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CW Associate (RFP Specialist - Asset & Wealth Management)

Spectraforce Technologies
United States, Texas, Lake Dallas
Feb 18, 2026
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