RFP & Project Lead — Institutional Advisory; Remote
Remote / Online - Candidates ideally in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-08-25
San Francisco, San Francisco County, California, 94199, USA
Listing for:
Farther
Remote/Work from Home
position Listed on 2026-08-25
Job specializations:
-
Business
AI Business & Operations, Business Development, Business Analyst
Job Description & How to Apply Below
Farther is seeking an RFP & Project Specialist to own the end-to-end proposal process for institutional advisory clients. You will translate complex wealth management concepts into clear proposals and collaborate with sales, advisory, and implementation teams to keep pursuits on track.
Your role involves building project trackers, flagging risks, and leveraging AI tools to accelerate drafting while maintaining accuracy and quality. This position is fully remote within the United States.
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