RFP Specialist

Spectraforce Technologies; Lake Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Spectraforce Technologies seeks an experienced RFP Specialist in Dallas, TX to lead end-to-end responses to RFPs, RFIs, and DDQs for institutional clients. The role requires coordinating with internal teams to ensure accurate, compliant, and compelling client materials.

You will manage a centralized content library, ensure messaging alignment with brand guidelines, and drive timelines to deliver high-quality proposals under tight deadlines.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• 2–4 years in financial services, asset management, or institutional sales support.
• Exceptional written and verbal communication; able to persuade sophisticated audiences.
• Excellent organizational and project management skills; meets deadlines.
• MS Office proficiency (Word, Excel, PowerPoint).

Responsibilities

• Lead the drafting, editing, and customization of comprehensive RFPs, RFIs, and DDQs for institutional clients, prospects, and consultants.
• Maintain a centralized content library of standard responses, firm data, and investment narratives; ensure accuracy and compliance.
• Collaborate with Portfolio Managers, Product Strategists, Sales & Client Relationship Managers, Legal, Compliance, Operations, and Marketing to align messaging.
• Develop and maintain project timelines; manage multiple RFPs concurrently and meet tight deadlines.
• Translate investment concepts and data into clear, persuasive language for institutional audiences; craft differentiating narratives.
• Conduct rigorous reviews to ensure brand consistency and regulatory compliance (SEC, FINRA).

Skills

Communication

Attention to detail

Project management

Teamwork

Education

Bachelor's degree in Finance, Economics, Business Administration

Tools

Microsoft Office

Job description

Title: RFP Specialist
Duration: 5+ months
Location: Dallas, TX, 75201

Description

• The RFP Specialist plays a pivotal role within Asset Management's Business, contributing significantly to the firm's efforts in client acquisition and retention.
• This individual is responsible for the end-to-end creation, editing, and customization of high-quality, persuasive responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and consultant database updates.
• The role demands a deep understanding of investment capabilities, strategies, and competitive advantages, and the ability to articulate these effectively to institutional clients, prospects, and consultants.
• The successful candidate will act as a central point of contact, collaborating extensively with various internal teams to ensure all client facing materials are accurate, consistent, compliant, and tailored to meet specific client and consultant requirements.

Key Responsibilities

Proposal Development & Customization

• Lead the drafting, editing, and customization of comprehensive and compelling RFPs, RFIs, and DDQs for institutional clients, prospects, and consultants across a diverse range of asset classes, including equities, fixed income, alternative investments (e.g., private equity, hedge funds, real estate), and multi-asset solutions.
• Ensure all responses are strategically aligned with client needs, highlight unique value proposition, and adhere to brand guidelines and messaging standards.

Content Management & Maintenance

• Manage and regularly update a centralized content library of standard responses, firm data, product-specific information, and investment narratives.
• Ensure the accuracy, consistency, and compliance of all content with internal policies and external regulatory requirements.
• Proactively identify gaps in content and work with subject matter experts to develop new materials.

Cross-Functional Collaboration

• Serve as a key liaison, working closely with Portfolio Managers, Product Strategists, Sales & Client Relationship Managers, Legal, Compliance, Operations, and Marketing teams to gather necessary information, validate data, and ensure alignment of messaging across all client communications.
• Facilitate review processes with relevant stakeholders to obtain approvals and ensure accuracy.

Project Management

• Effectively manage multiple RFP projects concurrently, often under tight deadlines, from initial request receipt through final submission.
• Develop and maintain project timelines, coordinate input from various internal stakeholders, and track progress to ensure timely and high-quality delivery.

Strategic Communication & Messaging

• Translate complex investment concepts, market insights, and quantitative data into clear, concise, and persuasive language that resonates with diverse institutional audiences.
• Develop compelling narratives that differentiate offerings in a competitive landscape.

Quality Assurance & Compliance

• Conduct rigorous reviews of all materials to ensure accuracy, grammatical correctness, stylistic consistency, adherence to brand guidelines, and full compliance with internal policies and relevant regulatory frameworks (e.g., SEC, FINRA).

Basic Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• 2-4 years of experience in the financial services industry, with a strong preference for experience in asset management, investment consulting, institutional sales support, or a similar client-facing content writing role.
• Exceptional written and verbal communication skills, with a proven ability to articulate complex ideas clearly, concisely, and persuasively to sophisticated audiences.
• Strong attention to detail and a meticulous commitment to accuracy and quality.
• Excellent organizational and project management skills, with the ability to prioritize tasks, manage multiple projects simultaneously, and meet strict deadlines in a fast-paced environment.
• High proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) is essential for document creation, data analysis, and presentation development.
• Ability to work effectively both independently and as part of a collaborative team.

Preferred Qualifications

• Experience with RFP automation software (e.g., Qvidian, Loopio, PMAPS).
• Solid understanding of various investment products, asset classes (e.g., equities, fixed income, alternatives), financial markets, and investment strategies.
• Familiarity with institutional client segments (e.g., public and corporate pensions, endowments, foundations, sovereign wealth funds) and their specific investment requirements.