Chief of Staff

Reposted 4 Days Ago
San Francisco, CA
In-Office
Mid level
Fintech • Financial Services
Farther is reimagining wealth management by combining intelligent technology with expert financial guidance
The Role
The Chief of Staff will partner with the CEO to drive strategic initiatives, manage cross-functional projects, and enhance operational effectiveness in a fintech environment.
Summary Generated by Built In
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 

As Chief of Staff to CEO Taylor Matthews, you'll serve as a strategic partner ensuring seamless execution of Farther's ambitious growth plans. This role sits at the intersection of strategy, operations, and leadership, requiring someone who can think strategically while driving tactical excellence across the organization.

You'll work directly with Taylor, who leads Farther's executive team as the CEO and Founder. In this role, you'll translate vision into action, manage cross-functional initiatives, and serve as a strategic partner on critical business decisions. This is a unique opportunity to shape the trajectory of a fast-growing fintech company while working alongside industry veterans and innovative thinkers as we scale toward our next phase of growth.

Your Impact 
  • Partner with the CEO to develop and execute strategic initiatives that drive company growth and operational excellence
  • Lead cross-functional projects and initiatives, ensuring alignment across departments and timely execution
  • Serve as the CEO's representative in meetings, calls, and strategic discussions when needed
  • Prepare executive briefings, board materials, and strategic presentations for leadership team and investors
  • Drive organizational effectiveness by identifying process improvements and implementing scalable solutions
  • Facilitate communication between the CEO and leadership team, ensuring clarity and alignment on priorities
  • Manage special projects including M&A activities, partnership negotiations, and strategic planning cycles
  • Analyze business metrics and market trends to inform strategic decision-making
The Ideal Match 
  • MBA from a top-tier business school
  • 2-3 years of post-MBA experience at a top-tier management consulting firm 
  • Proven track record of managing complex, multi-stakeholder projects with measurable outcomes
  • Experience working directly with C-level executives or senior leadership teams
  • Strong analytical and problem-solving skills with ability to synthesize complex information
  • Exceptional written and verbal communication skills
  • Demonstrated ability to work in fast-paced, ambiguous environments
  • Track record of building processes and systems that scale with organizational growth
Bonus Points 
  • Previous Chief of Staff or similar strategic operations experience
  • Experience with venture-backed or high-growth startups
  • Experience in financial services, fintech, or wealth management
  • Familiarity with wealth management industry dynamics and regulatory environment
  • Experience with board management and investor relations
  • Strong network within fintech or financial services ecosystem
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!
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The Company
HQ: San Francisco, CA
471 Employees
Year Founded: 2019

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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