The Role

The Marketing Manager, Enterprise Strategic Segments will serve as the strategic architect and execution lead for Farther's priority growth segments, with an initial focus on High Net Worth and Ultra High Net Worth private clients, 401k plan sponsors, and institutional audiences. This is a high-impact role offering immediate ownership, combining sophisticated segment strategy with hands-on, end-to-end execution of our most critical growth initiatives.

You will design and run marketing programs that generate qualified leads, accelerate their conversion to clients, and equip Farther advisors with scalable materials and campaigns to win sophisticated private-client and institutional mandates. Over time, you will help mature and expand Farther’s enterprise segment offerings, while partnering closely with performance marketing, brand, product, and the institutional team.

Your Impact

• Define and continuously refine segment positioning, messaging, and value propositions for HNW, UHNW, 401k plan sponsors, and institutional audiences, ensuring Farther shows up as a differentiated, modern partner
• Actively participate in and enhance Farther's overall content strategy, ensuring segment needs are integrated into corporate and Advisor Marketing plans for maximum impact and consistency
• Build and execute integrated HNW and institutional marketing plans and targeted digital campaigns that generate qualified leads and support conversion, balancing advisor-led initiatives, targeted campaigns, and corporate programs
• Design, launch, and iterate multi-channel online campaigns (email, webinars, digital content), including AI-powered, automated drip journeys that nurture prospects and deepen engagement over time
• Create scalable sales and advisor enablement materials (decks, one-pagers, playbooks, email templates, event-in-a-box kits) that help advisors consistently win sophisticated private-client and institutional mandates
• Serve as the marketing point of contact for institutional sales materials, elevating the layout, structure, and answer quality of RFP-related content and presentations while the institutional team owns drafting and tracking
• Stand up a practical operating rhythm in the first 90 days, grounded in clear KPIs and reporting, while establishing HNW as a formidable and clearly defined offering within Farther

The Ideal Match

• Proven track record as a hands-on marketer who can both set segment strategy and personally execute campaigns, content, and sales materials, comfortable with a 70% execution / 30% strategy split initially
• A results-driven mindset and fluency in linking marketing performance directly to core business outcomes (lead volume, conversion rate, revenue, and AUM)
• 5-8+ years of marketing experience in financial services, wealth or asset management, or a closely related environment, with direct exposure to HNW/UHNW and/or institutional audiences
• Strong experience in sales enablement and go-to-market support, including building persuasive pitch materials that move complex, multi-stakeholder deals forward
• Working knowledge of how to leverage marketing automation (e.g., for segmentation, personalization, send-time optimization, and automated drip journeys) and a demonstrated ability to design and manage AI-enabled drip campaigns at scale
• Collaborative, organized, and comfortable leading cross-functional initiatives with Advisor Marketing, Corporate/Brand Marketing, Product, Investment Strategy, and institutional stakeholders, including moderate travel for key events and meetings

Bonus Points

• Working knowledge of HubSpot or similar platforms for using dashboards, lists, and reports, plus the ability to translate segment needs into clear requirements for marketing operations and admin partners

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!

The Role

The Marketing Manager, Enterprise Strategic Segments will serve as the strategic architect and execution lead for Farther's priority growth segments, with an initial focus on High Net Worth and Ultra High Net Worth private clients, 401k plan sponsors, and institutional audiences. This is a high-impact role offering immediate ownership, combining sophisticated segment strategy with hands-on, end-to-end execution of our most critical growth initiatives.

You will design and run marketing programs that generate qualified leads, accelerate their conversion to clients, and equip Farther advisors with scalable materials and campaigns to win sophisticated private-client and institutional mandates. Over time, you will help mature and expand Farther’s enterprise segment offerings, while partnering closely with performance marketing, brand, product, and the institutional team.

Your Impact

• Define and continuously refine segment positioning, messaging, and value propositions for HNW, UHNW, 401k plan sponsors, and institutional audiences, ensuring Farther shows up as a differentiated, modern partner
• Actively participate in and enhance Farther's overall content strategy, ensuring segment needs are integrated into corporate and Advisor Marketing plans for maximum impact and consistency
• Build and execute integrated HNW and institutional marketing plans and targeted digital campaigns that generate qualified leads and support conversion, balancing advisor-led initiatives, targeted campaigns, and corporate programs
• Design, launch, and iterate multi-channel online campaigns (email, webinars, digital content), including AI-powered, automated drip journeys that nurture prospects and deepen engagement over time
• Create scalable sales and advisor enablement materials (decks, one-pagers, playbooks, email templates, event-in-a-box kits) that help advisors consistently win sophisticated private-client and institutional mandates
• Serve as the marketing point of contact for institutional sales materials, elevating the layout, structure, and answer quality of RFP-related content and presentations while the institutional team owns drafting and tracking
• Stand up a practical operating rhythm in the first 90 days, grounded in clear KPIs and reporting, while establishing HNW as a formidable and clearly defined offering within Farther

The Ideal Match

• Proven track record as a hands-on marketer who can both set segment strategy and personally execute campaigns, content, and sales materials, comfortable with a 70% execution / 30% strategy split initially
• A results-driven mindset and fluency in linking marketing performance directly to core business outcomes (lead volume, conversion rate, revenue, and AUM)
• 5-8+ years of marketing experience in financial services, wealth or asset management, or a closely related environment, with direct exposure to HNW/UHNW and/or institutional audiences
• Strong experience in sales enablement and go-to-market support, including building persuasive pitch materials that move complex, multi-stakeholder deals forward
• Working knowledge of how to leverage marketing automation (e.g., for segmentation, personalization, send-time optimization, and automated drip journeys) and a demonstrated ability to design and manage AI-enabled drip campaigns at scale
• Collaborative, organized, and comfortable leading cross-functional initiatives with Advisor Marketing, Corporate/Brand Marketing, Product, Investment Strategy, and institutional stakeholders, including moderate travel for key events and meetings

Bonus Points

• Working knowledge of HubSpot or similar platforms for using dashboards, lists, and reports, plus the ability to translate segment needs into clear requirements for marketing operations and admin partners

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!

The Role

Farther is looking for a sharp, detail-oriented compliance professional to join our growing team as a Senior Regional Compliance Associate. In this role, you'll be embedded in one of our geographic regions, serving as the day-to-day compliance resource for a distributed network of advisors. You'll sit within the Compliance function and partner closely with business leadership across the firm to make sure our advisors can focus on what they do best, serving clients, while we keep the guardrails tight.

Your Impact

• Serve as the primary compliance resource for your assigned region, supporting advisors and partnering with business leadership on supervisory matters
• Conduct regular reviews of trade blotters, correspondence, marketing materials, and attestations
• Review and approve outside business activities, brokerage accounts, gifts, and entertainment for registered personnel
• Provide guidance, training, and direction on compliance-related matters to advisors across your region
• Investigate, document, and help resolve client complaints in coordination with the broader Compliance team
• Support regulatory examinations, internal audits, and ongoing Compliance initiatives
• Produce regular supervisory reports and close the feedback loop with advisors on activity, productivity, and logging
• Partner with RIA Managing Directors on advisor coaching opportunities tied to compliance standards

The Ideal Match

• 5+ years of financial services experience in a compliance or supervisory role, with demonstrated experience conducting principal-level or OSJ supervisory review
• Active Series 66 and Series 24 in good standing
• Comprehensive knowledge of FINRA and SEC rules and regulations
• High attention to detail, sound judgment, and integrity when handling sensitive or escalated matters
• Bachelor's degree or higher

Bonus Points

• Series 7 and Series 9/10 previously held or currently active
• Experience supporting regulatory examinations or internal audits at an RIA or broker-dealer
• Familiarity with compliance technology platforms and surveillance tools
• Background in a regulated financial services environment with OSJ or branch examination experience
• Track record working with distributed or remote advisor teams

Please note: Some regional travel is required (~30%) and working hours may vary depending on the region you support.

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!

The Role

Farther's Client Experience (CX) team is the engine behind our advisor and client relationships — and it's growing fast. As HRBP for the CX org, you'll be the dedicated people partner embedded in our Irving, TX office, working closely with CX leaders to build a team culture that's as strong as the client experience we deliver.

This isn't a passive HR support role. You'll own employee relations, coaching, and — most importantly — the training and development programs that help our managers level up. You'll be the in-person HR presence our Dallas team actually relies on, and a key partner to CX leadership as they scale.

Your Impact

• Serve as the primary people partner for Farther's Client Experience org, providing hands-on support for employee relations, coaching, and conflict resolution
• Build and own a manager training and development program focused on elevating entry-level and developing managers within the CX team
• Be the in-person HR resource in our Irving, TX office — someone employees and managers can walk up to with real questions and concerns
• Partner with CX leadership (including leaders overseeing advisor experience, client transitions, and client experience) on people strategy, headcount planning, and organizational development
• Support performance management processes including goal-setting, reviews, and performance improvement in partnership with the Head of People
• Help drive engagement and culture initiatives, with a lens toward how our CX team shows up for each other and for the business
• Collaborate with the broader People team on companywide programs, sharing learnings and best practices from the CX org

The Ideal Match

• 4–7 years of HR experience with meaningful time in a generalist or HRBP role supporting a specific business unit or client group
• Strong employee relations chops — you're comfortable handling complex, sensitive situations with professionalism and sound judgment
• Experience building or delivering manager training programs, especially for first-time or developing managers
• High EQ and a communication style that earns trust quickly across all levels of an organization
• Comfortable being the only HR person in the room (and in the office) — you operate independently and know when to escalate

Bonus Points

• Experience supporting a CX, client services, or operations team in a high-growth environment
• Familiarity with the financial services or wealth management industry — or curiosity about it
• Experience with Rippling, Lattice, or similar HRIS/performance management platforms
• Background in learning and development, facilitation, or instructional design

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!

The Role

This role runs Farther's advisor growth systems day-to-day: owns the content library lifecycle, authors and enforces the operating processes, drives projects across stakeholders, and keeps the machine moving and improving across hundreds of advisors. You'll be measured on operational excellence and marketing results at scale — contributing meaningfully to strategy and direction set by Advisor Marketing and cross-functional leadership.

This is for someone who is energized by content systems, process design, and project delivery — and who knows that in a fast-scaling firm, what gets shipped is determined by who runs the operating model.

