RFP & Project Specialist – Institutional Advisory
Farther
WorldwideFully remoteFull TimeSales & Business Development
No salary statedPosted 29 days ago4w ago
Why we think you can apply
- Hiring model
- Open worldwide · the employer states no country restriction
- Work from
- Anywhere, the UAE included
Posted 29 days ago
About the role
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
What we look for
- 3-5 years experience in proposal writing or sales ops
- Exceptional written/verbal communication skills
- Ability to manage multiple concurrent projects
- Proficiency in Google Suite and Notion
- Comfort using AI tools for writing/organization
Project Management
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Farther
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NeverApply scores every new listing against your CV, salary floor and visa. A handful of real matches by morning.
Get your daily matchesRFP & Project Specialist – Institutional AdvisoryFarther · 3 free applies a month