Farther
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Marketing Manager, Enterprise & Strategic Segments
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Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
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!
Ready to apply?
Apply to Farther
Marketing Manager, Enterprise & Strategic Segments
Share this job
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
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!
Ready to apply?
Apply to Farther
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
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!
Ready to apply?
Apply to Farther
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
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!
Ready to apply?
Apply to Farther
Director of Marketing Strategy & Operations
Share this job
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
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!
Ready to apply?
Apply to Farther
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
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!
Ready to apply?
Apply to Farther