RFP Specialist

Consulting · Menlo Park, California
Department Consulting
Employment Type Full-Time
Minimum Experience Mid-level

This role provides writing and content management for the firm’s marketing, communications, and client relationship materials. The ideal candidate has expertise in marketing materials management and technical communication.


  • Research, write, edit, format, and proofread RFP responses and proposals
  • Manage content within the RFP automation platform
  • Create, manage, and customize compelling technical presentations and other marketing collateral
  • Develop graphics, images, and illustrations to convey complex technical concepts
  • Collaborate with teams across the firm, including Senior Management, Research, Operations and Compliance
  • Facilitate CRM information, and the review and approval process
  • Provide technical support on brand identity
  • Oversee consistency with our brand voice, ensuring design and branding consistency
  • Support the firm’s overall marketing strategy objectives

General Requirements:

  • Bachelor's degree - English, Marketing, Communications, or Graphic Design
  • 2-4 years’ experience in project management and communications production, ideally in the financial services industry
  • Knowledge of print production and desktop publishing standards
  • Experience with Qvidian and Adobe Creative
  • Knowledge of investments and financial products
  • Knowledge of web UI/UX
  • Excellent written, oral and presentation skills with exceptional attention to detail
  • High proficiency with Microsoft Office suite
  • Strong quantitative and analytical skills
  • Visual design experience with emphasis on technical content
  • Ability to prioritize tasks, perform under pressure and meet tight deadlines


We offer competitive compensation, bonus and benefits including a 401(k), a “take what you need” time off policy and reimbursement of expenses for work toward CFA, CAIA and CIPM designations.

The Firm is a strong advocate of promotion from within and rewards significant contributions to the company.


Since 1982, Alan Biller and Associates has specialized in fiduciary consulting to employee benefit plans. We advise on approximately $100 billion, for nearly half of which we have discretion as OCIO, making us one of the largest OCIOs to defined benefits plans in the country. We have an impeccable reputation for ethical behavior, and for making recommendations and decisions based on strong and independent research. We do not offer any proprietary products.

Alan Biller and Associates is an equal opportunity employer.

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  • Location
    Menlo Park, California
  • Department
  • Employment Type
  • Minimum Experience