Your Impact

• Own the lifecycle (intake, editorial review, publication, retirement) of marketing content and component library. Keep the library fresh as ICPs, brand, and services evolve.
• Author and operate the workflows that make advisor marketing happen at scale: compliance review, content production, HubSpot day-to-day operations for advisor marketing, advisor request intake, asset distribution. 
• Maintain the inventory of agents and their inputs; refresh prompts and components as the underlying strategy evolves; run regular spot checks for quality drift; operate the human-in-the-loop review layer on AI outputs before they reach advisors. 
• Author and maintain advisor-facing and team member enablement.
• Drive cross-functional projects to completion across teams and departments. 
• Track and report analytics for advisor-led organic growth and surface insights.
• Lead prospective advisor recruiting calls, articulating Farther's marketing growth capabilities

The Ideal Match

• 5-8 years in B2B2C marketing, wealth management marketing, or content/systems roles directly serving professionals in a service industry.
• Demonstrated track record in building and maintaining structured, reusable systems such as content libraries and resource hubs. 
• AI-native. Daily user of Claude, ChatGPT, or Gemini for real work. Has shipped and maintained something built around an LLM (a Project, a Gem, a custom GPT, an internal tool, a structured prompt library). Can talk fluently about retrieval, system prompts, metadata, and where AI quality breaks down.
• Strong project management discipline, working on parallel workstreams, and pushing things over the line without dropping handoffs. 
• Process designer to know how to build processes, identify broken workflows, and rebuild them.
• Comfortable defining and measuring KPIs, establishing and using dashboards, surfacing insights, and using data to prioritize. 
• Collaborative operator who treats Compliance, Integrated Marketing, Recruiting, Advisor Experience, and Product as partners rather than gates.

Bonus Points

• Collaborative operator who enjoys serving as the "last mile" for firm-level strategies, working closely with Integrated Marketing, Recruiting, Advisor Experience, and RIA Leadership to scale a coaching-centric advisor growth model

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!

The Role

This role runs Farther's advisor growth systems day-to-day: owns the content library lifecycle, authors and enforces the operating processes, drives projects across stakeholders, and keeps the machine moving and improving across hundreds of advisors. You'll be measured on operational excellence and marketing results at scale — contributing meaningfully to strategy and direction set by Advisor Marketing and cross-functional leadership.

This is for someone who is energized by content systems, process design, and project delivery — and who knows that in a fast-scaling firm, what gets shipped is determined by who runs the operating model.

Your Impact

• Own the lifecycle (intake, editorial review, publication, retirement) of marketing content and component library. Keep the library fresh as ICPs, brand, and services evolve.
• Author and operate the workflows that make advisor marketing happen at scale: compliance review, content production, HubSpot day-to-day operations for advisor marketing, advisor request intake, asset distribution. 
• Maintain the inventory of agents and their inputs; refresh prompts and components as the underlying strategy evolves; run regular spot checks for quality drift; operate the human-in-the-loop review layer on AI outputs before they reach advisors. 
• Author and maintain advisor-facing and team member enablement.
• Drive cross-functional projects to completion across teams and departments. 
• Track and report analytics for advisor-led organic growth and surface insights.
• Lead prospective advisor recruiting calls, articulating Farther's marketing growth capabilities

The Ideal Match

• 5-8 years in B2B2C marketing, wealth management marketing, or content/systems roles directly serving professionals in a service industry.
• Demonstrated track record in building and maintaining structured, reusable systems such as content libraries and resource hubs. 
• AI-native. Daily user of Claude, ChatGPT, or Gemini for real work. Has shipped and maintained something built around an LLM (a Project, a Gem, a custom GPT, an internal tool, a structured prompt library). Can talk fluently about retrieval, system prompts, metadata, and where AI quality breaks down.
• Strong project management discipline, working on parallel workstreams, and pushing things over the line without dropping handoffs. 
• Process designer to know how to build processes, identify broken workflows, and rebuild them.
• Comfortable defining and measuring KPIs, establishing and using dashboards, surfacing insights, and using data to prioritize. 
• Collaborative operator who treats Compliance, Integrated Marketing, Recruiting, Advisor Experience, and Product as partners rather than gates.

Bonus Points

• Collaborative operator who enjoys serving as the "last mile" for firm-level strategies, working closely with Integrated Marketing, Recruiting, Advisor Experience, and RIA Leadership to scale a coaching-centric advisor growth model

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!

The Role 

The Tax Planning Manager is responsible for delivering high-quality, tax-informed comprehensive financial plans in partnership with the firm’s financial advisors and the Strategic Wealth Advisory Team. This role focuses on complex deep tax analysis in conjunction with financial planning, integrating income tax, estate, and business considerations into holistic client strategies for a wide spectrum of client households. This position offers an opportunity to grow and mentor within the industry while contributing to the evolution of modern wealth management.

Your Impact 

• Partner with financial advisors nationwide to perform detailed tax analysis, including marginal rate modeling, Roth conversion analysis, tax-efficient withdrawal strategies, charitable planning, stock option and equity comp planning, and entity-structure implications.
• Collaborate closely with the estate planning team to integrate tax, trust, estate, and investment considerations into unified planning recommendations.
• Review client tax returns to identify planning opportunities related to deductions, credits, loss harvesting, entity selection, and income timing.
• Support the design of tax‑aware investment strategies (e.g., asset location, tax-loss harvesting frameworks, use of tax-efficient vehicles) in coordination with the investment team.
• Take comprehensive client financial data and create detailed financial plans to include scenario modeling, retirement planning, cash-flow analysis and goal-based planning.
• Support advisors in preparing for client meetings by gathering and analyzing relevant financial data
• Contribute to internal tools development, templates, calculators, and workflows that standardize and scale tax and financial planning within our proprietary platform.
• Participate in advisor training, office hours, and webinars to elevate tax and financial planning literacy and adoption across the advisor base.
• Monitor relevant tax law changes and communicate their planning implications to advisors and internal stakeholders.
• Ensure all planning and recommendations adhere to the firm’s fiduciary, compliance, and documentation standards.

The Ideal Match 

• Education qualifications
• Bachelor’s degree in accounting, finance, economics, or a related field
• CFP and CPA/EA
• Advanced degree/designation (e.g., MST, JD with LLM in Taxation, or MBA) a plus
• 3-4 years of experience in tax planning and advice
• Experience in financial planning preferably within an RIA, multifamily office, public accounting firm, or private bank.
• Strong technical knowledge of individual income taxation, retirement plan rules, charitable strategies, and basic estate and gift tax concepts.
• Experience reading and interpreting individual, trust, and small-business tax returns (Forms 1040, 1041, 1065, 1120‑S, etc.).
• Demonstrated ability to translate complex tax and planning topics into clear, actionable guidance for advisors and clients.
• Familiarity with financial planning software and tax modeling tools (e.g., eMoney, MoneyGuide, RightCapital, Holistiplan, or similar) is preferred.

Bonus Points 

• Experience managing a small team of professionals
• Experience working with a technology-first company

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!

The Role 

We’re looking for a highly experienced Senior Product Designer to build Farther’s design system from the ground up and own it long-term. This foundational role will define how our entire product organization works—creating the infrastructure that enables consistent, high-quality experiences at speed.

You will be responsible for the full lifecycle of the design system: auditing assets, creating a scalable component library, defining patterns, and layouts, documenting usage, and driving adoption across design and engineering. This is deep, hands-on, expert-level work that requires strategic thinking, systems-level vision, and the ability to execute down to the smallest detail.

Your Impact 

Design Systems Ownership

• Audit existing design assets and build a scalable, accessible component library in Figma
• Create reusable components, design tokens, and detailed usage documentation
• Own prioritization, roadmapping, and stakeholder communication for the design system
• Define governance processes for adoption, enhancements, and deprecations
• Collaborate closely with engineering to ensure design-to-code fidelity and proper implementation
• Establish education and onboarding processes that drive real adoption across the team

Supporting Design Team Work

• Provide guidance and support to designers across advisor tools, client platforms, and mobile, ensuring design system principles are applied consistently
• Partner with PMs and engineering teams as needed to clarify component usage, patterns, and best practices during feature implementation
• Apply systems thinking to help maintain consistency, accessibility, and quality across all product experiences
• Collaborate with other designers to support seamless cross-platform experiences, leveraging the design system as the single source of truth

The Ideal Match 

• 5+ years of product design experience, including 3+ years leading design systems
• Expert in Figma, capable of building scalable component architectures 
• Deep understanding of design-to-code implementation and cross-platform consistency
• Both strategic and executional—able to set vision, define governance, and execute detailed components
• Self-directed, highly organized, and skilled at prioritization and stakeholder management
• Excited by the challenge of building and maintaining a permanent, enterprise-grade design system
• Excellent documentation, communication, and collaboration skills

Bonus Points 

• Experience in fintech or regulated industries
• Familiarity with Storybook or similar tools
• Background in mobile design systems (iOS/Android)
• Interest in AI tools and design automation
• Experience mentoring designers or leading adoption initiatives

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
• An amazing collaborative atmosphere between product, design, and engineering to solve hard problems together

Ready to disrupt wealth management? Let's talk!

The Role

As an AVP, Wealth Advisor on the Focus Team, you will be a producing advisor building your own book of business from the ground up, with a clear path to owning the practice you build.

The Focus Team exists to be the premier pathway to building your own thriving financial advisory practice. We provide the infrastructure, specialized knowledge, and market access that would take years to develop on your own—so you can focus on what matters: serving clients and growing your business.

You'll join a collaborative team with advisors at all levels—from those building their first book to senior advisors approaching partnership. Leadership is accessible, knowledge is shared freely, and everyone is invested in each other's success. We believe the sum is greater than its parts, and that belief shapes everything we do.

The Focus Team Difference

Joining the Focus Team isn't just joining Farther—it's joining a team within Farther that provides:

• Unmatched Market Access: We conduct events inside major Fortune 500 companies nationwide. When prospects see you presenting in their own building, credibility is instant. This access took years to build. You get it on day one.
• Specialized Knowledge Training: We don't just teach you how to sell. We teach you the internal language, benefits structures, and culture of our target companies so deeply that prospects recognize you as an insider. This is the edge that sets our advisors apart.
• Dedicated Support Infrastructure: Support from a dedicated team for service, marketing support, and tools—resources the team invests in that you'd never have access to on your own.
• Accessible, Collaborative Culture: Leadership is hands-on and approachable. The team lead does the same work he asks anyone else to do. Ideas flow freely across all levels, and senior advisors actively mentor those coming up behind them.

Your Impact

• Build Your Client Base: Leverage the Focus Team's established market access and coordinated events to connect with high-net-worth prospects. We run events inside major corporations—going where most advisors can't—giving you direct access to qualified prospects in environments where trust is already established.
• Deliver Exceptional Advisory Services: Conduct comprehensive discovery sessions that uncover clients' true financial objectives. Present customized wealth management solutions using Farther's technology platform to deliver a client experience that traditional advisories simply can't match.
• Leverage Specialized Knowledge: Tap into deep institutional knowledge of our target markets. We train advisors on internal company terminology, benefits programs, and culture so thoroughly that prospects often assume you work alongside them. This isn't generic sales training—it's the kind of insider knowledge that builds instant credibility.
• Grow With The Team: Participate in the Leadership Development Program as you progress, mentor future advisors, and contribute to expanding into new markets. Your success creates opportunities for others, and their success amplifies yours.

