RFP & Project Specialist – Institutional Advisory

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Farther

WebsiteLinkedInAll Job Openings

51 - 200 employees

🛡️ Insurance

💼 Consulting

💸 Finance

💰 $15M Series A on 2022-05

Insurance • Consulting • Finance

Farther is a company dedicated to comprehensive wealth management, assisting clients in growing their wealth for generations. With over $5 billion in assets under management and ongoing exponential growth, Farther leverages experienced advisors and a data-driven wealth platform to provide personalized guidance and set new standards in financial planning. The company's proprietary technology empowers advisors to give unbiased, client-aligned advice and spend more time catering to each client's unique needs. Farther offers its clients support from a full team of financial experts, including estate attorneys, CPAs, and insurance specialists, ensuring thorough financial support and maximizing the impact of wealth for all financial milestones.

📋 Description

• 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

• 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

• 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