Wells Fargo RFP Specialist – OCIO Team 

United States, Minnesota, Minneapolis 

328255126

In this role, you will:

• Prepare and deliver high-quality, customized responses to RFPs for prospective OCIO clients, ensuring alignment with the firm’s investment philosophy, strategies, and services

• Maintain and update a comprehensive library of RFP responses, standard templates, and investment-related data

• Collaborate and work closely with subject matter experts, including portfolio managers, philanthropic specialists, operations, compliance, and marketing teams, to gather relevant information and tailor responses to the prospects’ organizational needs

• Edit, proofread, and review RFP responses to ensure accuracy, consistency, and professionalism, adhering to brand standards

• Manage the flow of deliverables through the OCIO- specific compliance module

• Manage multiple RFP projects simultaneously, ensuring on-time delivery of responses

• Establish timelines, coordinate contributions from stakeholders, and track progress throughout the process

• Stay informed about OCIO industry trends, competitors, and best practices to enhance the quality and competitiveness of proposals

Required Qualifications:

• 2+ years ofBusiness Execution, Implementation, or Strategic Planningexperience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• At least three years of experience in investment management, RFP writing, or a related role, preferably within the OCIO space

• Proficiency in Adobe Acrobat and the Microsoft Office Suite, particularly Word and Excel. Familiarity with proposal management software (Qvidian) is highly desirable but not required

• Exceptional writing, editing, and proofreading abilities with a strong focus on clarity, accuracy, and tone appropriate for institutional audiences

• Strong organizational and time-management skills with the ability to prioritize and manage multiple deadlines

• Attention to Detail: Highly meticulous with a commitment to producing error-free and polished work

• Excellent collaboration and communication skills to work effectively across departments and with senior leadership

Job Expectations:

• Travel for the role will be limited (less than 5% of the time)

• This position offers a hybrid work schedule consistent with current WIM guidelines of three-day in office minimum

• This position is not eligible for Visa sponsorship

• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.