The Ideal Match 

• 2+ years of proven success in financial services sales, with specific experience advising stock market investors
• Current Investment Adviser Representative designation, Series 65
• Demonstrated history of exceeding client acquisition targets
• Exceptional relationship-building abilities and consultative selling approach
• Comprehensive understanding of investment vehicles, strategies, and market dynamics
• Outstanding verbal and written communication skills with the ability to explain complex concepts clearly
• Advanced proficiency with modern CRM systems and financial planning software

Bonus Points

• MBA, CFP®, or other prestigious financial certifications
• Established and transferable book of business
• Proven track record working with high-net-worth individuals ($1M+ investable assets)
• Experience in fintech or digital-first wealth management environments
• Data-driven approach to prospecting and client relationship management

Why Join Us

• Benefits: Comprehensive medical benefits (health & dental, vision) & retirement benefits 401(k) matching & Mega Backdoor Roth, unlimited PTO, growth opportunities at a fast-scaling fintech, veteran industry experts to learn from
• Transitions Made Simple: We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most.
• Compensation: Competitive base salary plus uncapped commission structure,  plus the opportunity to grow your book 3X faster with better client solutions and virtually zero operations and admin work.
• Location Flexibility: Work where you work best. We're built for both remote and hybrid collaboration across major hubs and anywhere in between.

Ready to disrupt wealth management? Let's talk!

The Role

We're looking for a Staff Product Designer specializing in investment products, responsible for shaping end-to-end experiences for Wealth Advisors and client-facing tools. This role translates complex financial systems into clear, intuitive, and high-performance user experiences.

You'll thrive in ambiguity, work at high velocity, and drive problems from discovery through polished execution — collaborating closely with Product, Engineering, and Research to define solutions, rapidly prototype and validate ideas, and shape product direction. Strong expertise in investment workflows, data-heavy interfaces, and design systems is essential, along with a passion for AI-enabled workflows and design-to-code efficiency.

Your Impact

• Drive end-to-end product design across discovery, definition, prototyping, validation, and final execution with high velocity and exceptional craft
• Shape design direction for complex investment workflows — portfolios, order execution, asset allocation, performance, and risk — translating them into clear, actionable user experiences
• Partner closely with Product and Engineering to define strategy, surface constraints, and drive high-impact investment product decisions
• Design and validate solutions through rapid prototyping, experimentation, and structured user feedback loops
• Create high-fidelity designs, interactive prototypes, and decision-driving artifacts that directly influence product direction
• Transform dense financial and market data into clear, usable visualizations, dashboards, and decision-support tools
• Contribute to and evolve a scalable design system that supports speed, consistency, and product complexity
• Leverage AI, automation, and modern design tooling to accelerate exploration, iteration, and production readiness
• Elevate design quality and thinking across the organization through critique, feedback, and informal mentorship
• Act as a strategic thought partner to Product and Engineering — helping shape roadmap priorities within the investment domain
• Clearly articulate design rationale grounded in user behavior, financial logic, and business outcomes

The Ideal Match

• 8+ years of product design experience with deep expertise in complex, data-rich digital products
• Proven track record designing investment, trading, wealth management, or financial analytics platforms — institutional or retail
• Strong understanding of investment concepts including market data and pricing mechanics, order types and execution flows, portfolio construction and asset allocation, and performance, risk, and return analytics
• Expert-level proficiency in Figma (components, auto layout, variants, prototyping) and experience evolving design systems at scale
• Strong systems thinker who can operate across multi-step workflows and interconnected product surfaces
• Comfortable operating in ambiguity and rapidly translating loosely defined problems into structured, testable solutions
• High-agency collaborator who thrives in fast-paced startup environments and can independently drive work from concept to execution
• Strong communication skills with the ability to tailor narratives across users, engineers, and executive stakeholders

Bonus Points

• Familiarity with AI-assisted design workflows, no-code tools, and design-to-code pipelines
• Experience mentoring or informally leading other designers in high-growth environments
• Experience working with real-time market data, trading infrastructure, or institutional investment systems
• Background in designing for quantitative or analytical user personas — traders, portfolio managers, or RIAs

Why Join Us

• Learn & grow through book clubs, seminars, and peer learning sessions
• 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
• An amazing collaborative atmosphere between product, design, and engineering to solve hard problems together

Ready to disrupt wealth management? Let's talk!

The Role

Farther Finance seeks an exceptional Director of Marketing Strategy and Operations to serve as Chief of Staff to the firm's marketing lead. This role is designed for a rare operator — one who combines the judgment of a general manager, the discipline of a strategist, and the analytical rigor to ensure marketing is unequivocally tied to business outcomes.

As a force multiplier at the center of Farther's growth engine, this person will extend the marketing lead's bandwidth across integrated planning, go-to-market execution, performance analytics, board communications, and cross-functional alignment. Initially acting as a Swiss Army knife across strategic and operational priorities, this person will ultimately own the full suite of marketing operations, running weekly and monthly analysis, integrated planning, budgets and forecasts, and year-over-year marketing plan development.

This role operates on the hybrid schedule across Farther's New York City and Connecticut offices.

Your Impact

• Serve as the strategic and operational extension of the marketing lead — institutionalizing best-in-class marketing processes across planning, execution, and measurement
• Own all weekly and monthly performance analysis, dashboards, and reporting that connect marketing spend to pipeline, client acquisition, retention, and lifetime value
• Lead integrated planning across all marketing disciplines, ensuring messaging, sequencing, and execution are consistent and audience-aligned across all channels and touchpoints
• Drive go-to-market trafficking and launch coordination across channels and functions, partnering cross-functionally with sales, product, finance, data, and CX teams
• Own the development of board presentations, executive updates, and strategic marketing communications, distilling complex data into clear, compelling narratives
• Manage budgets, forecasts, actuals, and year-over-year planning to ensure disciplined resource allocation and measurable return on marketing investment
• Serve as connective tissue across the frontline commercial organization, helping marketing, sales, product, and advisor teams script, sell, and service to the right audiences

The Ideal Match

• 8+ years of experience in marketing operations, integrated marketing, growth strategy, or a Chief of Staff role supporting a CMO or Chief Commercial Officer
• Deep fluency in full-funnel performance metrics — including CAC, LTV, payback periods, contribution margin, funnel conversion, and attribution modeling
• Proven ability to build and scale marketing operating systems within high-growth, fast-moving environments
• Equally at home in quantitative analysis and qualitative storytelling – you can spot a declining trend and write a board slide about it, or spot an increasing trend and distill operational improvements to amplify it
• Exceptional communication skills with experience interfacing directly with executive leadership and cross-functional stakeholders
• High standards of excellence, strong attention to detail, and a collaborative, non-political approach — someone who functions as a diplomatic engine across commercial teams

Bonus Points

• Background in wealth management, fintech, or financial services
• Experience in mobile or digital marketing with deep knowledge of digital acquisition and lifecycle marketing mechanics
• Prior exposure to advisor and/or client lifecycle marketing, including prospect-to-lead-to-deal conversion optimization
• Strong aesthetic sensibility and brand judgment within premium or modern consumer categories

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!

The Role 

As a Senior Software Engineer at Farther, you'll solve real business problems across our entire stack. You'll understand business objectives, ideate solutions, and deliver end-to-end.

We're building an elite engineering team. We look for three things: deep technical expertise in your craft, high horsepower to rapidly context-switch across complex problems, and a track record of winning in multiple areas of your life.

We operate differently than most companies. Engineers have real autonomy and ownership over their work – you'll make technical decisions, own outcomes, and be measured by results, not process. You'll have the flexibility to work how you work best, with the trust and freedom to get things done the right way.

We're extremely bullish on AI as a force multiplier. We expect engineers to leverage AI tools throughout the development lifecycle – from ideation to implementation to testing. AI helps you ship faster, handle complexity better, and focus your energy on solving the hardest problems rather than writing boilerplate code.

Your Impact 

• Own and deliver features end-to-end, from understanding business requirements through production deployment
• Work across the full stack, building UIs, designing APIs, and architecting backend services
• Leverage AI tools to ship faster and multiply your effectiveness – use modern technology to accelerate every part of your workflow
• Jump into difficult problems with tenacity, whether production issues, complex debugging, or unfamiliar codebases
• Make autonomous technical decisions and own the outcomes – you have the freedom to choose the right approach
• Collaborate directly with product, design, and business stakeholders to solve user problems
• Contribute to architectural decisions and engineering best practices

The Ideal Match 

• 6+ years of software engineering experience working across the full stack
• Fluency with AI coding tools – you should already be using them to multiply your output and looking for ways to work smarter
• Self-directed and autonomous – you thrive with ownership, work independently on high-level guidance, and prefer results over rigid process
• Product-focused mindset – code exists to solve business problems, not for its own sake
• Outstanding communication – you explain complex concepts clearly and provide actionable updates
• Builder mentality – you ship working software and iterate, not write specs endlessly
• Tenacity to tackle difficult problems head-on
• Track record of winning in multiple areas of your life

Bonus Points 

• Experience building financial services, trading systems, or wealth management platforms
• Background in high-availability system design and real-time data processing
• Experience with event-driven architectures
• Knowledge of financial regulatory requirements and compliance

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
• An amazing collaborative atmosphere between product, design, and engineering to solve hard problems together

🚀 Want to learn more about building the future of wealth tech at Farther? Visit tech-life.farther.com to discover more about our engineering teams, tech stack, culture, interview process, and perks & benefits.

The Role

As an AI-Native Data Platform Engineer at Farther, you will design and own the canonical data foundations powering our financial AI systems. This role sits at the core of our platform — building the ontology, data contracts, and reconciliation frameworks that enable intelligent agents to operate safely and autonomously.

AI systems only perform as well as the structure beneath them. You will architect custodial data pipelines, canonical financial models, and AI-ready schemas that support embeddings, retrieval systems, and agent-driven workflows in a regulated wealth management environment.

We are building autonomous agents that reason over and act on platform state — and you will define the data layer that makes that possible.

Your Impact

• Design scalable ingestion pipelines across custodians (Schwab, Fidelity, Pershing, etc.) and internal financial systems
• Build and evolve canonical models for accounts, positions, transactions, balances, corporate actions, and household hierarchies
• Define financial data ontology and enforce strong data contracts across services
• Implement reconciliation frameworks and golden-source resolution across multi-vendor datasets
• Engineer AI-ready data layers optimized for embeddings, vector search, and RAG architectures
• Structure financial datasets to improve prompt reliability and LLM output consistency
• Architect closed-loop, agent-driven systems that monitor, reason over, and autonomously remediate data inconsistencies
• Implement observability, lineage, governance, and fine-grained access controls across regulated datasets

The Ideal Match

• 5+ years building production-grade data platforms
• Deep SQL expertise and strong Python for data engineering
• Experience designing canonical schemas and resolving vendor data inconsistencies
• Strong understanding of custodial financial data (positions, trades, balances, performance, corporate actions)
• Familiarity with embeddings, vector databases, and retrieval architectures
• Exposure to prompt engineering and structured context design for LLM systems
• Knowledge of MLOps fundamentals (versioning, monitoring, reproducibility)
• Comfortable with AWS data services (S3, Lambda, ECS, Glue, Redshift, OpenSearch) and event-driven orchestration
• Strong ownership mindset and systems-level thinking

Bonus Points

• Wealth management or capital markets background
• Experience integrating OpenAI or Anthropic APIs into production systems
• Experience designing retrieval schemas for AI agents
• Experience with authorization and policy platforms (e.g., OSO, Auth0)
• Experience implementing fine-grained access control for AI-driven systems
• Familiarity with GitHub-based CI/CD workflows and automation
• Experience with data governance, lineage, and compliance controls

Why Join Us

• Learn & grow through book clubs, seminars, and peer learning sessions
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO
• An amazing collaborative atmosphere between product, design, and engineering to solve hard problems together

Ready to disrupt wealth management? Let's talk!

