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US Unlimited PTO

  • Own end-to-end drafting, refinement, and submission of RFPs, RFIs, and custom proposals for institutional prospects.
  • Partner with advisors to translate complex wealth management concepts into clear, persuasive proposal content and track multiple concurrent projects.
  • Coordinate across sales, advisory, and implementation workflows, using AI tools to accelerate drafting while maintaining accuracy.

Proposal Writing Project Management Sales Operations Google Suite Notion

20 jobs similar to RFP & Project Specialist – Institutional Advisory

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US Unlimited PTO

  • Lead end-to-end development of RFPs, RFIs, and proposals, coordinating cross-functional teams from strategy to legal.
  • Own and improve proposal content libraries, templates, and knowledge repositories to streamline future submissions.
  • Provide status updates, manage multiple deadlines, and ensure quality in a fast-paced, remote environment.

Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. It operates remotely with a focus on efficiency and data-driven recruitment.

RFP Writer

Alegeus
$66,800–$113,700/yr
US

  • Shape winning proposals that drive new business growth and deepen strategic partnerships.
  • Partner with leaders across Product, Go-to-Market, and executive teams to transform complex expertise into client-focused solutions.
  • Lead high-impact RFx projects from kickoff through submission, ensuring accuracy and timely delivery.

Alegeus is the industry leader in consumer-directed healthcare solutions, powering millions of benefit accounts and processing over $6 billion in healthcare payments annually. The company values authenticity, trust, and tenacity, and fosters a culture of collaboration and diverse perspectives.

$85,000–$125,000/yr
US Unlimited PTO 12w maternity 8w paternity

  • Own and steer RFPs and RFIs from intake through submission, ensuring compliance and timeliness.
  • Collaborate with subject matter experts to draft, edit, and perfect proposal responses.
  • Continuously improve proposal processes, leveraging AI and automation for greater efficiency.

Journey is redefining mental health care for modern companies with a proactive approach to employee wellbeing. We are a rapidly growing tech startup that recently raised a Series A, focused on building a high-performance culture.

$64,459–$80,592/yr
US 20w maternity 20w paternity

  • You will manage RFP, RFI, and DDQ projects from intake to submission, ensuring timely and accurate responses.
  • You will coordinate with Sales, Solutions, Legal, and other teams to gather content and maintain a centralized library.
  • You will identify process improvements and apply AI tools to streamline proposal workflows.

Partner Company is a fintech/payments firm seeking to expand its US sales operations. They foster a collaborative, flexible-first environment where employees own their work and drive innovation through AI and process automation.

$90,000–$110,000/yr
US Unlimited PTO

  • Own end-to-end proposal development for RFPs, RFIs, and procurement requests, ensuring high-quality, strategic submissions.
  • Coordinate cross-functional teams across Strategy, Media, Creative, Analytics, and Leadership to craft compelling proposal narratives.
  • Manage content libraries and AI knowledge repositories to improve proposal efficiency and consistency.

Wpromote is a digital marketing agency specializing in integrated media, creative, and analytics to drive client growth. Recognized as a Best Place to Work and Adweek's Fastest Growing Digital Agency, they promote an inclusive, remote-first culture with a strong emphasis on work-life balance.

$90,000–$120,000/yr
United States

  • Lead and coordinate end-to-end RFx requests, including reviewing incoming bid requests and setting timelines.
  • Create compelling proposal content, including executive summaries and competitive positioning.
  • Orchestrate cross-functional collaboration among sales, marketing, client success, and global operations.

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner professionals. It is a venture-backed company that has raised over $35M and values a growth-focused, high-bar culture.

$64,459–$80,592/yr
Canada 20w maternity 20w paternity

  • Manage live RFP, RFI, and DDQ projects from intake through submission by coordinating with cross-functional teams and SMEs.
  • Maintain Loopio library, review cycles, and content updates to support efficient RFP response processes.
  • Drive process improvements and leverage AI tools to enhance workflow efficiency and response accuracy.

Marqeta is a modern card issuing platform that enables companies to build and manage payment cards. The company is publicly traded and emphasizes a flexible, remote-first culture with a focus on innovation and collaboration.

$95,000–$125,000/yr
US

  • Manage the entire proposal lifecycle from kickoff to submission, ensuring high-quality, compliant, and compelling proposals on time.
  • Collaborate with sales and cross-functional teams to develop and refine proposal response strategies.
  • Edit and produce final proposals, ensuring compliance with RFX requirements and consistent product messaging.

Zūm is revolutionizing mass mobility with its Connected Mobility Experience system that connects and coordinates people, vehicles, and operations in real time. They serve over 6,500 schools and are backed by leading investors including Sequoia Capital, GIC, TPG, and Softbank.

$61,200–$84,000/yr
United States

  • Own and scale the proposal content ecosystem, managing content for RFPs, RFIs, DDQs, and customer-facing responses.
  • Establish content governance frameworks, review cycles, and content health metrics to ensure quality and consistency.
  • Drive adoption of AI-powered proposal tools and automation capabilities to improve efficiency and content quality.

