degree in English, Finance, Communications, Journalism, or a related field
- Experience assembling and presenting investment information in a clear and compelling format
- Excellent written and verbal communication skills with the ability to tailor messaging for diverse audiences
- Demonstrated project management capabilities with the ability to manage multiple priorities simultaneously
- Strong time management skills with a proven ability to thrive in a fast-paced, deadline-driven environment
- Exceptional attention to detail with a commitment to accuracy and quality
- Resourceful, self-starter mindset with the ability to problem-solve independently
Additional Responsibilities:
- Partner cross-functionally with product, investments, legal, compliance, marketing, and distribution to ensure consistent product messaging, regulatory adherence, and go-to-market alignment
- Prioritize and manage competing content requests by assessing business impact, regulatory complexity, and strategic importance.
- Partner with product management and investment teams to align messaging with asset class strategies, market positioning, and evolving product roadmaps.
- Contribute to standardized content libraries by updating materials to reflect product enhancements, market trends, and regulatory changes, improving scalability and consistency of communications.
- Collaborate closely with product management teams to ensure messaging reflects evolving product enhancements, competitive positioning, and broader product strategy
- Contribute to the ongoing optimization of the RFP content library by updating and tracking product enhancements and market trends. Support high-impact RFPs for national account opportunities and platform onboarding for wealth channel, coordinating across legal and product, and distribution teams
Related Skills
Accountability, Adaptability, Business Analysis, Business Process Understanding, Collaboration, Communication, Compliance, Data Preprocessing, Detail-Oriented, Nuveen Products/Services Acumen, Project Management, Proposal Writing
Anticipated Posting End Date:
2026-07-13
Base Pay Range: $78,800/yr - $104,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Benefits And Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If You Are a U.S. Applicant And Desire a Reasonable Accommodation To Complete a Job Application Please Use One Of The Below Options To Contact Our Accessibility Support Team:
Phone: (800) 842-2755
Email:
[email protected]Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
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Additional Responsibilities:
- Partner cross-functionally with product, investments, legal, compliance, marketing, and distribution to ensure consistent product messaging, regulatory adherence, and go-to-market alignment
- Prioritize and manage competing content requests by assessing business impact, regulatory complexity, and strategic importance.
- Partner with product management and investment teams to align messaging with asset class strategies, market positioning, and evolving product roadmaps.
- Contribute to standardized content libraries by updating materials to reflect product enhancements, market trends, and regulatory changes, improving scalability and consistency of communications.
- Collaborate closely with product management teams to ensure messaging reflects evolving product enhancements, competitive positioning, and broader product strategy
- Contribute to the ongoing optimization of the RFP content library by updating and tracking product enhancements and market trends. Support high-impact RFPs for national account opportunities and platform onboarding for wealth channel, coordinating across legal and product, and distribution teams
