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
Farther is building insurance the right way — fully integrated, advisor-driven, and built for the complexity of high-net-worth and ultra-high-net-worth clients. The Head of Insurance will own the strategy and execution of Farther's national insurance offering, leading the buildout of a centralized desk that gives advisors the product access, case design support, and tech-enabled processes they need to deliver real client value.
We're looking for a seasoned insurance leader who knows how to operate at the intersection of protection planning, advisory services, and technology — someone who can shape the vision, earn advisor trust, and build a business line that lasts.
Your Impact
- Build and lead Farther's national insurance desk — designing the model, standing it up, and scaling it to support hundreds of advisors across the country
- Own the product shelf: curate a preferred lineup of insurance products (IUL, LTC, VUL, annuities, disability) that actually fit our UHNW and HNW client base
- Negotiate and manage relationships with carriers, BGAs, and technology vendors
- Integrate insurance into Farther's broader planning ecosystem — making protection a core part of our estate planning, tax strategy, and comprehensive wealth management offering
- Build and run advisor training and enablement programs so advisors can confidently incorporate insurance into client conversations
- Own the P&L: manage revenue sharing, overrides, and profitability targets for the FIG business unit
- Drive adoption of insurance tech platforms that improve the end-to-end advisor and client experience
- Establish compliance and governance frameworks in partnership with Legal and Operations
- Set up reporting infrastructure — KPIs, dashboards, and analytics tracking adoption, production, and client impact
- Eventually hire and build a team of licensed specialists, case designers, and ops staff to scale the platform
The Ideal Match
- 10+ years in insurance leadership within a national RIA, broker-dealer, or large financial institution
- Deep product expertise across life, annuities, LTC, and disability — and how they integrate with holistic financial planning
- Proven experience building an insurance org or desk from the ground up, not just managing one that already exists
- Active Life & Health license; familiarity with compliance and regulatory requirements in an RIA/BD context
- Track record of getting advisors engaged — you've built training programs, driven adoption, and made insurance a part of advisor workflows
Bonus Point
- Experience at the intersection of broker-dealer and RIA structures
- FINRA Series 6, 7, or 65/66
- Advanced credentials (CLU®, ChFC®, CFP®, MBA)
- Hands-on experience with insurance tech platforms (iPipeline, Annuity Rate Watch, digital underwriting tools)
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!
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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