Jobs at Farther

As a Wealth Advisor, you will manage UHNW client relationships, advise on complex wealth strategies, and coordinate concierge services while ensuring compliance and documentation standards are met.

Own advisor marketing strategy and build scalable programs and playbooks. Set editorial/content strategy, plan flagship events, measure campaign performance, manage agencies and marketing tech (HubSpot, Webflow), mentor junior team members, and partner cross-functionally with Sales, Compliance, and Design.

Support a senior advisor and serve clients across retirement, tax strategy, equity compensation, real estate, and estate coordination. Manage new client inquiries, prospect for referrals, use Farther's planning tools, and contribute to team operations and succession planning while growing client ownership over time.

Own and optimize the full martech stack and website portfolio; architect data integrations and attribution; run A/B testing and experimentation; rapidly build landing pages and microsites; partner with product, growth, and engineering; and drive SEO and site-performance optimization for high-net-worth audiences.

The Marketing Manager will design and lead advisor marketing programs to drive advisor growth, focusing on creating frameworks, playbooks, and support systems for financial advisors.

Provide administrative and operational support to advisors or CX pods: manage calendars, handle inbound calls, process expenses via Ramp, coordinate travel and events, maintain CRM and reports, and liaise with marketing and compliance to keep client-facing operations running smoothly.

The Marketing Manager will lead advisor marketing growth programs, design playbooks, conduct training, and establish metrics to enhance advisors' practices.

The AI-Native Data Platform Engineer will design data foundations for AI systems in wealth management, architecting data pipelines, models, and frameworks to enable autonomous financial agents.

As a Senior Client Experience Associate, you will manage relationships with clients and advisors, support onboarding and financial operations, and enhance client experience by collaborating with product and engineering teams.

Manage and grow a book of business by delivering tailored wealth management services, transitioning clients to Farther's platform, and prospecting for new clients through various channels.

Lead PR and communications to build Farther's external narrative across fintech and wealth markets. Drive earned media, executive visibility, thought leadership, internal communications, crisis support, and measurement. Coordinate media relations, executive media prep, advisor-focused campaigns, and internal messaging across channels to support growth, M&A, onboarding, and brand alignment.

As HRBP for the Client Experience team, you will manage employee relations, training programs, and support organizational development efforts while partnering with leadership.

The Senior Trading Associate supports trading operations, managing trades, ensuring compliance, monitoring activity, and collaborating to enhance trading systems.

The Senior Trading Associate manages trade operations, ensuring efficient execution and compliance across multiple trading platforms, while identifying opportunities for process improvements.

As a Senior Regional Compliance Associate, you'll ensure compliance for financial advisors, conduct audits, support regulatory examinations, and provide training on compliance-related matters.

Lead end-to-end production of advisor video and multimedia content: schedule shoots, coordinate remote/in-person recordings, quality-check AI-assisted edits, publish content, manage compliance review, build production playbooks and trackers, produce short-form social assets, and report on throughput and quality.

Own budgeting, forecasting, monthly management reporting, and long-range financial models. Partner with business leaders, track KPIs, improve FP&A tools and processes, support board/investor reporting, and collaborate with Accounting to align actuals and forecasts.

Serve as primary client-facing liaison for a high-net-worth advisory practice: manage day-to-day relationships, maintain CRM, coordinate onboarding and service requests, prepare advisor meeting materials, escalate issues, and proactively flag opportunities to deepen client relationships.

The Associate Vice President, Wealth Advisor will grow the client base, provide financial advisory services, and engage in business development strategies while collaborating with senior advisors and leveraging technology.

The Marketing Manager will design and execute marketing strategies for high-value segments, generate leads, and support advisors in client acquisition.