The Role

Farther's trading team is building institutional-grade portfolio management and order management infrastructure — the kind that handles $100B+ in AUM across thousands of client accounts. We're looking for a Quant Portfolio Developer who can own the analytics layer: account performance, cost basis, risk modeling, and the quantitative foundation that makes sophisticated execution possible. You'll work closely with a small team of trading engineers and specialist contractors to build systems that didn't exist before.

Your Impact

• Build optimized Python analytics for portfolio measurement at scale — supporting multi-asset books across tens to hundreds of billions in AUM
• Own cost basis, holdings, and transaction data integrity — ingesting custodian data and calculating portfolio returns accurately
• Model portfolio risk across asset classes, including factor, duration, curve, spread, convexity, beta, and options risk exposures
• Support portfolio construction logic and multi-asset allocation workflows
• Contribute to execution algorithm development — including market impact measurement and VWAP-style execution analytics

The Ideal Match

• 3–10 years in portfolio performance, analytics, or construction
• Deep familiarity with the trade lifecycle: holdings, transactions, corporate actions, cost basis, and reconciliation
• Multi-asset class experience: equities, fixed income, munis, alternatives, and options
• Fixed income fundamentals: duration, key-rate duration, spread risk, carry/roll, and laddered or optimized bond construction
• Derivatives-aware portfolio construction: delta-based exposures, overlays, and options-related risk measures
• Strong Python — comfortable in Jupyter-centric research workflows for exploratory analysis, back-testing, and rapid prototyping

Bonus Points

• AWS experience
• Experience with PMS or OMS platforms (e.g., Black Diamond, Advent, Charles River)
• Background at a custodian (Schwab, Fidelity) or trading house — you've seen this problem from the other side
• Familiarity with Black-Litterman, shrinkage estimators, robust optimization, or Bayesian approaches to portfolio construction
• Familiarity with hierarchical risk parity, equal risk contribution, or other modern allocation frameworks

Why Join Us

• Ground-floor opportunity to build institutional trading infrastructure — from scratch, at real scale
• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Chart your own growth path as we scale
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO

Ready to disrupt wealth management? Let's talk!

The Role

E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. Operating on the Farther platform, E3 manages over 250+ households across the country. We're adding a Relationship Manager & Servicing Advisor to own a dedicated segment of that book. No business development, no prospecting — just great planning and client relationships. Full-time preferred, though we're open to a flexible or reduced schedule for the right person.

Your Impact

• Serve as primary point of contact for 100–125 affluent households — service requests, account updates, money movement, and day-to-day questions
• Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies
• Own the full client meeting cycle — prep, attendance, notes, and all follow-up
• Build relationships deep enough that clients come to you first
• Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review
• Maintain meticulous CRM records and workflows across Farther's platform and planning software
• Coordinate with Farther's centralized ops and investment teams for trade execution and compliance support
• Use AI tools and Farther's platform to work efficiently and scale service quality

The Ideal Match

• CFP® certification with 10+ years of financial planning experience
• Direct client-facing experience — you've owned relationships, not just supported them
• Strong planning knowledge across retirement, tax, estate, and equity compensation
• Proficiency with eMoney and/or RightCapital
• Active AI tool user — not just open to it, actually doing it
• Exceptional follow-through — nothing slips
• Clear communicator who builds genuine client trust
• Series 65 (or equivalent); clean U4

Bonus Points

• Background in a paraplanner, service advisor, or associate advisor role at an RIA
• HNW or UHNW client experience
• Familiarity with Farther's platform or similar modern wealth tech stacks
• Additional designations (ChFC, CLU, CDFA)
• Experience in team-based advisory models

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

The Role

E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. Operating on the Farther platform, E3 manages over 250+ households across the country. We're adding a Relationship Manager & Servicing Advisor to own a dedicated segment of that book. No business development, no prospecting — just great planning and client relationships. Full-time preferred, though we're open to a flexible or reduced schedule for the right person.

Your Impact

• Serve as primary point of contact for 100–125 affluent households — service requests, account updates, money movement, and day-to-day questions
• Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies
• Own the full client meeting cycle — prep, attendance, notes, and all follow-up
• Build relationships deep enough that clients come to you first
• Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review
• Maintain meticulous CRM records and workflows across Farther's platform and planning software
• Coordinate with Farther's centralized ops and investment teams for trade execution and compliance support
• Use AI tools and Farther's platform to work efficiently and scale service quality

The Ideal Match

• CFP® certification with 10+ years of financial planning experience
• Direct client-facing experience — you've owned relationships, not just supported them
• Strong planning knowledge across retirement, tax, estate, and equity compensation
• Proficiency with eMoney and/or RightCapital
• Active AI tool user — not just open to it, actually doing it
• Exceptional follow-through — nothing slips
• Clear communicator who builds genuine client trust
• Series 65 (or equivalent); clean U4

Bonus Points

• Background in a paraplanner, service advisor, or associate advisor role at an RIA
• HNW or UHNW client experience
• Familiarity with Farther's platform or similar modern wealth tech stacks
• Additional designations (ChFC, CLU, CDFA)
• Experience in team-based advisory models

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

The Role

E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. Operating on the Farther platform, E3 manages over 250+ households across the country. We're adding a Relationship Manager & Servicing Advisor to own a dedicated segment of that book. No business development, no prospecting — just great planning and client relationships. Full-time preferred, though we're open to a flexible or reduced schedule for the right person.

Your Impact

• Serve as primary point of contact for 100–125 affluent households — service requests, account updates, money movement, and day-to-day questions
• Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies
• Own the full client meeting cycle — prep, attendance, notes, and all follow-up
• Build relationships deep enough that clients come to you first
• Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review
• Maintain meticulous CRM records and workflows across Farther's platform and planning software
• Coordinate with Farther's centralized ops and investment teams for trade execution and compliance support
• Use AI tools and Farther's platform to work efficiently and scale service quality

The Ideal Match

• CFP® certification with 10+ years of financial planning experience
• Direct client-facing experience — you've owned relationships, not just supported them
• Strong planning knowledge across retirement, tax, estate, and equity compensation
• Proficiency with eMoney and/or RightCapital
• Active AI tool user — not just open to it, actually doing it
• Exceptional follow-through — nothing slips
• Clear communicator who builds genuine client trust
• Series 65 (or equivalent); clean U4

Bonus Points

• Background in a paraplanner, service advisor, or associate advisor role at an RIA
• HNW or UHNW client experience
• Familiarity with Farther's platform or similar modern wealth tech stacks
• Additional designations (ChFC, CLU, CDFA)
• Experience in team-based advisory models

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

The Role

As a Client Experience Associate, you are at the core of Farther’s client service and operations, delivering a flawless wealth management experience for advisors and clients. You’ll support that seamless experience by executing the financial operations required for onboarding, ongoing requests, and any complex needs. You will work closely with our product and engineering teams to continually push the boundaries of wealth management. As a member of Farther’s client experience team, this is an opportunity to have a huge impact not just on the company, but on the entire wealth industry.

Your Impact 

• Act as the key relationship manager for specific advisors and clients 
• Support advisors by performing and managing daily tasks for the business and existing clients 
• Help advisors execute operational follow-up action items for clients
• Act as a liaison with our custodians to process and confirm completion of requests (e.g., account opening, ACATs, transfers, account maintenance, etc.)
• Identify and escalate issues to the product team to guide our roadmap and improve the operations and client service function
• Establish and maintain positive and effective relationships with Farther advisors, custodians, and third-party vendors to ensure client satisfaction

The Ideal Match 

• Bachelor’s degree or equivalent experience
• At least 3+ years of previous work experience in a similar position within the financial services industry
• Strong interest in client service, relationship management, and operational support 
• Team player with a positive attitude and a strong work ethic
• Highly organized with exceptional attention to detail and strong communication skills 
• Comfortable working in a fast-paced environment and ability to handle multiple competing tasks

Bonus Points 

• Experience with and knowledge of standard operational aspects of wealth management client service (e.g., onboarding, ACATs, distributions) with custodians such as Charles Schwab, Fidelity, and Pershing
• Comprehensive knowledge of the financial industry 
• Passion for creating increased efficiencies within current operational processes for the business and servicing clients

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 options
• Unlimited PTO

Ready to disrupt wealth management? Let's talk!

The Role

Farther's Marketing team powers how over 300+  financial advisors connect with their clients — and HubSpot is the engine behind it all. We're looking for a Senior HubSpot Marketing Administrator to own the technical backbone of our advisor marketing programs: building sophisticated workflows, keeping our data clean, and making sure advisors can actually use what we build.

This is a hands-on execution role with real ownership. You'll work closely with advisor marketing associates to translate their needs into scalable HubSpot programs, while also driving data governance and platform strategy. If you love being the person who actually knows how the machine works — and makes it run better — this is your seat.

Your Impact

• Build, launch, and maintain email campaigns, nurture programs, workflows, and sequences that 200+ financial advisors can activate out of the box
• Own contact lifecycle stages, lead status, and deal properties that power advisor marketing funnels and attribution reporting
• Drive data hygiene across marketing-critical properties and lists — deduplication, lifecycle stage audits, field cleanup
• Manage HubSpot Content Hub: organize reusable templates, modules, and content assets so advisor marketing associates can deploy quickly
• Use Breeze and related tooling to streamline content creation, approvals, and publishing wired into campaign reporting
• Document processes, playbooks, and how-we-do-it-in-HubSpot guides for internal use
• Partner with the existing HubSpot admin to divide execution work, review builds, and ensure consistency across all assets

The Ideal Match

• 4–6+ years of hands-on HubSpot Marketing Hub experience — complex workflows, segmentation, nurture programs, and reporting
• Deep understanding of contact lifecycle stages, lead status, deal stages, and how they feed funnel and attribution views
• Experience with HubSpot Content Hub supporting multiple stakeholders across a distributed team
• Strong data hygiene instincts: you test before you launch and you audit before something breaks
• Clear communicator who can push for standards, ask the right questions, and document decisions — not just patch problems
• Ability to work East Coast hours

Bonus Points

• HubSpot certifications in Marketing Software, Content Hub, and/or Reporting/RevOps
• Experience in financial services, RIA, or other regulated industries
• Familiarity with Breeze or similar workflow/content collaboration tools
• Prior experience in an advisor-facing or B2B environment where users rely on marketing to run campaigns on their behalf

Why Join Us

• 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
• Ready to disrupt wealth management? Let's talk!

Ready to disrupt wealth management? Let's talk!

The Role

Farther runs HubSpot as its central CRM and advisor enablement platform — and it's got to work for 300+ financial advisors every single day. We're looking for a Senior HubSpot Administrator to own the platform from the inside out: governance, access, data integrity, automation, and cross-functional enablement.

