RFP & Project Specialist – Institutional Advisory

FartherRemote · Posted 10 days ago

Full-timeRemote

Description

Company Description

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

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

Our Institutional Advisory team works with nonprofits, foundations, and endowments — and every new relationship starts with a proposal. We're looking for an RFP & Project Specialist to own that process end-to-end: drafting and refining RFPs, RFIs, and client proposals, and keeping every active pursuit and implementation on track. You'll be the connective tissue between sales, advisory, and implementation — giving our team more time to spend in front of clients and less time on the administrative work behind the scenes.

Your 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

The Ideal Match

3-5 years of experience in proposal writing, sales operations, project management, or advisory support
Exceptional written and verbal communication skills, with sharp attention to detail
Proven 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

Bonus Points

Background in institutional, technical, or academic writing
Degree or coursework in English, Communications, or Marketing
Prior exposure to financial services, wealth management, or investment concepts
Experience supporting proposal or RFP processes in a regulated or client-facing industry

Why Join Us

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

Ready to disrupt wealth management? Let's talk!

FartherRemote

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and inno…

Full-timeRemote

Director, Investment Solutions26 days ago

FartherNew York, New York, United States

Est. 150,000 USD

Full-time

Relationship Manager & Servicing Advisor4 months ago

FartherRemote

Est. 120,000 USD

Full-timeRemote

Relationship Manager & Servicing Advisor4 months ago

FartherRemote

Est. 120,000 USD