RFP & Project Specialist – Institutional Advisory
Remote
Job Summary
Draft and refine RFPs, RFIs, and custom proposals for institutional prospects while partnering with advisors to translate complex wealth management concepts into clear, persuasive content. Build and maintain project trackers across concurrent sales pursuits and client implementations, flagging risks before they threaten deadlines. 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. Own the end-to-end process from initial proposal creation to submission, acting as the connective tissue between sales, advisory, and implementation teams.
Required Qualifications
- 3-5 years of experience in proposal writing, sales operations, project management, or advisory support
- Exceptional written and verbal communication skills
- 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
Desired Qualifications
- 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
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