Proposal Consultant

skillventory - A Leading Talent Research Firm

Proposal Consultant responsible for producing Requests for Proposals at Fidelity. Managing complex proposal requests and developing strategies to meet project requirements under tight deadlines.

Posted 7/6/2026full-timeWestlake • Colorado, Kentucky, New Hampshire, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $48,000 - $91,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in proposal management and project coordination, with a strong focus on developing effective sales materials and managing complex proposal requests. Possesses excellent organizational, communication, and time management skills to ensure timely delivery of high-quality outputs.

Highest-signal resume keywords

Proposal ManagementProject ManagementFinancial Industry ExperienceStrong Written CommunicationOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Proposal DevelopmentProject CoordinationSales Material ProductionResearch SkillsDocument Management

Soft Skills

Strong Verbal CommunicationInterpersonal SkillsCollaboration SkillsAttention to DetailTime Management

Industry Keywords

Workplace Investing Product KnowledgeFinancial IndustryProposal RequestsProject DeliverablesDatabase Research

About the role

Key responsibilities & impact

develop and produce effective sales materials, primarily Requests for Proposals
manage, complete, and produce proposal requests for visible and complex opportunities
develop strategy plan appropriate for project requirements
assume overall responsibility for proposal activities such as planning, organizing timeline and project deliverables
research appropriate project responses through supplied databases and other identified sources
manage multiple projects to meet deadlines while achieving desired output
manage documents to eliminate redundancies and ensure responses align with questions

Requirements

What you’ll need

Bachelor’s Degree preferred; degree in Marketing, English, or Journalism recommended
Three plus years financial industry experience and/or three to five years proposal management experience
Workplace Investing product knowledge across all products is preferred but not required
strong written and verbal communication skills
Outstanding organizational and time management skills
Excellent project management skills
ability to effectively manage all moving parts and complete all deliverables within tight timeframes
strong interpersonal skills and ability to communicate effectively with business partners and team members at all levels of the organization
Strong collaboration and networking skills;
Excellent attention to detail and resource utilization
ability to work with minimal supervision

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career