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.
Join our Finance team as a Business Intelligence Analyst where you'll transform raw data into strategic insights that drive our business forward. This role is perfect for someone passionate about dashboard development and communicating data-driven value to stakeholders across the organization.
Your Impact- Develop and maintain automated dashboards and reporting solutions that provide visibility into key financial and operational metrics using BI tools (Tableau, Looker, etc.)
- Transform and analyze data from multiple sources (databases, APIs, spreadsheets) to identify trends, patterns, and actionable insights
- Collaborate with stakeholders across finance, operations, and leadership to understand reporting requirements and define critical KPIs
- Monitor data quality and ensure accuracy of all business intelligence deliverables
- Present findings and strategic recommendations to management and cross-functional teams
- Support ad-hoc data analysis requests and contribute to business case development
- Strong proficiency in BI visualization tools (Tableau, Looker) and advanced Excel capabilities
- Experience with Python and SQL for data manipulation and analysis
- Proven analytical and problem-solving abilities with attention to detail and data accuracy
- Knowledge of database systems and data warehousing concepts
- Excellent communication and presentation skills with passion for translating data into compelling narratives
- Bachelor's degree in Business, Analytics, Statistics, or related quantitative field
- 2-4 years experience combining finance and data analytics, ideally in corporate finance, fintech, consulting, or analytics-focused roles
- Experience with cloud platforms (AWS, Azure, GCP)
- Background in financial services or wealth management industry
- Experience building dashboards that directly influenced strategic business decisions
- 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
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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 - their 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 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. Join our mission-driven team
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