This role sits at the intersection of people technology, advisor operations, and marketing — and requires someone who can manage the system centrally while supporting a distributed set of stakeholders across teams. You'll work closely with Marketing, Advisor Experience, and People Technology to make sure HubSpot is set up right, stays that way, and actually drives outcomes.

Your Impact

• Administer HubSpot at the platform level — user provisioning, permissions, seat management, integrations, and system health
• Own data governance: lifecycle stages, lead status, contact properties, naming conventions, and folder structures across all teams
• Build and maintain automations, workflows, and sequences that support advisor onboarding, engagement, and operations
• Manage HubSpot integrations (including Rippling) to ensure clean data sync across people systems and advisor records
• Serve as the escalation point for HubSpot issues across Marketing, Advisor Experience, and Operations — triage, resolve, and document
• Partner cross-functionally to translate business needs into scalable HubSpot configurations without creating technical debt
• Establish and maintain platform documentation, playbooks, and internal training resources for advisors and internal teams

The Ideal Match

• 4–6+ years of HubSpot administration experience at the platform level — not just marketing execution, but actual system ownership
• Experience managing HubSpot in a multi-team, multi-stakeholder environment with competing priorities
• Strong grasp of HubSpot's data model: contact/company/deal object relationships, lifecycle stages, and integration behaviors
• Comfort managing integrations and troubleshooting sync issues (Rippling, Salesforce, or similar HRIS/CRM integrations a plus)
• Detail-oriented with solid documentation habits — you write the guide so the next person doesn't have to ask twice
• Calm under pressure; able to triage a live issue while also managing a backlog of improvement projects

Bonus Points

• HubSpot certifications (Marketing Software, Operations Hub, CRM Implementation)
• Experience in financial services, RIA, or wealth management environments
• Familiarity with Rippling or other HRIS platforms and their HubSpot integration patterns
• Prior experience supporting advisor-facing or client-facing platforms

Why Join Us

• 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
• Ready to disrupt wealth management? Let's talk!

Ready to disrupt wealth management? Let's talk!

The Role

Farther's asset management team (FAM) manages a growing suite of systematic investment strategies — and we're expanding into options-based overlays. We're looking for a quantitatively-minded Investment Associate who can help design, research, and build out this capability from the ground up.

This isn't a seat where you'll be handed a mandate and left to trade. You'll work closely with experienced PMs across equity and fixed income to apply derivatives-based overlays across those strategies — covered calls, collars, protective puts — and use Python to research and systematize everything you build. Over time, you'll be a key voice in translating that work into a scalable platform alongside our product and engineering teams.

Your Impact

• Research, prototype, and back test options overlay strategies in Python — covered calls, cash-secured puts, collars, and protective overlays — with realistic assumptions for transaction costs, liquidity, and taxes across SMA accounts
• Support PMs across equity and fixed income verticals by designing and applying derivatives-based overlays suited to each asset class
• Monitor portfolio-level Greeks, exposures, and risk/return outcomes across many smaller accounts within rules-based risk parameters
• Build and maintain research code, data pipelines, and analytics supporting systematic strategy design — signal construction, parameter sweeps, scenario and regime analysis
• Translate research into clear, rules-based strategy specifications and playbooks that can be implemented consistently at scale
• Evaluate new overlay ideas (income generation, hedging, outcome-oriented strategies) and communicate trade-offs clearly to internal stakeholders
• Partner with product managers and engineers to convert manual workflows and research into scalable platform capabilities — strategy engines, trade generation, risk dashboards, monitoring tools
• Support daily P&L, risk, and performance monitoring — including exception handling for unusual portfolio events

The Ideal Match

• 10+ years of experience in quantitative research, investment analytics, systematic strategies, or a closely related role at a buy-side firm, asset manager, fintech, or financial services company
• Solid Python skills for research and analytics — data pulls, optimization, back testing, risk metrics, and clean, maintainable codebases
• Strong mathematical foundation: operations research, statistics, or quantitative finance background
• Experience working with SMAs or systematic investment strategies at scale — understanding of multi-account implementation, portfolio construction, and associated operational complexity
• Comfortable collaborating with technical product and engineering teams and thinking in terms of systems and workflows
• Curious, self-directed, and comfortable operating in lean environments — you figure things out and don't wait to be told what to do
• Clear communicator who can explain quantitative concepts to non-technical stakeholders (advisors, product, operations, leadership)

Bonus Points

• Familiarity with options, Greeks, volatility surfaces, or derivatives-based strategies — even if not from a live trading context
• Experience specifically with fixed income or equity SMAs — multi-account implementation, tax-aware trading, lot-level considerations
• Prior exposure to portfolio management, risk, or trading platforms (OEMS, risk systems, SMA overlay engines)
• Experience at a fintech or RIA where technology and investment management intersect
• Familiarity with custodian or brokerage platforms used by advisors (e.g., Schwab, Fidelity)

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!

The Role

In this role, you will be working directly with Southern Capital, a team operating under the Farther umbrella. You'll support Southern Capital’s day-to-day operations and client experience while benefiting from Farther's resources, technology platform, and professional growth opportunities. This position offers a unique opportunity to work within an established wealth management practice while being part of an innovative, growing organization.

Southern Capital specializes in providing concierge-level wealth management to high-net-worth families, executives, and business owners. To support our rapid growth and allow our lead advisor to prioritize client strategy, we are seeking a Client Service & Administrative Assistant to manage the critical operational details of our practice.

Operating as the team’s operational backbone from our Vero Beach office, you will be responsible for schedule management, meeting preparation, and seamless coordination with Farther’s CX team. This full-time, in-office position requires a high degree of professionalism to thrive in our client-facing environment. Additionally, this role offers significant career potential with a path for advancement into operations leadership, client service management, or a future advisor role.

Your Impact

• Manage advisor calendars and own all scheduling and logistics for client meetings
• Prep meeting briefs, materials, and agendas so the advisory team walks in ready
• Send client follow-up emails and keep internal task tracking on point
• Serve as the bridge between the Southern Capital advisory team and Farther's CX team
• Maintain accurate client records in CRM systems and support onboarding workflows
• Keep the office running — communications, supplies, and general coordination

The Ideal Match

• 3-5+ years in an administrative, client service, or operations role (financial services a plus)
• Highly organized with strong attention to detail — you notice what others miss
• Comfortable working directly with high-net-worth clients and executives
• Proficient in Google Workspace or Microsoft Office; CRM experience preferred (HubSpot a plus)
• Professional, polished, and able to represent the firm in a client-facing environment

Bonus Points

• Experience in wealth management, financial planning, or a related financial services environment
• Familiarity with Slack, Zoom, or similar team communication and collaboration tools
• Background supporting a growing team in a fast-paced, entrepreneurial setting

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!

Ready to disrupt wealth management? Let's talk!

The Role

Farther is building insurance the right way — fully integrated, advisor-driven, and built for the complexity of high-net-worth and ultra-high-net-worth clients. The Head of Insurance will own the strategy and execution of Farther's national insurance offering, leading the buildout of a centralized desk that gives advisors the product access, case design support, and tech-enabled processes they need to deliver real client value.

We're looking for a seasoned insurance leader who knows how to operate at the intersection of protection planning, advisory services, and technology — someone who can shape the vision, earn advisor trust, and build a business line that lasts.

Your Impact

• Build and lead Farther's national insurance desk — designing the model, standing it up, and scaling it to support hundreds of advisors across the country
• Own the product shelf: curate a preferred lineup of insurance products (IUL, LTC, VUL, annuities, disability) that actually fit our UHNW and HNW client base
• Negotiate and manage relationships with carriers, BGAs, and technology vendors
• Integrate insurance into Farther's broader planning ecosystem — making protection a core part of our estate planning, tax strategy, and comprehensive wealth management offering
• Build and run advisor training and enablement programs so advisors can confidently incorporate insurance into client conversations
• Own the P&L: manage revenue sharing, overrides, and profitability targets for the FIG business unit
• Drive adoption of insurance tech platforms that improve the end-to-end advisor and client experience
• Establish compliance and governance frameworks in partnership with Legal and Operations
• Set up reporting infrastructure — KPIs, dashboards, and analytics tracking adoption, production, and client impact
• Eventually hire and build a team of licensed specialists, case designers, and ops staff to scale the platform

The Ideal Match

• 10+ years in insurance leadership within a national RIA, broker-dealer, or large financial institution
• Deep product expertise across life, annuities, LTC, and disability — and how they integrate with holistic financial planning
• Proven experience building an insurance org or desk from the ground up, not just managing one that already exists
• Active Life & Health license; familiarity with compliance and regulatory requirements in an RIA/BD context
• Track record of getting advisors engaged — you've built training programs, driven adoption, and made insurance a part of advisor workflows

Bonus Point

• Experience at the intersection of broker-dealer and RIA structures
• FINRA Series 6, 7, or 65/66
• Advanced credentials (CLU®, ChFC®, CFP®, MBA)
• Hands-on experience with insurance tech platforms (iPipeline, Annuity Rate Watch, digital underwriting tools)

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!

The Role

Farther is building insurance the right way — fully integrated, advisor-driven, and built for the complexity of high-net-worth and ultra-high-net-worth clients. The Head of Insurance will own the strategy and execution of Farther's national insurance offering, leading the buildout of a centralized desk that gives advisors the product access, case design support, and tech-enabled processes they need to deliver real client value.

We're looking for a seasoned insurance leader who knows how to operate at the intersection of protection planning, advisory services, and technology — someone who can shape the vision, earn advisor trust, and build a business line that lasts.

Your Impact

• Build and lead Farther's national insurance desk — designing the model, standing it up, and scaling it to support hundreds of advisors across the country
• Own the product shelf: curate a preferred lineup of insurance products (IUL, LTC, VUL, annuities, disability) that actually fit our UHNW and HNW client base
• Negotiate and manage relationships with carriers, BGAs, and technology vendors
• Integrate insurance into Farther's broader planning ecosystem — making protection a core part of our estate planning, tax strategy, and comprehensive wealth management offering
• Build and run advisor training and enablement programs so advisors can confidently incorporate insurance into client conversations
• Own the P&L: manage revenue sharing, overrides, and profitability targets for the FIG business unit
• Drive adoption of insurance tech platforms that improve the end-to-end advisor and client experience
• Establish compliance and governance frameworks in partnership with Legal and Operations
• Set up reporting infrastructure — KPIs, dashboards, and analytics tracking adoption, production, and client impact
• Eventually hire and build a team of licensed specialists, case designers, and ops staff to scale the platform

The Ideal Match

• 10+ years in insurance leadership within a national RIA, broker-dealer, or large financial institution
• Deep product expertise across life, annuities, LTC, and disability — and how they integrate with holistic financial planning
• Proven experience building an insurance org or desk from the ground up, not just managing one that already exists
• Active Life & Health license; familiarity with compliance and regulatory requirements in an RIA/BD context
• Track record of getting advisors engaged — you've built training programs, driven adoption, and made insurance a part of advisor workflows

Bonus Point

• Experience at the intersection of broker-dealer and RIA structures
• FINRA Series 6, 7, or 65/66
• Advanced credentials (CLU®, ChFC®, CFP®, MBA)
• Hands-on experience with insurance tech platforms (iPipeline, Annuity Rate Watch, digital underwriting tools)

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!

