RFP / DDQ Specialist

Job Description

Job Description

Crossmark Global Investments is seeking a highly motivated and experienced RFP / DDQ Specialist to join our team. The ideal candidate will be responsible for managing and completing Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs) . This role is central to our firm’s business development and retention efforts, requiring a blend of strong writing skills, project management, and collaboration across departments to ensure high-quality and timely responses.

About Crossmark

Crossmark, a Houston-based investment management firm , has served as a trusted partner to financial intermediaries and their clients since 1987. Rooted in faith, we provide a full suite of investment strategies, including mutual funds, SMAs, and ETFs. We are particularly known for helping investors align their portfolios with their values through socially conscious, responsible investment solutions. Our client-first approach is built on a legacy of excellence, offering investors the opportunity to create enduring value for generations to come.

Crossmark is indirectly owned by a non-profit organization, and our net income supports multiple ministry programs. We believe in the power of giving back and making a positive impact on the world. Our team actively participates in volunteer and charitable causes, which not only strengthens our communities but also fosters a culture of empathy, collaboration, and social responsibility. This commitment reflects our core values : Integrity, Courage, Commitment, Proficiency, and Professionalism.

Key R esponsibilities

• RFP and DDQ Management : Manage the end-to-end process of responding to RFPs and DDQs.
• Content Development : Draft and edit clear, compelling, and accurate responses by leveraging existing content and collaborating with internal subject matter experts.
• Content Library Maintenance : Serve as the primary administrator for our Loopio and SharePoint content library, ensuring all information is current, compliant, and easily accessible. This includes adding new content, updating existing data, and maintaining the accuracy of our firm’s responses.
• Cross-Functional Collaboration : Facilitate seamless communication across departments to gather necessary information for proposals and questionnaires.
• Compliance & Quality Assurance : Ensure all submissions meet regulatory, client-specific, and internal compliance standards, maintaining a high level of professionalism and accuracy.
• Project & Timeline Management : Manage multiple concurrent projects, track deadlines, and ensure timely delivery of all proposals and questionnaires.
• Process Optimization : Continuously improve the RFP and DDQ process by implementing best practices, identifying efficiencies, and enhancing accuracy.

Q ualifications

Job T ype : Full-time