RFP Services Manager

SEI is seeking to hire a Manager of Request for Proposal (RFP) Services. The Manager of RFP Services is responsible for supporting requests across SEI’s business lines for Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and other associated requests. This pivotal role directly impacts SEI's growth and market position. You'll spearhead the management of a dedicated team to deliver comprehensive and compelling proposals for the SEI enterprise, driving strategic relationships and measurable growth within SEI's financial services landscape.

What you will do:

• Lead a team of RFP writers responsible for managing the end-to-end RFP, RFI, and DDQ process for the enterprise.
• Serve as the central project manager for all RFP’s, aligning cross-functional contributors, managing timelines and risks, and ensuring disciplined, on-time delivery of compelling responses.
• Review, proofread, edit team proposals to ensure the compliance, accuracy, and message quality/impact of the final proposal.
• Act as player/coach as needed.
• Develop efficiencies within the RFP/DDQ process through prioritization and optimization, including but not limited to the adoption and socialization of A.I. tools.
• Understand business goals and challenges to ensure proposals align with overall objectives.
• Foster strong relationships with sales leadership, subject matter experts, and marketing to ensure timely and accurate completion of submissions.
• Develop and maintain standard, branded proposal templates.
• Develop a highly engaged team, providing mentorship, guidance, training, and support to nurture their skills.
• Contribute to broader content marketing initiatives by transforming RFP insights and reusable content into scalable assets embedded across sales enablement tools and platforms.
• Use data and feedback to identify opportunities for process improvement and lead subsequent change management.
• Compile regular reporting of proposal activity, including volumes, outcomes, and business impact.

What we need from you:

• Bachelor’s Degree and 6-10 years of professional RFP experience, preferably in financial services.
• Strong leadership skills with an ability to coach, motivate, and influence others to support enterprise goals and objectives.
• Proven track record in managing complex programs/projects, delivering multiple projects on time, and mentoring junior employees with positive outcomes.
• Proficiency in MS Word, Excel, and PowerPoint, coupled with excellent project management and coordination skills.
• Strong sense of accountability; excellent analytical skills, written and verbal communication, and project management skills
• Ability to work in a fast-paced, deadline-driven environment.

What we would like from you:

• Strategic relationships and influences across the department and business.
• Advanced understanding of SEI’s business and the financial services industry.
• Innovative mindset, continuously striving for excellence and improvement.
• Familiarity with RFP software, RocketDocs preferred.
• Willingness to work evenings and weekends when demands require

SEI’s competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.

SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.