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- Tasks: Manage proposal documents for institutional clients across the UK and EMEA.
- Company: Fidelity International offers investment solutions to 3 million customers globally.
- Benefits: Enjoy competitive pay, pension enrolment, paid holidays, and a supportive work culture.
- Why this job: Join a dynamic team that values inclusivity and personal development while making an impact.
- Qualifications: 3-5 years of RFP experience, strong communication skills, and a degree are required.
- Other info: Flexible working options available to balance personal and professional life.
The predicted salary is between 36000 - 60000 £ per year.
Department: Global RFP Team
Location: Cannon Street, London (Hybrid)
Reports To: Head of RFP, UK & EMEA
About Fidelity International
Fidelity International offers investment solutions and services and retirement expertise to approximately 3 million customers globally. As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with over $800 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers, wealth managers, and private individuals.
Our clients come from all walks of life – and so do we. We’re proud of our inclusive culture and welcome applications from people of all backgrounds, identities, and abilities. We are a disability-friendly employer and happy to discuss any adjustments that would support you through the recruitment process and beyond.
We are committed to being a truly flexible employer, encouraging our people to perform their roles in the way that works best for them, our colleagues, our clients, and the business. We call this “dynamic working.”
Department Overview
The Global RFP Team plays a critical role in new business development at Fidelity. As part of the sales and marketing process, the team completes high-quality, accurate and compelling responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and consultant requests. These documents are essential to winning new mandates and communicating Fidelity’s competitive strengths.
What You’ll Do
As an RFP Manager, you will manage the end-to-end production of proposal documents for prospective institutional clients across the UK and EMEA regions. You’ll collaborate with stakeholders from across the business, including Sales, Investment Teams, Product Specialists and Compliance, to ensure Fidelity’s offerings are represented in the most compelling and compliant way.
Your Key Accountabilities
- Project manage the completion of RFPs, RFIs, DDQs, and surveys for institutional opportunities.
- Liaise with internal stakeholders (Sales, Investment, Product, Compliance) to gather, develop and tailor content.
- Use and maintain the RFP content database to source and contribute high-quality, reusable answers.
- Ensure proposal content is aligned with Fidelity’s messaging and meets regulatory and internal compliance standards.
- Manage multiple proposals concurrently and prioritise deadlines in a high-pressure environment.
- Maintain strong knowledge of Fidelity’s investment products, strategies, and operational processes.
- Contribute to process improvements and knowledge sharing within the team.
Your Skills and Experience
- 3–5 years of experience producing institutional RFPs, ideally within asset management.
- Strong understanding of open and closed-end fund structures and investment strategies.
- High level of attention to detail and commitment to quality and accuracy.
- Strong project management and organisational skills with the ability to work to tight deadlines.
- Excellent written and verbal communication skills; able to translate technical content into client-friendly language.
- Comfortable building relationships across diverse internal teams.
- Proficient in Microsoft Word, Excel and PowerPoint.
- Degree-qualified, ideally with IMC/CFA or similar investment qualification.
Feel Rewarded
At Fidelity, we value your wellbeing and support your personal and professional development. As part of our contract workforce, you’ll receive access to a range of financial and personal benefits, including:
- Competitive day rate
- Pension enrolment (after 12 weeks)
- Paid holiday allowance
- 24/7 Employee Assistance Programme
You’ll also experience our dynamic working culture, giving you flexibility in where and how you work – balancing personal priorities with delivering excellence to clients.
Contact Detail:
Fidelity International Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Request for Proposal (RFP) Manager
✨Tip Number 1
Familiarise yourself with Fidelity International's investment products and strategies. Understanding their offerings will not only help you tailor your approach but also demonstrate your genuine interest in the company during discussions.
✨Tip Number 2
Network with current or former employees of Fidelity, especially those in the Global RFP Team. They can provide valuable insights into the team dynamics and expectations, which can be crucial for your success in the role.
✨Tip Number 3
Brush up on your project management skills, as managing multiple proposals concurrently is a key part of the job. Consider using tools or methodologies that can help you stay organised and efficient under pressure.
✨Tip Number 4
Prepare to discuss how you can contribute to process improvements within the team. Think of examples from your past experience where you've successfully implemented changes that enhanced efficiency or quality in proposal management.
We think you need these skills to ace Request for Proposal (RFP) Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an RFP Manager. Familiarise yourself with the types of documents you'll be managing and the importance of compliance in proposal submissions.
Tailor Your CV: Highlight your relevant experience in producing institutional RFPs and your understanding of investment strategies. Use specific examples that demonstrate your project management skills and attention to detail.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and Fidelity International's mission. Mention how your skills align with their needs, particularly your ability to collaborate with diverse teams and manage multiple proposals under pressure.
Proofread Your Application: Ensure your application is free from errors. A high level of attention to detail is crucial for this role, so take the time to proofread your CV and cover letter before submitting them through our website.
How to prepare for a job interview at Fidelity International
✨Know Your RFPs
Make sure you have a solid understanding of the RFP process and the specific requirements for institutional clients. Familiarise yourself with Fidelity's investment products and strategies, as this knowledge will help you tailor your responses effectively.
✨Showcase Your Project Management Skills
Be prepared to discuss your experience in managing multiple proposals simultaneously. Highlight your organisational skills and how you've successfully prioritised deadlines in high-pressure environments in the past.
✨Communicate Clearly
Practice translating complex financial concepts into client-friendly language. During the interview, demonstrate your excellent written and verbal communication skills by articulating your thoughts clearly and concisely.
✨Build Relationships
Emphasise your ability to collaborate with diverse internal teams. Share examples of how you've built strong relationships with stakeholders in previous roles, as this is crucial for the RFP Manager position.
