Intake Specialist
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RFP & Project Specialist – Institutional Advisory
🕒 21 days ago
Proposal WritingSales OperationsProject ManagementWealth Management
📜 Description
- 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.
🛠️ Requirements
- 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
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Full job 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!
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