What You'll Do The
Associate, RFP is responsible for the submission and/or peer review of Requests for Proposal (RFPs), Requests for Information (RFI), 15(c)s, and Due Diligence Questionnaires (DDQs), and Consultant Database entries which promote the products, services, and retention of Principal Asset Management's prospects and existing clients. This role will be liaising with members of the department, subject matter experts (SMEs), investment and distribution partners throughout the organization to ensure accuracy and clarity is articulated in all content and submissions.
Additional responsibilities include:
- Create, coordinate, and maintain content and submissions for supported clients, consultants, and products. Source, interpret and analyze qualitative and quantitative information for applicability and completeness.
- Use various tools effectively and efficiently (RFPIO, Excel, Seismic, etc.) for use in request submissions and managing content.
- Liaise with peers, leadership, subject matter experts (SMEs), and key data teams around the organization to ensure accuracy of submissions and content.
- Organize and efficiently manage workload. Communicate to business partners including investment staff and distribution on project progress updates.
- Perform other job-related duties or special projects as requested.
Who You Are - Master's degree in business or finance or bachelor's degree plus 2+ years relevant experience in the financial industry. Previous experience in an RFP, Marketing, or Sales capacity, preferably within a financial services or asset management company, desired.
- Project management, interpersonal, organizational, and written and verbal communication skills required. Knowledge and basic understanding of asset management and the ability to learn Principal Asset Management's business, products, and markets required. Proficiency in Microsoft Office (specifically Word and Excel) is required. Ability to learn applications, databases, and systems used within the firm is required.
- FINRA Series 7 exam is a plus, but not a requirement.
- May require fingerprinting with Principal Funds Distributor.
Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $67500 - $ / year
Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible No
Work Environment While this role is open to remote work environments, we will be focusing our efforts on individuals that reside in the Des Moines, IA or Chicago, IL locations and would require working a minimum of 3 days in the office.
Work Authorization/Sponsorship At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal 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. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date 8/26/2025
Most Recently Posted Date 8/26/2025
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