Seismic is a software company specializing in proposal automation and content management platforms. It is a fast-paced SaaS company with a collaborative culture focused on cross-functional teamwork and AI-driven innovation.

$110,000–$140,000/yr
US

  • Lead proposal content strategy and production for federal RFPs, RFQs, and RFIs.
  • Interview subject matter experts to distill technical information into persuasive narratives.
  • Collaborate with cross-functional teams to ensure compliant, compelling proposals.

Oddball builds quality software for the federal space, aiming to improve the daily lives of millions. It's a small, growth-focused company that values learning and making a big impact.

$64,459–$80,592/yr
Canada Unlimited PTO

  • Manage live RFP, RFI, and DDQ projects from intake through submission
  • Coordinate with AEs, Solutions, SMEs, and cross-functional teams to gather inputs and keep work on track
  • Maintain Loopio library hygiene, support process improvements, and explore AI-assisted opportunities

Marqeta provides a modern card issuing platform that powers payment operations for companies like Block, Cash App, and Uber, enabling real-time card issuance and transaction management. The company is a pioneer in embedded finance, operating with a Flexible First culture that values collaboration, innovation, and customer focus.

$54,750–$58,400/yr
Canada

  • Lead the development of strategic proposals to support business growth and client success.
  • Manage the complete proposal lifecycle from request analysis to final submission.
  • Collaborate with sales teams and subject matter experts to create tailored solutions.

This role is offered by a partner company via Jobgether, which uses AI to match candidates. The hiring company is a global organization focused on business development and client success, with a remote and inclusive culture.

US

  • Lead strategy, governance, and continuous improvement of ViaPath's proposal knowledge base and reusable sales content.
  • Own the proposal content ecosystem, ensuring accurate and compelling content for RFP responses.
  • Partner with sales, technical SMEs, and marketing to increase proposal quality and win rates.

ViaPath provides integrated correctional technology solutions to public safety organizations. The company offers a culture of collaboration and is committed to employee well-being with comprehensive benefits and flexible work arrangements.

$96,000–$126,000/yr
US 3w PTO

  • Manage the completion of RFPs from proofing to adhering to due dates.
  • Facilitate kickoff meetings, set timelines, and ensure compliance with client deadlines.
  • Collaborate with departments to maintain up-to-date content and support proposal tracking tools.

Cotiviti partners with major healthcare organizations to provide data analytics and solutions. The team is small and collaborative, fostering a supportive culture.

US

  • Own the end-to-end federal proposal lifecycle from solicitation analysis through submission and lessons learned.
  • Manage proposal schedules, compliance matrices, and cross-functional teams to ensure deadlines and quality.
  • Translate complex federal requirements into winning proposal strategies and compelling narratives.

The company is a federal government contractor that provides services to various agencies. It values collaboration and offers a remote work environment.

South Africa Philippines

  • Supporting sales and marketing, pre-construction, and project administration across the full business lifecycle.
  • Maintaining and improving project data, templates, spreadsheets, and reporting systems using JobTread and Google Workspace.
  • Identifying and implementing workflow improvements using AI tools to enhance efficiency and automation.

We are a small, high-performing residential construction company specializing in high-end custom homes and renovations. We value strong communication, collaboration, and continuous learning in a healthy, supportive working environment.

US

  • Coordinate business development opportunities from intake to proposal submission, managing timelines and deliverables across teams.
  • Develop proposal decks, budgets, scopes, and client materials, serving as primary coordinator for prospective client communications.
  • Maintain CRM tracking, lead weekly resource forecasting, and support client experience initiatives like events and conferences.

Current partners with ambitious brands to create digital experiences that drive meaningful business results through strategy, design, production, and technology. They are a remote-first agency with a collaborative culture valuing teamwork, curiosity, and execution.

$86,000–$138,000/yr
US

  • Own the end-to-end proposal lifecycle for public sector opportunities, ensuring compliance and strategic alignment.
  • Manage content libraries, partner contributions, and cross-functional collaboration to improve response quality.
  • Drive continuous improvement through AI-assisted tools and modern proposal workflows.

The company specializes in providing technology solutions to public sector organizations. It is a partner company with a focus on innovation, collaboration, and continuous improvement.

$55,000–$70,000/yr
US Unlimited PTO

  • Support the execution of multiple concurrent new business opportunities, ensuring timelines, deliverables, and stakeholders remain aligned.
  • Analyze RFPs and help structure workstreams, timelines, and team responsibility.
  • Draft and compile pitch materials, including written responses, presentations, and supporting documents.

Inizio Evoke is a health marketing agency dedicated to making health more human. The company offers a flexible work environment and is an equal opportunity employer.

India

  • Analyze RFPs, RFIs, and RFQs to understand customer requirements and develop compliant proposals.
  • Coordinate with cross-functional teams to gather information and translate inputs into compelling proposal content.
  • Create and maintain reusable proposal templates, case studies, and support marketing activities.

The company is a partner of Jobgether, providing enterprise technology solutions. The size and culture are not disclosed in the posting.