The Role

Farther is building insurance the right way — fully integrated, advisor-driven, and built for the complexity of high-net-worth and ultra-high-net-worth clients. The Head of Insurance will own the strategy and execution of Farther's national insurance offering, leading the buildout of a centralized desk that gives advisors the product access, case design support, and tech-enabled processes they need to deliver real client value.

We're looking for a seasoned insurance leader who knows how to operate at the intersection of protection planning, advisory services, and technology — someone who can shape the vision, earn advisor trust, and build a business line that lasts.

Your Impact

• Build and lead Farther's national insurance desk — designing the model, standing it up, and scaling it to support hundreds of advisors across the country
• Own the product shelf: curate a preferred lineup of insurance products (IUL, LTC, VUL, annuities, disability) that actually fit our UHNW and HNW client base
• Negotiate and manage relationships with carriers, BGAs, and technology vendors
• Integrate insurance into Farther's broader planning ecosystem — making protection a core part of our estate planning, tax strategy, and comprehensive wealth management offering
• Build and run advisor training and enablement programs so advisors can confidently incorporate insurance into client conversations
• Own the P&L: manage revenue sharing, overrides, and profitability targets for the FIG business unit
• Drive adoption of insurance tech platforms that improve the end-to-end advisor and client experience
• Establish compliance and governance frameworks in partnership with Legal and Operations
• Set up reporting infrastructure — KPIs, dashboards, and analytics tracking adoption, production, and client impact
• Eventually hire and build a team of licensed specialists, case designers, and ops staff to scale the platform

The Ideal Match

• 10+ years in insurance leadership within a national RIA, broker-dealer, or large financial institution
• Deep product expertise across life, annuities, LTC, and disability — and how they integrate with holistic financial planning
• Proven experience building an insurance org or desk from the ground up, not just managing one that already exists
• Active Life & Health license; familiarity with compliance and regulatory requirements in an RIA/BD context
• Track record of getting advisors engaged — you've built training programs, driven adoption, and made insurance a part of advisor workflows

Bonus Point

• Experience at the intersection of broker-dealer and RIA structures
• FINRA Series 6, 7, or 65/66
• Advanced credentials (CLU®, ChFC®, CFP®, MBA)
• Hands-on experience with insurance tech platforms (iPipeline, Annuity Rate Watch, digital underwriting tools)

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!

The Role

You've built a book. Now you want to grow it. Farther gives experienced advisors a modern platform and genuine support structure to scale what they've already built — serving the clients and categories that suit them best, whether that's professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above.

With more than 37 years of experience spanning 401(k)s, ultra-high-net-worth clients, nonprofits, estate planning, and executive compensation, you'll work directly with a managing director who brings genuine depth across virtually every client category — and a track record of helping advisors move up market. If you're looking for a team where leadership is accessible, mentorship is real, and your growth is a shared priority, this is the right fit.

We grow together. You keep your clients. Your success contributes to the team, and the team's resources accelerate what you do.

Your Impact

• Manage and grow a book of business by delivering comprehensive wealth management services across investments, retirement planning, estate planning, insurance, and tax strategy.
• Transition existing client relationships onto Farther's platform, ensuring a seamless experience for clients throughout the onboarding process.
• Prospect for new clients through referrals, community engagement, professional networks, and direct outreach — maintaining a consistent pipeline of qualified opportunities.
• Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.
• Leverage Farther's technology, planning tools, and support infrastructure to deliver a high-quality, personalized client experience.
• Collaborate with team members on complex client situations, contribute institutional knowledge, and support the development of junior advisors over time.

The Ideal Match

• Minimum $10–15M AUM book of business with transferable client relationships.
• Series 65 or 66 license required.
• Demonstrated track record of proactive business development and consistent client prospecting.
• History of strong client retention and organic book growth.
• Breadth of experience across multiple client types and planning disciplines.
• Collaborative working style with a long-term orientation toward practice ownership.

Bonus Points

• CFP, CFA, ChFC, AIF, or other advanced designations
• Experience with nonprofits, 401(k)s, executive comp, or small business owners
• Background mentoring or developing junior advisors
• 30M+ AUM book looking for a more flexible, modern platform

Why Join Us 

• Benefits: Comprehensive medical benefits (health & dental, vision) & retirement benefits (401(k) matching & Roth IRA options), unlimited PTO, growth opportunities at a fast-scaling fintech, veteran industry experts to learn from
• Transitions Made Simple: We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most.
• Compensation: Top-tier industry payouts, plus the opportunity to grow your book 3X faster with better client solutions and virtually zero ops and admin work.
• Location Flexibility: Work where you work best. We're built for both remote and hybrid collaboration across major hubs and anywhere in between.

Ready to disrupt wealth management? Let's talk!

The Role

Farther is seeking a Senior Trading Associate to support and scale the firm's trading operations across multiple platforms and custodial environments. This role sits at the center of our investment operations function and is responsible for ensuring the accurate, compliant, and efficient execution of client investment strategies.

The Senior Trading Associate will oversee the full trade lifecycle — from order intake through execution, allocation, reconciliation, and settlement — while maintaining strict adherence to regulatory, custodial, and operational controls. You'll partner closely with financial advisors, portfolio management, compliance, and custodial partners to ensure seamless execution across multiple custodians and platforms, while also helping to scale trading infrastructure and identify opportunities for automation and system improvement.

Your Impact

• Execute and manage trades across RIA advisory accounts and advisory platforms, ensuring accurate order entry, allocation, and settlement.
• Oversee the end-to-end trade lifecycle, including order management, trade confirmation, allocation, and post-trade reconciliation across equities, ETFs, mutual funds, and fixed income.
• Monitor trading activity to identify exceptions, discrepancies, or settlement breaks, and lead investigations through resolution.
• Partner with Compliance and Operations leadership to ensure adherence to FINRA, SEC, and firm trading policies.
• Support trade execution for advisors during large asset transitions, portfolio restructures, and client-driven trade activity, including portfolio rebalancing and model implementation.
• Identify opportunities to streamline trading workflows and reduce manual operational risk; partner with technology and operations teams to enhance trading systems and automation capabilities.
• Contribute to the design and documentation of scalable trading procedures and operational playbooks as the firm grows.

The Ideal Match

• Bachelor's degree in Finance, Economics, Business, or a related field.
• 4+ years of experience in trading operations, investment operations, or trade execution within wealth management, asset management, or broker-dealer environments.
• Strong understanding of trade execution workflows, order management systems, settlement and reconciliation processes, and portfolio rebalancing mechanics.
• Experience with custodial trading platforms (Schwab, Fidelity, Pershing, Apex, etc.) and advanced proficiency in Excel and data analysis.
• Demonstrated ability to operate in high-volume trading environments with exceptional accuracy, a risk-aware mindset, and comfort with technology-driven workflows.

Bonus Points

• Experience supporting both RIA trading environments and broker-dealer platforms.
• Active or interest in obtaining Series 7 and Series 63, 
• Background in fast-growth fintech or technology-enabled wealth firms.
• Exposure to trading automation, process improvement, or system implementations

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!

Ready to disrupt wealth management? Let's talk!

The Role

Farther is seeking a Senior Trading Associate to support and scale the firm's trading operations across multiple platforms and custodial environments. This role sits at the center of our investment operations function and is responsible for ensuring the accurate, compliant, and efficient execution of client investment strategies.

The Senior Trading Associate will oversee the full trade lifecycle — from order intake through execution, allocation, reconciliation, and settlement — while maintaining strict adherence to regulatory, custodial, and operational controls. You'll partner closely with financial advisors, portfolio management, compliance, and custodial partners to ensure seamless execution across multiple custodians and platforms, while also helping to scale trading infrastructure and identify opportunities for automation and system improvement.

Your Impact

• Execute and manage trades across RIA advisory accounts and advisory platforms, ensuring accurate order entry, allocation, and settlement.
• Oversee the end-to-end trade lifecycle, including order management, trade confirmation, allocation, and post-trade reconciliation across equities, ETFs, mutual funds, and fixed income.
• Monitor trading activity to identify exceptions, discrepancies, or settlement breaks, and lead investigations through resolution.
• Partner with Compliance and Operations leadership to ensure adherence to FINRA, SEC, and firm trading policies.
• Support trade execution for advisors during large asset transitions, portfolio restructures, and client-driven trade activity, including portfolio rebalancing and model implementation.
• Identify opportunities to streamline trading workflows and reduce manual operational risk; partner with technology and operations teams to enhance trading systems and automation capabilities.
• Contribute to the design and documentation of scalable trading procedures and operational playbooks as the firm grows.

The Ideal Match

• Bachelor's degree in Finance, Economics, Business, or a related field.
• 4+ years of experience in trading operations, investment operations, or trade execution within wealth management, asset management, or broker-dealer environments.
• Strong understanding of trade execution workflows, order management systems, settlement and reconciliation processes, and portfolio rebalancing mechanics.
• Experience with custodial trading platforms (Schwab, Fidelity, Pershing, Apex, etc.) and advanced proficiency in Excel and data analysis.
• Demonstrated ability to operate in high-volume trading environments with exceptional accuracy, a risk-aware mindset, and comfort with technology-driven workflows.

Bonus Points

• Experience supporting both RIA trading environments and broker-dealer platforms.
• Active or interest in obtaining Series 7 and Series 63, 
• Background in fast-growth fintech or technology-enabled wealth firms.
• Exposure to trading automation, process improvement, or system implementations

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!

Ready to disrupt wealth management? Let's talk!

The Role 

As a Senior Client Experience Associate, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients. You'll support that exceptional client experience by flawlessly executing the financial operations required for advisor onboarding, client onboarding, ongoing requests, and any complex needs. You will work closely with our Product and Engineering teams to continually push the boundaries of wealth management. As a member of Farther's client experience team, this is an opportunity to have a huge impact – not just on the company, but on the entire wealthtech industry.

Your Impact 

• Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels
• Assist clients with account opening, transfers, and other ongoing tasks – while also acting as a liaison with our custodians to confirm completion of requests 
• Monitor client accounts and proactively address issues as they arise
• Identify opportunities to improve the client experience function and work with the Product and Engineering teams and other team members to implement changes
• Establish and maintain positive and effective relationships with Farther’s advisors, custodians, and third-party vendors to ensure client satisfaction

The Ideal Match 

• Bachelor’s degree or equivalent work experience, with at least 6 of those years of previous work experience in a client-facing role within the financial services industry, and with a majority of that time spent working at an independent RIA
• Strong communication skills and the ability to build rapport with advisors and clients
• Experience with custodial and wealth management platforms and CRM systems
• Highly organized, with exceptional attention to detail 
• Team player, with a positive attitude and a strong work ethic
• Comfortable working in a fast-paced environment and the ability to prioritize multiple competing tasks

Bonus Points 

• Comprehensive knowledge of financial products, including separately managed accounts (SMAs), and alternative investments
• Passion for creating increased efficiencies within current operational processes for the business and servicing of clients

The Role

You've built a book. Now you want to grow it—with better technology, real support, and without the bureaucracy. The Focus Team exists to help experienced advisors scale their practices by providing infrastructure, market access, and collaborative resources that would take years to build independently.

