Truist Strategic Client Group – RFP Director II 

United States, Virginia, Charlottesville 

257186924

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Ability to gain a strong understanding of business resources and requirements and evaluate opportunities within our go/no go framework.3. Understand Truist brand voice and AP writing requirements and exceptions and use this knowledge to create new and update existing content and graphics as needed submitting per our policy and procedures for content approval.
4. Mentor new and junior team members6. Adapt to varying workloads and work flexibly to meet tight deadlines.
7. Fully engage Client Proposal Team technology platform in document production to gain efficiency, support content compliance, and enable accurate reporting.
12. Stay abreast of industry trends and news. Share ideas and perspectives to continue to grow the team’s success. Actively participate in strategic planning and policy and procedure review.
13. Participate in team ad hoc rotation coverage to respond to inquiries outside of the response and proposal process.
14. Participate in in-person meetings requiring one to two nights of travel at least quarterly including annual volunteer project. Additional opportunities for networking and business growth are available periodically.

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor’s Degree or equivalent training/education.
2. Ten years financial services RFP and proposal creation experience.
3. Experience with nonprofit and/or ultra-high-net-worth responses and proposals.
4. Five years creating financial services industry content
5. Strong writing and editing skills.
6. Experience leading deal teams in a project and/or response environment with the ability to balance multiple priorities successfully adapting and engaging resources as needed to meet all interim and final deadlines.
7. Desire to work in and support a collaborative team that values diverse experiences and ideas and is adaptable to changing business needs.
8. Self-starter with the ability to independently manage workflow and meet deadlines.
9. Desire to create compelling documents tailored to each unique prospect and win business.
10. Ability to communicate effectively with varying levels of internal partners from diverse lines of business and support division strategic plan through partnership and engagement.
11. Ability to understand business and engagement models and participate in go/no go conversations with partners effectively.
12. Ability to quickly master internal systems and applications.

Preferred Qualifications:
1. Bachelor’s degree or advanced degree with a focus on writing, journalism, or related field.
2. 10+ years of nonprofit RFP, public RFP and/or ultra-high-net-worth RFP experience.
3. 10+-years of financial services industry RFP experience.
4. Knowledge of UPMIFA, ERISA, GIPS (CFA) regulations, Composite requirements, FINRA, and other investment-related marketing regulations
5. Leadership experience
6. Experience using RFPIO/Responsive