RFP & Project Specialist – Institutional Advisory

Farther

RFP & Project Specialist owning proposals and pursuit tracking for Farther, a technology-enabled wealth management firm. Coordinating sales, advisory, and implementation teams.

Posted 8/17/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in proposal writing and project management, with a strong ability to translate complex concepts into clear content. Proficient in using AI tools and collaboration platforms to enhance workflow and maintain alignment across stakeholders.

Highest-signal resume keywords

Proposal WritingProject ManagementSales OperationsGoogle SuiteNotion

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Proposal WritingProject ManagementSales OperationsRFP ProcessesTechnical WritingInstitutional WritingContent OrganizationWorkflow TrackingAttention to DetailVerbal Communication

Soft Skills

Written CommunicationCuriosityAutonomyStakeholder CoordinationPersuasive Communication

Tools & Technologies

AI ToolsGoogle SuiteNotion

Industry Keywords

Wealth ManagementFinancial ServicesClient-Facing IndustryRegulated IndustryInvestment Concepts

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

3-5 years of experience in proposal writing, sales operations, project management, or advisory support
Exceptional written and verbal communication skills
Sharp attention to detail
Ability to manage multiple concurrent projects and deadlines with a high degree of autonomy
Comfort using Google Suite and Notion for documentation and workflow tracking
Curiosity and hands-on comfort with AI tools to enhance writing speed and organization
Background in institutional, technical, or academic writing is a bonus
Degree or coursework in English, Communications, or Marketing is a bonus
Prior exposure to financial services, wealth management, or investment concepts is a bonus
Experience supporting proposal or RFP processes in a regulated or client-facing industry is a bonus

Benefits

Comp & perks

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