This isn't about fitting into someone else's system. It's about plugging into a team that amplifies what you've already built while giving you access to new markets, coordinated events, and a support structure that actually works.

We run the Focus Team with accessible leadership and a collaborative culture. Your clients remain yours. Your success contributes to the team, and the team's resources accelerate your growth.

The Focus Team Difference

Joining the Focus Team isn't just joining Farther—it's joining a team within Farther that provides:

• Unmatched Market Access: We conduct events inside major corporations nationwide. When prospects see you presenting in their own building, credibility is instant. This access took years to build. You get it immediately.
• Specialized Knowledge Training: We teach you the internal language, benefits structures, and culture of our target companies so deeply that prospects assume you're one of them.
• Dedicated Support Infrastructure: A dedicated team for client service, marketing support from our team, and premium tools—resources that let you focus on clients instead of operations.
• Accessible, Collaborative Culture: Leadership is hands-on and approachable. The team lead does the same work he asks anyone else to do. Your input shapes team direction. Senior advisors mentor those coming up, and everyone's success lifts everyone else.

Your Impact

• Transition & Grow Your Book: Bring your existing client relationships onto Farther's modern platform—then leverage Focus Team resources to grow. Our coordinated events, market access, and marketing infrastructure open doors that would be impossible to access solo.
• Access New Markets: The Focus Team has established relationships inside major Fortune 500 companies nationwide. We run events inside these companies, giving you access to qualified high-net-worth prospects in environments where trust is pre-established.
• Leverage Specialized Knowledge: Tap into deep institutional knowledge of our target markets. Our training on internal company terminology, benefits structures, and culture is so thorough that prospects often assume you work alongside them.
• Contribute to Team Growth: Share your expertise with developing advisors. As you progress toward partnership, you'll help shape the team's direction and mentor the next generation—building something bigger than just your own book.

The Ideal Match 

• Existing book of business with established client relationships
• Series 65 or 66 license (required)
• Track record of client retention and organic growth
• Desire to grow beyond your current capacity with team resources
• Collaborative mindset—willing to share knowledge and support teammates
• Entrepreneurial drive toward eventual practice ownership

Bonus Points

• CFP, CFA, ChFC, or other advanced certifications
• Experience with corporate retirement plans, executive comp, or small business owners
• Existing relationships at large corporations
• Experience mentoring or training a junior advisor

Why Join Us

• Benefits: Comprehensive medical benefits (health & dental, vision) & retirement benefits 401(k) matching & Mega Backdoor Roth, unlimited PTO, growth opportunities at a fast-scaling fintech, veteran industry experts to learn from
• Transitions Made Simple: We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most.
• Compensation: Competitive base salary plus uncapped commission structure,  plus the opportunity to grow your book 3X faster with better client solutions and virtually zero operations and admin work.
• Location Flexibility: Work where you work best. We're built for both remote and hybrid collaboration across major hubs and anywhere in between.

Ready to disrupt wealth management? Let's talk!

The Role

As the Client Relationship Manager, you're the centralized point of contact for clients and a key partner to the financial advisor. You'll ensure that every aspect of the client experience—before, during, and after meetings—is organized, proactive, and seamless. This role keeps the advisor fully informed and prepared so they can focus on advice and planning, while you make sure clients feel known, cared for, and confident in the firm.

Your Impact

• Serve as the central relationship manager and primary contact for all client service requests on behalf of the financial advisor

• Manage day-to-day client care including answering phones, responding to emails, scheduling meetings, following up on action items, and tracking tasks to completion

• Coordinate all aspects of client onboarding including new account setup, transfers, and document collection

• Work directly with custodians and third-party providers to process account changes, money movements, and service requests with accuracy and timeliness

• Prepare the advisor for client meetings by gathering reports, statements, notes, and follow-up items, then ensure post-meeting tasks are completed

• Monitor client accounts and service activity, proactively identifying issues or opportunities and communicating them to the advisor

• Maintain up-to-date client records in CRM, internal portal, and custodial platforms, documenting interactions, next steps, and key client preferences

• Support ongoing client communication efforts such as check-in emails and event follow-ups so clients feel regularly engaged and supported

• Maintain confidentiality regarding all client-related information.

The Ideal Match

• Significant experience in a client-facing support role within financial services, preferably at an RIA or wealth management firm

• Strong relationship-building skills with the ability to build trust and rapport with clients while representing the advisor and the firm

• Highly organized and detail-oriented with the ability to juggle multiple client requests and deadlines without losing track

• Comfortable owning all aspects of client care—coordinating people, information, and tasks in a fast-paced environment

• Skilled with CRM and custodial platforms with the ability to learn new systems quickly and maintain clean, accurate data

• Positive, professional communication style and a strong sense of ownership over the client experience

• Excellent with confidentiality and discretion

• A structured and orderly approach to daily operations is essential, requiring a highly detail-oriented work style with excellent follow-through and fact-finding skills

Bonus Points

• CFP designation or background in financial planning, tax, or accounting

• Experience with portfolio management and rebalancing

• Interest in growing into a wealth advisor role over time

• Background working in a small town or retirement community environment

• Experience managing workflows between in-office and remote service teams

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—potential to elevate into an advisory role for the right candidate

• Full health benefits + 401(k) matching & Roth IRA options

• Unlimited PTO

Ready to disrupt wealth management? Let's talk!

The Role 

As a Client Transition Operations Associate, you'll play a vital role in executing Farther's advisor and client transition process. You'll support the seamless migration of clients by managing operational workflows and ensuring accurate execution of financial operations. This role offers the opportunity to develop expertise in wealth management operations while contributing to the growth of our platform.

Your Impact 

• Manage and execute the end-to-end client transition process, including processing and validating new account opening documentation, account transfers (ACATs and non-ACATs), and complex asset movements.
• Coordinate effectively with external partners such as custodians and third-party vendors to ensure seamless and timely completion of all transition activities.
• Monitor and maintain a detailed transition pipeline, proactively tracking progress, identifying potential roadblocks or risk situations, and reporting status updates to both internal stakeholders and clients.
• Serve as a primary point of contact for clients during the transition phase, providing exceptional service and ensuring all documentation requirements are clearly communicated and met.
• Apply strong problem-solving skills and a meticulous attention to detail to resolve documentation discrepancies, troubleshoot transfer issues, and reconcile custodian data, ensuring data integrity across all systems.
• Demonstrate a highly organized and results-oriented approach, with a proven ability to manage multiple competing client transitions and priorities simultaneously under tight deadlines.
• Contribute to a collaborative, team-oriented environment, consistently acting with a client-first mindset to ensure a smooth, positive, and professional experience for every new client.

The Ideal Match 

• Background in client service, particularly with advisor transitions or conversion management
• Highly organized with exceptional attention to detail and strong communication skills
• Knowledge of financial products including SMAs, 529s, and alternative investments
• Experience with and knowledge of standard operational aspects of wealth management client service with custodians such as Charles Schwab, Fidelity, and Pershing
• Team player with a positive attitude and a strong work ethic
• Comfortable working in a fast-paced environment and ability to handle multiple competing tasks

Bonus Points 

• Comprehensive knowledge of the financial industry
• Passion for creating increased efficiencies within current operational processes for the business and servicing clients
• Familiarity with Black Diamond

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!

The Role

We're looking for an experienced Wealth Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW) clients. You'll leverage Farther's elite tech stack to provide concierge-level advisory for our most complex client relationships.

This role is ideal for a seasoned advisor who excels at navigating complex wealth situations and wants to focus on delivering sophisticated planning strategies rather than business development. You'll partner closely with leadership and centralized teams to ensure seamless, white-glove service.

Your Impact

• Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance
• Advise on sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transfer
• Collaborate with the investment team on alternative investment opportunities including private equity, venture capital, and direct investments
• Coordinate concierge services including bill pay, private aviation, real estate management, and family governance support
• Regularly review client portfolios and recommend adjustments as circumstances and market conditions evolve
• Maintain accurate documentation and ensure adherence to all regulatory and fiduciary standards

The Ideal Match

• 7+ years in wealth management with demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment
• Deep expertise in complex wealth strategies including tax law, trust structures, estate planning, and alternative investments
• Exceptional ability to communicate sophisticated financial concepts to clients and family members of varying financial literacy
• Series 65 or equivalent registration with clean U4
• Tech-savvy mindset with comfort adopting modern wealth management platforms

Bonus Points

• Experience managing client relationships with $50M+ in AUM per household
• Background working with tech founders, executives, or entrepreneurial wealth
• Experience with family governance, next-generation education, or philanthropic strategy
• Track record of exceptional client retention and satisfaction
• CFP Certification or additional credentials (CFA, CPA, JD, ChFC) 

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!

Ready to disrupt wealth management? Let's talk!

The Role

We're looking for an experienced Wealth Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW) clients. You'll leverage Farther's elite tech stack to provide concierge-level advisory for our most complex client relationships.

This role is ideal for a seasoned advisor who excels at navigating complex wealth situations and wants to focus on delivering sophisticated planning strategies rather than business development. You'll partner closely with leadership and centralized teams to ensure seamless, white-glove service.

Your Impact

• Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance
• Advise on sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transfer
• Collaborate with the investment team on alternative investment opportunities including private equity, venture capital, and direct investments
• Coordinate concierge services including bill pay, private aviation, real estate management, and family governance support
• Regularly review client portfolios and recommend adjustments as circumstances and market conditions evolve
• Maintain accurate documentation and ensure adherence to all regulatory and fiduciary standards

The Ideal Match

• 7+ years in wealth management with demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment
• Deep expertise in complex wealth strategies including tax law, trust structures, estate planning, and alternative investments
• Exceptional ability to communicate sophisticated financial concepts to clients and family members of varying financial literacy
• Series 65 or equivalent registration with clean U4
• Tech-savvy mindset with comfort adopting modern wealth management platforms

Bonus Points

• Experience managing client relationships with $50M+ in AUM per household
• Background working with tech founders, executives, or entrepreneurial wealth
• Experience with family governance, next-generation education, or philanthropic strategy
• Track record of exceptional client retention and satisfaction
• CFP Certification or additional credentials (CFA, CPA, JD, ChFC) 

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!

Ready to disrupt wealth management? Let's talk!

The Role 

As a Staff Software Engineer at Farther, you'll be a technical leader who shapes how we build software. You'll drive architecture decisions, tackle our most complex challenges, and guide other engineers while remaining deeply hands-on.

We're building an elite engineering team. We look for three things: deep technical expertise in your craft, high horsepower to rapidly context-switch across complex problems, and a track record of winning in multiple areas of your life.

