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
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!
Top Skills
What We Do
Farther is the intelligent wealth management firm that's redefining the industry by combining proprietary technology with expert financial advisor guidance. We're building a generational financial institution that empowers advisors to focus on what matters most - they're clients and growing their business - while our all-in-one platform handles the back-office complexity. Our comprehensive wealth management platform offers clients a unified view of their entire financial lives through a single login, while advisors gain access to advanced tools for building personalized, tax-optimized portfolios. We provide access to extensive public strategies and alternative investments, plus our own Farther Asset Management products alongside offerings from BlackRock, Vanguard, and Fidelity. Named the #1 fastest-growing financial services firm in America by Inc. Magazine with 11,968% revenue growth over three years, we've achieved over $13 billion in recruited assets and are backed by $118M in funding, including a Series C led by CapitalG (Google's growth fund). With 400+ employees across offices in New York, Dallas, and San Francisco, we're scaling rapidly while maintaining our commitment to innovation and excellence.
Why Work With Us
We're building a generational financial institution and a mission-driven team through our CARE values: Communication, Action, Respect, and Excellence. Named to Inc. Best Workplaces two years running, we offer comprehensive benefits like $0 health coverage, immediate 3% 401(k), unlimited PTO, and quarterly recognition programs.
Gallery
