RFP Specialist at CTS Voya Institutional Plan Services, LLC — Hartford, CT

Get to Know the Opportunity: As a member of Voya’s Retirement RFP Team, the RFP Specialist is responsible for assessing, planning, and delivering high-quality Request for Proposal (RFP), Request for Information (RFI), and consultant questionnaire responses. This role plays a critical part in helping the organization win new business by ensuring proposals meet client requirements, align with company standards, and communicate clear, compelling value propositions.

The Contributions You’ll Make:

• Assess incoming RFP/RFI requests to develop response strategies, identify resource needs, and establish timelines that support on-time delivery and strong advancement outcomes.
• Manage multiple concurrent proposal projects with varying complexity under tight deadlines.
• Support proposal development across multiple market segments, including Small-Mid Corporate, Tax Exempt, Government, Large Corporate, Defined Benefit (DB), and Non-Qualified (NQ) markets.
• Leverage proposal automation tools and platforms (e.g., Catapult, Envestnet, ProposalTech, RFPDirector, Responsive,) to log, track, and complete proposal responses.
• Research and develop responses through collaboration within proposal systems and with key stakeholders.
• Partner with subject matter experts (SMEs) across functions (e.g., Senior Management, Legal, IT, Product, Plan Administration, Implementation, Investments) to gather and incorporate accurate content.
• Collaborate with Business Development, Sales, and other teams to ensure all proposal components are complete and aligned.
• Draft new content as needed, translating complex or technical information into clear, concise, and compelling language for inclusion in the proposal content library.
• Communicate differentiated value propositions tailored to client and prospect needs.
• Perform formatting, proofreading, and editing to ensure proposals meet quality expectations and adhere to branding standards.
• Manage proposal production requirements, including print configurations and electronic delivery schedules.
• Identify opportunities for process improvement and contribute to the development and adoption of best practices.
• Participate in ongoing reviews of proposal content and partner with content owners to ensure accuracy and relevance within the content library.
• Provide mentorship and guidance to other RFP Specialists, as applicable.
• Perform additional duties as assigned.

Minimum Knowledge & Experience:

• Bachelor’s degree or equivalent experience
• Minimum of 3 years of RFP writing experience
• Strong planning, problem-solving, and organizational skills
• Excellent research, decision-making, and prioritization capabilities
• Strong written and verbal communication skills
• Strict attention to detail
• Ability to manage multiple priorities and deadlines independently
• Proven ability to collaborate with a wide range of functional and technical SMEs

Preferred Knowledge & Experience:

• Advanced understanding of Retirement Services
• Experience managing complex projects with multiple stakeholders and tight timelines
• Experience with Responsive (formerly RFPIO) or similar proposal automation platforms
• Intermediate proficiency with Office 365 tools (Outlook, Word, Excel, PowerPoint, SharePoint, Teams, Planner, Copilot)

Voya’s Core Four bring our strategy to life by driving customer focus, accelerating AI-enabled transformation, fostering a high-performance culture, and delivering with consistency and operational excellence.

How This Role Aligns to Our Core Four:

• Instill Customer Obsession: Deliver tailored, high-quality proposals that clearly address client requirements and articulate Voya’s value to win new business.
• Transform with Automation/AI: Utilize proposal automation platforms and tools to streamline workflows, improve response accuracy, and enhance efficiency.
• Drive Higher Performance Through Our People: Partner closely with cross-functional SMEs and business teams to gather insights, ensure alignment, and strengthen proposal outcomes.
• Execute on the Fundamentals: Ensure every proposal is accurate, compliant, well-organized, and delivered on time through strong attention to detail and disciplined execution.

Compensation Pay Disclosure:

$77,580 - $96,980 USD

Be Well. Stay Well.

What We Offer

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year

Critical Skills

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment Opportunity

Reasonable Accommodations

Misuse of Voya's name in fraud schemes