Join Farther as an RFP & Project Specialist to streamline proposal processes for institutional clients in a collaborative environment.
Posted by employer 3 weeks ago
First seen on Joblaze 1 week ago
Last verified on the company career page 1 day ago
Skills & Technologies
AI in the day-to-day
Use AI tools alongside existing content libraries to accelerate drafting and content organization without sacrificing accuracy or quality.
Requirements
- Experience
- 3–5 years
- Education
- Bachelor's degree
Not disclosed in this posting: compensation, work arrangement, visa sponsorship.
Benefits
Joblaze summary
The RFP & Project Specialist at Farther plays a crucial role in managing the proposal process for institutional clients, ensuring that RFPs, RFIs, and proposals are meticulously drafted and submitted. This position requires strong communication skills and familiarity with project management tools, as the specialist will coordinate efforts across sales and advisory teams while leveraging AI tools for efficiency. Ideal candidates have 3-5 years of relevant experience and a background in writing or project management, particularly in financial services. Farther offers a dynamic environment where innovation and collaboration are key to reshaping wealth management.
Joblaze insights
- Listed 9 days ago on Joblaze — tracked directly from Farther's career page.
- Farther has 35 other open roles including Senior Frontend Engineer, Conversational & Gen UI, Client Transitions Associate, Senior Trading Associate.
- 107 active Notion roles on Joblaze right now.
- 77 active Google Suite roles on Joblaze right now.
- Typical Google Suite salary we track runs $68,000–$140,054 (median $101,000, across 47 roles).
Quick facts
- How much experience is required?
- 3–5 years of relevant experience for this RFP & Project Specialist – Institutional Advisory role.
- What's the tech stack?
- Joblaze extracted these technologies from the posting: Google Suite, Notion.
- What seniority level is this role?
- Farther targets mid-level candidates for this position.
- Is this full-time or contract?
- Full-time for this RFP & Project Specialist – Institutional Advisory role at Farther.
From the original posting
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!