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Analyst Mktg RFI

EmpowerEmpower·Financial Technology

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Posted

27 days

01

About the role

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

As part of its service, Empower Retirement provides benchmarking information to its B2B clients in standardized format. The information is used by clients to compare their fees and services against various market benchmarks. These reports are created using variety of internal data and requires some calculations and attention to detail, to ensure accuracy.

The role would involve creating these reports as well as working on RFIs for existing clients, which are highly customized and require gathering information and data points from internal sources.

The role would also involve communicating and coordinating with client relationship managers and SMEs to ensure quality, accuracy, and timeliness of deliverables.

This role is part of the RFP team and would serve as a steppingstone to more complex RFP writing for ongoing deals. The analyst would have an opportunity to get trained from internal experts and also get relevant external certifications.

ESSENTIAL FUNCTIONS:

  • Utilized customer data to provide benchmarking information
  • Collaborate with client relationship managers
  • Multi-task, prioritize and problem-solve while using simple judgment and defined procedures to effectively resolve straightforward situations.
  • Clearly articulate challenges through verbal and written communication to build consensus with business partners
  • Comfortable working with numbers
  • Enthusiasm to learn and work on various tools
  • Update maintain internal process documentation
  • Update internal tracking systems for reporting
  • Help other team members with their queries/ questions related to tools, products, responses, etc.

QUALIFICATIONS:

  • MBA/ BBA
  • 1-3 years of experience in RFP/ pre-sales  
  • Excellent communication skills
  • Strong interpersonal skills
  • Ability to work well under pressure with attention to detail
  • Proficiency with MS Office, PowerPoint, Adobe Acrobat
  • Ability to think critically and draw from several resources to create simple, unified, persuasive output
  • Build productive internal/external working relationships
  • Good to have: Qvidian and understanding of investment and retirement terminology

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

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Aplyr's read

Empower is a fintech company focused on personalized financial planning and investment management, attracting professionals in finance and technology roles.

Synthesized from recent postings & public sources

What's promising

  • Empower offers personalized financial planning, attracting clients seeking tailored investment solutions.
  • The company is expanding its workforce, indicating growth and stability in the fintech sector.
  • Empower's focus on data governance and automation highlights its commitment to technological advancement.

What to watch

  • The fintech industry is highly competitive, posing challenges for market differentiation.
  • Rapid growth may strain resources and impact employee work-life balance.
  • Limited public information about company culture and employee satisfaction.

Why Empower

  • Empower specializes in combining financial planning with advanced technology for personalized client solutions.
  • The company emphasizes roles in data governance and automation, showcasing a tech-driven approach.
  • Empower's diverse hiring across finance and tech roles suggests a multidisciplinary team environment.

Aplyr’s read is generated by AI from public sources. Was it useful?

03

About Empower

Empower is a financial technology company that provides personalized financial planning and investment management services to help individuals achieve their financial goals.

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