When is the deadline for the Town of Wellesley RFP?

The deadline for this RFP is Aug 6, 2026. Make sure to submit your proposal before this date to be considered.

What is Town of Wellesley looking for?

The Wellesley Contributory Retirement Board and the Town of Wellesley invite proposals from qualified entities to serve as Investment Consultant for the Wellesley Contributory Retirement System and the Town of Wellesley Other Post-Employment Benefits (OPEB) Trust, with services including PRIM Board monitoring, quarterly asset performance reporting, annual capital market expectations, semi-annual Board meeting attendance, and periodic investment policy review. The Town has expressed the desire to work with one vendor for both the retirement system and OPEB, but ultimately two separate contracts will be signed—one with the Board and one with the Town.

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Should I wait for the RFP to be released?

No. If you're not already part of the RFP writing process, you're already behind. Starbridge helps you identify opportunities months early through buying signals like strategic plans, board meeting mentions, contract expirations, and new budgets—so you can influence requirements before competitors even see the RFP.

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Wellesley Retirement Board Request for Proposal Investment Consultant

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