Job Title: RFP Specialist – Asset & Wealth Management
Duration: 6 Months Contract
Location: Dallas, TX (Onsite – 2001 Ross Avenue, Dallas, TX 75201)Job Summary
The RFP Specialist supports the Asset & Wealth Management business by developing, editing, and customizing high-quality responses to RFPs, RFIs, DDQs, and consultant database submissions. This role works cross-functionally with investment, sales, legal, compliance, and marketing teams to deliver accurate, compliant, and persuasive client-facing materials.Key Responsibilities
Proposal Development

• Draft, edit, and customize RFP, RFI, and DDQ responses across asset classes (equities, fixed income, alternatives, multi-asset).
• Align responses with client needs and firm messaging.

Content Management

• Maintain centralized content library of standard responses and product information.
• Ensure data accuracy, consistency, and compliance.

Cross-Functional Collaboration

• Coordinate with portfolio managers, product strategists, sales, legal, compliance, and operations teams.
• Manage approvals and stakeholder reviews.

Project Management

• Handle multiple RFP projects under tight deadlines.
• Track timelines and deliver high-quality submissions.

Quality & Compliance

• Ensure materials meet brand standards and regulatory requirements (SEC/FINRA).

Required Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field
• 2–4 years’ experience in financial services or asset management RFP writing
• Strong writing, editing, and communication skills
• Ability to manage multiple projects with attention to detail

Preferred

• Experience in asset management, institutional sales support, or consultant relations
• Familiarity with equities, fixed income, or alternative investments

 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 36.00/hr.