Sr Associate, RFP

What You'll Do

We are hiring for a Senior Associate, RFP who is responsible for leading the submission, peer review, and ongoing enhancement of Requests for Proposal (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), 15(c) s, and consultant database content to support Principal Asset Management’s institutional and intermediary growth and retention objectives.

• Lead the preparation, coordination, construction, and peer review of complex RFPs, RFIs, DDQs, 15(c) s, and consultant database materials, with an emphasis on private markets and alternative investment strategies.
• Work closely with subject matter experts (SMEs) to source, interpret, and analyze qualitative and quantitative information to address gaps within the content library, refine responses for accuracy, relevance, and completeness, and coordinate with the content management team to facilitate review, approval, and incorporation of new content into the system for ongoing reuse.
• Serve as a trusted liaison and content advisor to internal stakeholders, including investment professionals, private markets teams, distribution partners, compliance, and data teams, ensuring clarity and consistency of messaging.
• Adopt, pilot, and champion AI tools and process enhancements within the RFP function to drive efficiency, improve response quality, and support scalable content management.
• Utilize proposal and content management tools as designed within the firm’s RFP framework, while offering insights and recommendations to improve efficiency, scalability, and process effectiveness.
• Manage a high volume of concurrent projects independently, communicating proactively with business partners on timelines, dependencies, and priorities.
• Perform project work and initiatives reserved for senior-level team members, including process improvement efforts, mentoring of junior staff, and participation in special projects as requested by leadership.

• Bachelor’s degree in investment management, finance, or a related business field.
• 5+ years of relevant experience in the financial services industry, preferably in an RFP, marketing, sales, or client solutions role within an asset management firm.
• Demonstrated experience working with alternative investment strategies, including private markets such as private real estate, infrastructure, and private credit.
• Strong foundational knowledge of the asset management industry, with the ability to quickly develop deep understanding of Principal Asset Management’s business, strategies, and markets.
• Proven experience managing complex proposals and multiple deadlines simultaneously, delivering high-quality, detail-oriented work under time constraints.
• Experience working in a proposal or content management system such as Responsive, Loopio, Qvidian, Rocket Docs, or similar platforms preferred.
• Ability to communicate clearly, confidently, and effectively with stakeholders at all levels, including senior investment professionals.
• Experience using—or strong interest in leveraging—AI and tech applications to streamline proposal development, content, and communication strategies.
• Proficiency in the Microsoft Office suite, with particular emphasis on Word and Excel; ability to learn firm-specific systems and databases.
• FINRA Series 7 licensing, or other recognized asset management or investment designations (e.g., CFA®, CAIA®, CIMA®, CFP®, Series 65/66), are a plus but not required.
• May require fingerprinting with Principal Funds Distributor

Salary range information is provided for budgeting purposes. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may exceed base salary depending on individual performance. Actual compensation will be based on geographic location, work experience, education, licensure requirements, and skill level, and will be finalized at the time of offer.

Salary Range
$84,600 - $152,400 / year

Hybrid work arrangement (minimum 3 days in office per week) in Des Moines, Charlotte, Chicago,…