Sr Associate, RFP

Senior Associate, RFP

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 capabilitiesincluding private real estate equity and debt, private credit, and infrastructure equity and debtrequiring 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.

Principal Asset Management is the global investment solutions business for Principal Financial Group (Nasdaq: PFG), managing about $740 billion in assets and over 60 years of experience. Principal Asset Management has been recognized as a "Best Places to Work in Money Management" for 14 consecutive years!

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 usingor strong interest in leveragingAI 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.

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) $84600 - $152400 / 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.

Work Authorization/Sponsorship:

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

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:

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 5/4/2026 Most Recently Posted Date 5/5/2026 Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.