RFP & Proposal Lead, Institutional Advisory (Remote
Remote / Online - Candidates ideally in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-08-21
San Antonio, Bexar County, Texas, 78208, USA
Listing for:
Farther
Remote/Work from Home
position Listed on 2026-08-21
Job specializations:
-
Sales
-
Business
Job Description & How to Apply Below
Farther is seeking an RFP & Project Specialist for its Institutional Advisory team. You will own the end-to-end drafting of RFPs, RFIs, and proposals, coordinating across sales, advisory, and implementation to accelerate deals. You translate wealth-management concepts into persuasive content and manage multiple projects with autonomy.
You will leverage AI tools, Google Suite, and Notion to stay organized, ensure accuracy, and maintain strong stakeholder alignment across initiatives.
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