Request for Proposal Strategy Manager, Financial Services - Remote (EST or CST)

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Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital , we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership. Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital . In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter. Our Newest Opportunity: Summary: This role leads the strategy, content, and operating model for OneDigital ’s Financial Services RFP and proposal function, a capability focused on supporting prospective client business development efforts, primarily within retirement plans including defined contribution, defined benefit, and related institutional business. Sitting within the Retirement Solutions team, this role partners directly with Financial Services leadership, Sales Enablement, Marketing, Compliance, local market leadership, advisors, and other cross-functional stakeholders to build a scalable, high-performing pursuit engine that becomes a competitive advantage for the practice. This role leads complex and high-priority pursuits, governs the compliance-approved content library, manages a support team, and drives adoption of the operating model across Retirement Solutions, Sales, Sales Enablement, Marketing, Compliance, and Financial Services leadership. This is a builder’s role with significant room to grow, establishing new ways of working, strengthening how Financial Services approaches prospective client RFPs and proposals, and developing a capability that scales across the business. Essential Duties and Responsibilities (includes but is not limited to): Team Operating Model Leadership Own the standards for how RFPs and proposals enter the review process, how they are prioritized, what level of support they receive, and when opportunities should be pursued or declined. Partner with Financial Services leadership, Sales Enablement, Marketing, Compliance, and local market stakeholders to design a modern, scalable RFP operating model including triage lanes, self-service pathways, service-level agreements, and go/no-go criteria. Lead a team dedicated to detailed execution, set priorities, review work, and build their capability to handle additional volume and complexity over time. Own capacity planning and workload balancing across the team. Establish KPIs and reporting that connect RFP and proposal activity to pipeline, win rates, revenue, cycle time, capacity, and content reuse. Drive adoption of the operating model across Retirement Solutions, Marketing, Sales, Sales Enablement, Compliance, and Financial Services leadership. Content, Knowledge AI Strategy Own the Financial Services RFP and proposal content library end to end. Partner closely with Sales Enabl

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