RFP & Project Specialist – Institutional Advisory

About the Role:

• You will own the end-to-end drafting, refinement, and submission of RFPs, RFIs, and custom proposals for institutional prospects.
• You will partner with advisors and subject matter experts to translate complex wealth management concepts into clear, persuasive content.
• You will build and maintain project trackers across concurrent sales pursuits and client implementations.

What You'll Do:

• 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.
• Flag risks before they threaten deadlines and ensure every active pursuit stays on track.

Who You Are:

• You have 3-5 years of experience in proposal writing, sales operations, project management, or advisory support.
• You possess exceptional written and verbal communication skills with sharp attention to detail.
• You are comfortable using Google Suite and Notion for documentation and workflow tracking.

Why Join Us:

• Competitive comp package that rewards impact.
• Ground-floor opportunity at a fast-scaling startup.
• Full health benefits + 401(k) matching & Roth IRA options, plus unlimited PTO.