RFP & Project Specialist – Institutional Advisory

About the Company

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.

Responsibilities

• 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
• Serve as the primary point of coordination across sales, advisory, and implementation workflows
• Use AI tools alongside existing content libraries to accelerate drafting and content organization

Requirements

• 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 autonomously
• 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

Preferred Qualifications

• 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

Benefits

• Competitive compensation package
• Full health benefits
• 401(k) matching & Roth IRA options
• Unlimited PTO