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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 in RFP production, strong communication skills, and degree-qualified.
- 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.
Request for Proposal (RFP) Manager employer: Fidelity International
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 give you an edge in interviews.
✨Tip Number 3
Brush up on your project management skills, as this role requires managing multiple proposals under tight deadlines. Consider using tools or methodologies that can help you showcase your organisational abilities effectively.
✨Tip Number 4
Prepare to discuss how you would handle compliance and regulatory standards in proposal writing. Being able to articulate your understanding of these aspects will show that you are well-prepared for the responsibilities of the role.
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 key accountabilities mentioned in the job description, such as project management and stakeholder collaboration.
Tailor Your CV: Customise your CV to highlight relevant experience in producing institutional RFPs. Emphasise your project management skills and any specific achievements that align with the requirements outlined by Fidelity International.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of Fidelity's values and how your background fits the role. Mention your experience with asset management and your ability to communicate complex information clearly.
Proofread Your Application: Ensure your application is free from errors. Pay attention to detail, as this role requires a high level of accuracy. A well-proofread application reflects your commitment to quality, which is crucial for the position.
How to prepare for a job interview at Fidelity International
✨Know Your RFPs
Familiarise yourself with the RFP process and the specific requirements of Fidelity International. Be prepared to discuss your previous experience in managing RFPs, RFIs, and DDQs, highlighting how you tailored content to meet client needs.
✨Showcase Your Project Management Skills
Demonstrate your ability to manage multiple proposals under tight deadlines. Share examples of how you've successfully prioritised tasks and collaborated with various stakeholders to deliver high-quality proposals.
✨Understand Fidelity's Offerings
Research Fidelity International’s investment products and strategies. Being able to articulate how these offerings align with client needs will show your commitment and understanding of the company’s competitive strengths.
✨Communicate Clearly
Practice translating complex financial concepts into clear, client-friendly language. During the interview, focus on your written and verbal communication skills, as these are crucial for the role of an RFP Manager.
