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 Finance seeks an exceptional Director of Marketing Strategy and Operations to serve as Chief of Staff to the firm's marketing lead. This role is designed for a rare operator — one who combines the judgment of a general manager, the discipline of a strategist, and the analytical rigor to ensure marketing is unequivocally tied to business outcomes.
As a force multiplier at the center of Farther's growth engine, this person will extend the marketing lead's bandwidth across integrated planning, go-to-market execution, performance analytics, board communications, and cross-functional alignment. Initially acting as a Swiss Army knife across strategic and operational priorities, this person will ultimately own the full suite of marketing operations, running weekly and monthly analysis, integrated planning, budgets and forecasts, and year-over-year marketing plan development.
This role operates on the hybrid schedule across Farther's New York City and Connecticut offices.
Your Impact
- Serve as the strategic and operational extension of the marketing lead — institutionalizing best-in-class marketing processes across planning, execution, and measurement
- Own all weekly and monthly performance analysis, dashboards, and reporting that connect marketing spend to pipeline, client acquisition, retention, and lifetime value
- Lead integrated planning across all marketing disciplines, ensuring messaging, sequencing, and execution are consistent and audience-aligned across all channels and touchpoints
- Drive go-to-market trafficking and launch coordination across channels and functions, partnering cross-functionally with sales, product, finance, data, and CX teams
- Own the development of board presentations, executive updates, and strategic marketing communications, distilling complex data into clear, compelling narratives
- Manage budgets, forecasts, actuals, and year-over-year planning to ensure disciplined resource allocation and measurable return on marketing investment
- Serve as connective tissue across the frontline commercial organization, helping marketing, sales, product, and advisor teams script, sell, and service to the right audiences
The Ideal Match
- 8+ years of experience in marketing operations, integrated marketing, growth strategy, or a Chief of Staff role supporting a CMO or Chief Commercial Officer
- Deep fluency in full-funnel performance metrics — including CAC, LTV, payback periods, contribution margin, funnel conversion, and attribution modeling
- Proven ability to build and scale marketing operating systems within high-growth, fast-moving environments
- Equally at home in quantitative analysis and qualitative storytelling – you can spot a declining trend and write a board slide about it, or spot an increasing trend and distill operational improvements to amplify it
- Exceptional communication skills with experience interfacing directly with executive leadership and cross-functional stakeholders
- High standards of excellence, strong attention to detail, and a collaborative, non-political approach — someone who functions as a diplomatic engine across commercial teams
Bonus Points
- Background in wealth management, fintech, or financial services
- Experience in mobile or digital marketing with deep knowledge of digital acquisition and lifecycle marketing mechanics
- Prior exposure to advisor and/or client lifecycle marketing, including prospect-to-lead-to-deal conversion optimization
- Strong aesthetic sensibility and brand judgment within premium or modern consumer categories
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!
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.
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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.
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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.
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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.
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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 - 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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