Sr Associate, RFP

What You’ll Do We are hiring for a Senior Associate, RFP who is responsible for leading the submission, peer review, and ongoing enhancement of Requests for Proposal (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), 15(c)s, and consultant database content to support Principal Asset Management’s institutional and intermediary growth and retention objectives. As a senior individual contributor and subject matter expert within the RFP function, this role partners closely with investment teams, distribution, product, compliance, operations, legal, and data specialists to deliver responses that are accurate, compelling, timely, and aligned with firm-wide messaging. The role maintains a particular focus on private markets investment capabilities—including private real estate equity and debt, private credit, and infrastructure equity and debt—requiring close collaboration with private markets investment teams and supporting partners. In addition, the Senior Associate contributes to the continued evolution of the RFP process, including the responsible adoption of AI‑enabled tools to improve efficiency, consistency, and data quality across proposals and due diligence materials. Key Responsibilities Lead the preparation, coordination, construction, and peer review of complex RFPs, RFIs, DDQs, 15(c)s, and consultant database materials, with an emphasis on private markets and alternative investment strategies. Work closely with subject matter experts (SMEs) to source, interpret, and analyze qualitative and quantitative information to address gaps within the content library, refine responses for accuracy, relevance, and completeness, and coordinate with the content management team to facilitate review, approval, and incorporation of new content into the system for ongoing reuse. Serve as a trusted liaison and content advisor to internal stakeholders, including investment professionals, private markets teams, distribution partners, compliance, and data teams, ensuring clarity and consistency of messaging. Adopt, pilot, and champion AI tools and process enhancements within the RFP function to drive efficiency, improve response quality, and support scalable content management. Utilize proposal and content management tools as designed within the firm’s RFP framework, while offering insights and recommendations to improve efficiency, scalability, and process effectiveness. Manage a high volume of concurrent projects independently, communicating proactively with business partners on timelines, dependencies, and priorities. Perform project work and initiatives reserved for senior‑level team members, including process improvement efforts, mentoring of junior staff, and participation in special projects as requested by leadership. Who You Are Bachelor’s degree in investment management, finance, or a related business field. 5+ years of relevant experience in the financial services industry, preferably in an RFP, marketing, sales, or client solutions role within an asset management firm. Demonstrated experience working with alternative investment strategies, including private markets such as private real estate, infrastructure, and private credit. Strong foundational knowledge of the asset management industry, with the ability to quickly develop deep understanding of Principal Asset Management’s business, strategies, and markets. Proven experience managing complex proposals and multiple deadlines simultaneously, delivering high‑quality, detail‑oriented work under time constraints. Experience working in a proposal or content management system such as Responsive, Loopio, Qvidian, RocketDocs, or similar platforms preferred. Ability to communicate clearly, confidently, and effectively with stakeholders at all levels, including senior investment professionals. Experience using—or strong interest in leveraging—AI and tech applications to streamline proposal development, content, and communication strategies. Proficiency in the Microsoft Office suite, with particular emphasis on Word and Excel; ability to learn firm‑specific systems and databases. FINRA Series 7 licensing, or other recognized asset management or investment designations (e.g., CFA, CAIA, CIMA, CFP, Series 65/66), are a plus but not required. 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) $84,600 - $152,400 / 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 Location(s) We are seeking talent for a hybrid work arrangement (minimum 3 days in office a week) in Des Moines, Charlotte, Chicago, Denver or New York City. Investment Code of Ethics For Principal Asset Management 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. 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. #J-18808-Ljbffr Principal Financial Services, Inc.