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Responsibilities
The RoleOur 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 ImpactOwn the end-to-end drafting, refinement, and submission of RFPs, RFIs, and custom proposals for institutional prospectsPartner with advisors and subject matter experts to translate complex wealth management concepts into clear, persuasive proposal contentBuild and maintain project trackers across concurrent sales pursuits and client implementations, flagging risks before they threaten a deadlineServe as the primary point of coordination across sales, advisory, and implementation workflows, keeping every stakeholder alignedUse AI tools alongside existing content libraries to accelerate drafting and content organization without sacrificing accuracy or qualityThe Ideal Match3-5 years of experience in proposal writing, sales operations, project management, or advisory supportExceptional written and verbal communication skills, with sharp attention to detailProven ability to manage multiple concurrent projects and deadlines with a high degree of autonomyComfort using Google Suite and Notion for documentation and workflow trackingCuriosity and hands-on comfort with AI tools to enhance writing speed and organizationBonus PointsBackground in institutional, technical, or academic writingDegree or coursework in English, Communications, or MarketingPrior exposure to financial services, wealth management, or investment conceptsExperience supporting proposal or RFP processes in a regulated or client-facing industryWhy Join UsCompetitive comp package that rewards impactWork alongside some of the brightest minds in fintechGround-floor opportunity at a fast-scaling startupChart your own growth path as we expandFull health benefits + 401(k) matching & Roth IRA optionsUnlimited PTOReady to disrupt wealth management? Let's talk!Company DescriptionFarther 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.
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