We give Staff engineers significant autonomy to drive technical strategy. You'll own major architectural decisions, establish engineering standards, and be accountable for technical outcomes. We trust you to make the right calls and measure success by the impact you create, not the process you follow.

We expect technical leaders to champion AI adoption. As a Staff engineer, you'll demonstrate how to leverage AI tools to accelerate development, improve code quality, and multiply team effectiveness. You'll help the organization work smarter and ship faster by showing teams how AI can transform their workflow.

Your Impact 

• Drive technical architecture decisions that shape the future of our platform
• Lead the design and implementation of large-scale systems spanning frontend and backend
• Establish engineering standards and best practices that scale across the organization
• Champion adoption of AI tools across engineering teams – demonstrate how to leverage AI to multiply effectiveness and accelerate delivery
• Tackle complex technical challenges in system design, scalability, reliability, and performance
• Operate with significant autonomy – own major technical decisions and be accountable for architectural outcomes
• Guide and mentor engineers through complex technical decisions
• Drive technical excellence through code reviews, architecture reviews, and documentation

The Ideal Match 

• 10+ years of software engineering experience with demonstrated ability to work across the full stack
• Fluency with AI coding tools and passion for leveraging them strategically – you're already multiplying your output and want to help others do the same
• Thrives with high autonomy and ownership – you want to drive technical strategy and own major architectural decisions without micromanagement
• Track record of making significant technical decisions that positively impact engineering organizations
• Outstanding communication – you explain complex concepts clearly and provide actionable updates
• Builder mentality – you ship working software and iterate, not write specs endlessly
• Tenacity to tackle difficult problems head-on
• Self-directed and autonomous – you work independently on high-level guidance
• Experience mentoring engineers and driving technical best practices
• Track record of winning in multiple areas of your life

Bonus Points 

• Experience building financial services, trading systems, or wealth management platforms
• Background in high-availability system design and real-time data processing
• Experience with event-driven architectures
• Knowledge of financial regulatory requirements and compliance

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
• An amazing collaborative atmosphere between product, design, and engineering to solve hard problems together

🚀 Want to learn more about building the future of wealth tech at Farther? Visit tech-life.farther.com to discover more about our engineering teams, tech stack, culture, interview process, and perks & benefits.

The Role 

As a Senior Mobile Engineer at Farther, you'll build exceptional mobile experiences that serve both our advisors and clients. Working with React Native, Expo, and TypeScript, you'll ship features that directly impact how wealth management works - from client onboarding to portfolio management to advisor tools.

You'll join our mobile engineering team working on core product features and roadmap delivery. We're hiring as part of an exciting initiative: we're creating a Forward Deployed Engineering team where our top engineers rotate to work directly with advisors on urgent challenges. As senior engineers rotate onto that team, you'll help maintain the momentum on critical mobile features. Once you've ramped up and gained context on our platform (typically 3-6 months), you may have the opportunity to rotate onto the Forward Deployed team yourself.

Your Impact 

• Build and ship mobile features across iOS and Android using React Native and TypeScript
• Create high-performance mobile interfaces for complex financial workflows
• Work closely with product managers, designers, and backend engineers to deliver complete experiences
• Contribute to mobile architecture decisions and establish patterns that scale
• Build reusable mobile components and improve our mobile infrastructure
• Mentor other engineers on mobile best practices and React Native development
• Participate in code reviews and drive technical excellence across the team
• Take ownership of significant mobile features from design through deployment
• Ensure mobile experiences meet the quality bar our advisors and clients expect
• Contribute to the development of our cutting-edge, agentic-based, software manufacturing pipeline.
• Future opportunity: Rotate onto the Forward Deployed team to work directly with advisors and solve time-sensitive mobile challenges

The Ideal Match 

• 6+ years of mobile development experience, with at least 3 years in React Native
• Strong proficiency in TypeScript/JavaScript and modern mobile development practices
• Experience with both iOS and Android platforms
• Deep understanding of mobile architecture, state management, and performance optimization
• Experience building complex, data-intensive mobile applications
• Product-focused mindset - excited about shipping features that solve real user problems
• Strong written and verbal communication skills
• Proven ability to work autonomously and drive projects from idea to completion
• Track record of delivering high-quality mobile experiences on schedule
• Experience mentoring other engineers
• Collaborative mindset and ability to work effectively with cross-functional teams
• Excited about contributing to a fast-growing fintech company

Bonus Points 

• Experience in fintech or financial services mobile applications
• Native iOS or Android development background
• Knowledge of mobile security best practices and compliance requirements
• Previous consulting or customer-facing technical roles
• Experience with financial data visualization in mobile contexts
• Background in rapid prototyping or startup environments
• Familiarity with offline-first mobile architectures
• Experience with mobile CI/CD and testing frameworks
• Interest in eventually rotating onto the Forward Deployed team

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
• An amazing collaborative atmosphere between product, design, and engineering to solve hard problems together

🚀 Want to learn more about building the future of wealth tech at Farther? Visit tech-life.farther.com to discover more about our engineering teams, tech stack, culture, interview process, and perks & benefits.

The Role

Our advisors and client experience teams are growing fast — and they need sharp, proactive operational support so everyone can stay focused on what matters most: clients. That's where you come in.

As an Advisor Support Coordinator, you'll sit within the CX team and provide dedicated administrative support — either to a specific advisor or to a CX pod depending on where the need is greatest. Either way, you're not just scheduling meetings and processing expenses. You're the person who keeps things running smoothly, anticipates what's needed before anyone has to ask, and helps the people around you show up at their best.

Your Impact

• Own calendar and scheduling support for an advisor or CX pod — coordinating client, prospect, and internal meetings with precision and follow-through
• Handle inbound phone support in a professional, receptionist-style capacity — routing calls, distributing voicemails, and screening unwanted outreach
• Manage expense reimbursements and mileage tracking via Ramp, plus coordinate travel logistics
• Prep and maintain weekly reports, CRM updates, and physical meeting materials so everything's accurate and ready when needed
• Coordinate client appreciation gifts, event logistics, and compliance tracking with our marketing and compliance teams
• Be the connective tissue between advisors, CX team members, and internal partners — communicating clearly, moving fast, and staying organized across it all

The Ideal Match

• 2+ years of administrative, executive assistant, or coordination experience
• You're a natural with calendars, scheduling tools (Calendly, Google Cal, etc.), and keeping multiple moving pieces organized
• Clear, professional communicator — you know how to engage with different audiences and adapt your tone accordingly
• Proactive by nature — you spot what's needed before being asked and take initiative to get ahead of it
• Comfortable in a fast-moving, scrappy environment where you'll need to figure things out and make them work

Bonus Points

• Experience supporting a financial advisor, wealth management team, or similar client-services environment
• Familiarity with CRM tools and expense management platforms like Ramp
• You've worked in a role where no two days looked the same — and you loved it

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!

Ready to disrupt wealth management? Let's talk!

The Role 

As a Senior Manager of Client Experience, you will lead a team responsible for delivering a world-class wealth management experience for Farther advisors and clients. You'll oversee the execution of financial operations required for advisor onboarding, client onboarding, ongoing requests, and any complex needs. You will collaborate closely with our Product and Engineering teams to continually push the boundaries of wealth management and develop your team members. As a people manager within Farther's client experience team, this is an opportunity to have a huge impact – not just on the company, but on the entire wealthtech industry.

Your Impact 

• Lead and develop a team of Client Experience Managers and Associates, providing coaching, mentorship, and performance management
• Establish service standards and operational procedures to ensure consistency and excellence across the client experience function
• Drive strategic initiatives to enhance client satisfaction and retention
• Oversee the resolution of complex client inquiries and escalated issues
• Partner with Product and Engineering teams to identify and implement process improvements and new client-facing solutions
• Build and maintain relationships with key stakeholders, including advisors, custodians, and third-party vendors
• Analyze client experience metrics and provide insights to senior leadership on trends and opportunities

The Ideal Match 

• Bachelor's degree with 7+ years of experience in client experience or operations within the financial services industry, including 3+ years of people management experience
• Strong leadership skills with a proven track record of developing high-performing teams
• Exceptional communication and relationship-building abilities
• Comprehensive understanding of wealth management operations and custodial platforms
• Experience implementing process improvements and operational efficiencies
• Strategic thinker with excellent problem-solving skills
• Ability to thrive in a fast-paced, high-growth environment

Bonus Points 

• Advanced knowledge of financial products, including separately managed accounts (SMAs) and alternative investments
• Experience working with high-net-worth clients
• Background in fintech or wealth management technology platforms
• Project management certification or experience

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

Your Impact

• Own and optimize the complete martech stack—from Google Analytics 4 and AppsFlyer for attribution to Braze for lifecycle marketing, plus all the connective tissue in between
• Manage the technical health of all website properties, including scaling advisor microsite experiences from 50 to 100+ by year-end
• Architect and maintain data flows and integrations between first-party data lakes and third-party martech tools, ensuring clean attribution and zero data leakage
• Design and execute A/B testing programs across web, email, and campaigns—building an experimentation culture that compounds marketing ROI
• Partner with product, growth, and engineering teams to ensure marketing technology is a competitive advantage, not a bottleneck
• Rapidly build and iterate marketing landing pages in concert with the growth team, build promotional microsites, and campaign-specific experiences that convert—fast
• Drive SEO and LLM optimization to ensure Farther shows up where high-net-worth individuals and top advisors are searching

The Ideal Match

• 5-7+ years in marketing operations, martech, or growth engineering—preferably in fintech, financial services, or high-growth B2B SaaS
• Deep expertise with modern martech: Google Analytics 4, GTM, Zapier, AppsFlyer, Braze (or similar), Search Console, Salesforce/HubSpot, testing platforms like Optimizely and measurement platforms like CrazyEgg
• Strong technical chops: HTML, CSS, React, JavaScript, API integrations, SQL for analytics, and comfort with AWS products
• Webflow expert (or similar CMS platforms like Contentful or WordPress) with experience building, scaling, and optimizing sites end-to-end. Experience managing a large portfolio of related but distinct sites, such as hundreds of microsite experiences, is a strong plus.
• Proven track record optimizing Core Web Vitals, page load times (you know the material difference between FCP, LCP and CLS), and overall site performance
• Experience managing complex, integrated martech stacks—you know how to make disparate tools play nice
• Strong SEO, AIO and Local SEO (GMB) experience and expertise leveraging on-page, off-page, schema and best practices to deliver a meaningful result.
• Strong project management instincts with ability to juggle multiple stakeholders and competing priorities
• Excellent communication skills—you can translate technical complexity into plain English for non-technical teammates

Bonus Points

• Experience in wealth management, financial services, or highly-regulated industries
• Familiarity with React, TypeScript, and modern JavaScript frameworks
• Background in growth marketing, conversion rate optimization, or growth engineering
• Experience with data warehousing (Snowflake, BigQuery) and BI tools (Looker, Tableau)
• Certifications in Google Analytics, GTM, HubSpot, or Salesforce
• Understanding of privacy regulations (GDPR, CCPA) and consent management

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!

Ready to disrupt wealth management? Let's talk!