Director, Product Marketing - Sales Enablement

Reposted 20 Days Ago
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New York, NY
In-Office
Senior level
Fintech • Financial Services
Farther is a Generational Financial Institution unlocking greater wealth potential for clients.
The Role
The role involves creating and leading sales enablement programs, redesigning the advisor recruitment experience, and developing scalable processes to support Farther's growth in wealth management.
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 

We're looking for an experienced Director of Product Marketing to build and lead our Sales Enablement function from the ground up. You'll transform how we recruit and onboard financial advisors by creating world-class enablement programs, competitive intelligence, and experiential Discovery Day experiences that generate advisor evangelism.

This is a unique opportunity to completely reimagine the advisor recruitment experience while working directly with our sales leadership to build scalable programs that support both independent and wirehouse advisor segments.

Your Impact 
  • Lead complete redesign of our advisor recruitment experience to be more experiential, brand-centric, and memorable - creating evangelism that drives word-of-mouth referrals
  • Create comprehensive bill of materials for recruiters including messaging frameworks, pitch decks, competitive battle cards, case studies, and email templates
  • Provide deep competitive analysis and positioning for key advisor segments (Independent and Wirehouse advisors) to help our team win in the market
  • Develop consistent, scalable advisor experience that brings Farther's Intelligent Wealth Management Platform to life for prospects
  • Support training initiatives and provide tools that help our recruitment team effectively communicate Farther's value proposition
  • Build and scale sales enablement processes, workflows, and success metrics that can grow with our expanding advisor base
The Ideal Match 
  • 8+ years of product marketing experience with at least 4 years specializing in B2B sales enablement
  • Demonstrable track record working directly with sales teams and building strong collaborative relationships
  • Proven ability to create comprehensive sales enablement assets including playbooks, battle cards, pitch decks, one-pagers, and case studies
  • Experience developing and scaling sales enablement programs from the ground up with established processes and metrics
  • Strong background in go-to-market strategies with specific focus on sales readiness components for product launches
  • Proven experience in B2B technology or SaaS environment working with strategic sales teams
Bonus Points 
  • Background working with enterprise sales teams on complex, consultative sales processes
  • Understanding of wealth management, financial advisory, or fintech sales processes
  • Experience coordinating with external agencies to create experiential events or programs
  • Background developing sales training programs and educational content
  • Experience creating memorable, branded experiences for prospects and customers
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!

Top Skills

B2B Technology
SaaS
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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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