Director, Advisor Business Development

Posted 9 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
Senior level
Fintech • Financial Services
Farther is a Generational Financial Institution unlocking greater wealth potential for clients.
The Role
Build relationships with experienced financial advisors and teams, source and qualify opportunities, book meetings, and develop a pipeline toward annual AUM goals. The role begins with outbound prospecting and deal development, then expands to owning the full recruiting cycle from discovery and platform demonstrations through signed agreements. Success requires exceeding sales quotas, navigating lengthy sales cycles, tailoring wealth-management solutions, and leveraging advisor networks. Travel to Dallas for priority prospect meetings may be required.
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 a Director on our Advisor Business Development team, you'll build relationships with experienced financial advisors and teams and turn them into real opportunities for Farther. You'll start by sourcing, developing deals, and booking meetings with established advisors alongside our senior team, then take on the full recruiting cycle, from discovery through signed agreement, as you build your track record here. This is a senior individual contributor seat for someone who has built pipeline the hard way and wants their results reflected in their paycheck.

Your Impact

  • Source and engage established advisors and teams through targeted outbound, referrals, and your own network
  • Develop early conversations into qualified opportunities and book meetings with the right decision makers
  • Understand each advisor's practice economics, growth goals, and client base, and tailor the Farther story to fit
  • Grow into owning the full recruiting cycle, from platform demos through signed agreements, as you prove your track record
  • Consistently hit pipeline and meeting targets, building toward annual AUM goals

The Ideal Match

  • 5+ years of sales or business development experience, with a consistent record of exceeding quota
  • You've built pipeline through your own outbound efforts, cold calling included
  • Experience working with sophisticated buyers through sales cycles that take months, not days
  • Motivated by a high-variable comp structure, with clear goals for your career and earnings
  • Bachelor's degree and the flexibility to travel to Dallas for priority prospect meetings

Bonus Points

  • Experience recruiting or selling to financial advisors, RIAs, or wealth management firms
  • An existing network within the independent advisor community
  • Understanding of custody platforms and advisor transition economics
  • Hands-on experience with Salesforce or HubSpot

Why Join Us

  • Competitive comp package with uncapped commission potential
  • A clear path to owning the full recruiting cycle as you prove your track record
  • Ground-floor opportunity at a fast-scaling startup
  • Work alongside some of the brightest minds in fintech
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO

Skills Required

  • 5+ years of sales or business development experience
  • Consistent record of exceeding quota
  • Experience building pipeline through outbound prospecting and cold calling
  • Experience working with sophisticated buyers through sales cycles lasting several months
  • Bachelor's degree
  • Flexibility to travel to Dallas for priority prospect meetings
  • Experience recruiting or selling to financial advisors, RIAs, or wealth management firms
  • Existing network within the independent advisor community
  • Understanding of custody platforms and advisor transition economics
  • Hands-on experience with Salesforce or HubSpot

Farther Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Farther and has not been reviewed or approved by Farther.

  • Strong & Reliable Incentives — Advisor compensation includes a transparent, higher‑payout grid and equity participation that can deliver strong upside for producers. The design emphasizes meaningful rewards as production grows.
  • Healthcare Strength — Medical coverage via a major national carrier with multiple plan options, HSA/FSA contributions, and complimentary primary‑care access signal comprehensive healthcare support. Dental and vision coverage round out the core offering.
  • Retirement Support — A 401(k) with company match that vests immediately, alongside traditional, Roth, and after‑tax options, enables advanced retirement saving strategies. Administration via Empower supports accessibility.

Farther Insights

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The Company
HQ: San Francisco, CA
530 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 - 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.

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