RFP & Project Specialist – Institutional Advisory

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!