At a Glance
- Tasks: Lead a global team to deliver top-notch RFP and content strategies.
- Company: Join Principal, a leading global asset manager with a purpose-driven mission.
- Benefits: Enjoy competitive benefits, hybrid working, and a supportive culture.
- Other info: Dynamic role with opportunities for personal and professional growth.
- Why this job: Shape the future of financial services with innovative AI solutions.
- Qualifications: 10+ years in financial services, strong leadership, and strategic thinking skills required.
The predicted salary is between 72000 - 108000 £ per year.
Principal Asset Management is seeking a Senior Director, Global RFP Services & Content Strategy to join our Client Experience leadership team in London. This is a high-impact opportunity to shape the next generation of our global, AI-enabled RFP and content capability, supporting growth across public and private markets within a leading global asset manager.
What You’ll Do
- Lead a global team delivering best-in-class consultant database, RFP, and DDQ responses across the full lifecycle—ensuring accuracy, consistency, quality, timeliness, and exceptional service.
- Foster an inclusive, collaborative, and innovative team culture, driving performance, accountability, and talent development.
- Own the global roadmap for RFP and content platforms (e.g., RFPIO/Responsive), content hubs (e.g., Seismic/SharePoint), data integrations (CRM/BI), and AI-enabled workflow assistants.
- Build strong feedback loops with Institutional Sales, Wealth/Intermediary, and Consultant Relations teams to enhance win rates and improve consultant database coverage.
- Develop and govern a single source of truth across Q&A, product information, performance narratives, and market views—including a proactive content strategy for private markets in partnership with Product and client teams.
- Design and oversee a global follow-the-sun operating model with clear SLAs, resource allocation, escalation processes, and quality controls across the Americas, EMEA, and APAC.
- Build global analytics capabilities that surface client themes, competitive insights, and product opportunities, providing data-backed recommendations to senior leadership.
- Implement responsible generative AI and retrieval-augmented workflows to improve cycle times, scale expertise, and maintain compliance through human-in-the-loop governance.
- Partner with investment teams across public and private markets to deliver high-quality, client-focused content and support a culture of learning and investment acumen.
- Represent Principal and Client Experience at key internal and industry forums, staying current with market and technology trends that shape RFP excellence and client expectations.
- Make strategic decisions across hiring, development, rewards, and capability building—including upskilling the team in AI literacy, investment knowledge, and consultative storytelling.
Who You Are
- Bachelor’s degree; MBA or CFA preferred.
- 10+ years’ experience in financial services or asset management across investment, product, marketing, or client-facing teams within a global or matrixed organisation.
- Minimum five years’ leadership experience.
- Strong understanding of both public and private markets products and structures.
- Experience supporting institutional clients and consultant-driven requirements.
- Demonstrated ability to influence senior leaders, simplify complexity, and lead through change.
- Skilled in decision-making, strategic thinking, problem-solving, communication, and project leadership.
- Experience with platforms such as RFPIO/Responsive, Seismic, Salesforce, Power BI/Tableau is advantageous.
- Ability to coach and develop teams while overseeing both strategic direction and day-to-day execution.
- Multilingual capability and experience working across Americas, EMEA, and APAC regions are beneficial.
Your Experience With Us
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. We support our people the same way we support our customers: with comprehensive, competitive benefits designed to protect their physical, financial, and social well-being.
Who We Are
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, united by our mission to make financial security accessible to all. A member of the Fortune 500®, Principal has been a trusted industry leader for more than 140 years.
Location
Based in our London office. This role offers hybrid working, with four days per week in the office.
Posting Window
We will accept applications for five full days following the Original Posting Date, after which the posting may remain open or be removed depending on application volume. Please submit your application promptly, as we cannot guarantee the posting will remain available beyond the stated window.
Senior Director, RFP Services & Content Strategy employer: Principal Asset Management
At Principal Asset Management, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. As a Senior Director in our London office, you will benefit from comprehensive support for your professional growth, competitive benefits, and the opportunity to lead innovative projects at the forefront of financial services and technology. Join us in shaping a purpose-led future while enjoying a hybrid working model that promotes work-life balance.
Contact Details:
Principal Asset Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Director, RFP Services & Content Strategy
✨Tip Number 1
Network like a pro! Reach out to connections in the asset management space, especially those who might know someone at Principal. A friendly chat can open doors that applications alone can't.
✨Tip Number 2
Prepare for interviews by diving deep into the company’s culture and values. Understand their approach to AI and client experience, and think about how your skills align with their goals. We want you to shine!
✨Tip Number 3
Showcase your leadership style! Be ready to discuss how you've fostered team collaboration and innovation in past roles. Principal is all about building strong teams, so let them see your passion for talent development.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the Principal family.
We think you need these skills to ace Senior Director, RFP Services & Content Strategy
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in RFP services and content strategy. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Showcase Leadership Experience:Since this is a senior role, it’s crucial to emphasise your leadership experience. Share specific examples of how you've led teams and driven performance in previous positions. We love to see how you’ve fostered collaboration and innovation!
Highlight Technical Skills:Mention any experience you have with platforms like RFPIO, Seismic, or Salesforce. If you’ve worked with AI-enabled tools or data analytics, make sure to include that too! We’re keen on candidates who can leverage technology to enhance RFP processes.
Apply Through Our Website:We encourage you to submit your application through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and ensure it gets to the right people!
How to prepare for a job interview at Principal Asset Management
✨Know Your RFP Inside Out
Make sure you understand the RFP process and the specific tools mentioned in the job description, like RFPIO and Seismic. Familiarise yourself with how these platforms enhance content strategy and client engagement, as this will show your depth of knowledge and readiness to lead.
✨Showcase Your Leadership Style
Prepare to discuss your leadership experience, especially in fostering an inclusive and innovative team culture. Think of examples where you've driven performance and accountability, and be ready to explain how you would apply those strategies at Principal.
✨Demonstrate Strategic Thinking
Be prepared to talk about how you would develop a global roadmap for RFP and content platforms. Highlight your experience with data analytics and how it can inform decision-making and improve win rates, showcasing your ability to think strategically.
✨Connect on a Personal Level
Principal values personal connections, so don’t shy away from sharing your own experiences and motivations. Relate your background to their mission of making financial security accessible, and express how you can contribute to that purpose-driven culture.
