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Farther

RFP & Project Specialist – Institutional Advisory

RemoteUnited States only
Published
Role
Project Management
Experience
Mid
Salary not disclosed
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Open to US only. Set where you work from to check your eligibility.

No BS summary

3-5 yrs of proposal writing/sales ops/project management experience. Own the end-to-end RFPs RFIs and proposals for an institutional advisory team; coordinate sales, advisory, and implementation; must be comfortable with Google Suite, Notion, and AI tools. Remote.

Required skills

Google SuiteNotion

What you'll do

  • Own the end-to-end drafting, refinement, and submission of RFPs, RFIs, and custom proposals for institutional prospects
  • Partner with advisors and subject matter experts to translate complex wealth management concepts into clear, persuasive proposal content
  • Build and maintain project trackers across concurrent sales pursuits and client implementations, flagging risks before they threaten a deadline
  • Serve as the primary point of coordination across sales, advisory, and implementation workflows, keeping every stakeholder aligned
  • Use AI tools alongside existing content libraries to accelerate drafting and content organization without sacrificing accuracy or quality

What they require

  • 3-5 years of experience in proposal writing, sales operations, project management, or advisory support
  • Exceptional written and verbal communication skills
  • Proven ability to manage multiple concurrent projects and deadlines
  • Comfort using Google Suite and Notion
  • Curiosity and hands-on comfort with AI tools

Benefits

  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO

Farther

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

FintechStartup
Salary not disclosed