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.
As Director of Trading Operations, you'll own Farther's entire trading program – setting the vision, architecture, and operating standards for how portfolios are implemented, rebalanced, and executed across our platform. This is a senior leadership role at the intersection of trading, technology, and operations, with direct influence on platform strategy and client outcomes.
You'll play a pivotal role as we launch our broker-dealer, ensuring trading infrastructure, risk controls, and compliance practices scale appropriately with our rapid growth.
Your Impact- Own the end-to-end trading function, including strategy, execution, rebalancing methodology, risk management, and operational oversight
- Establish and govern the firm's rebalancing and trading architecture, ensuring accuracy, resilience, and scalability across custodians, portfolio systems, and internal tools
- Set standards for data integrity, model governance, exception management, and post-trade validation
- Serve as the senior escalation point for complex trading issues, systemic risks, and vendor relationships
- Partner with Engineering and Product to define the trading and rebalancing roadmap, including automation, integrations, and build-vs-buy decisions
- Act as a strategic advisor to executive leadership on trading-related decisions impacting scale, cost, and client experience
- Collaborate with Compliance to ensure trading practices, systems, and controls align with both RIA and broker-dealer requirements
- Define capacity models, performance metrics, and control frameworks to support sustained growth and regulatory rigor
- Build and lead a high-performing trading organization, with clear ownership, accountability, and development pathways
- Drive broker-dealer readiness initiatives across trading supervision, regulatory controls, and compliance frameworks
- Extensive experience leading trading or portfolio implementation functions within an RIA, broker-dealer, or technology-enabled wealth platform
- Demonstrated ownership of multi-custodian trading programs and rebalancing technology in a high-growth environment
- Strong command of portfolio construction, rebalancing methodologies, and trading risk controls
- Proven ability to operate at the intersection of technology, data, and financial operations
- Experience operating within a dual-registered or broker-dealer environment, with a strong understanding of trading supervision, controls, and regulatory obligations
- Executive presence, sound judgment, and comfort making decisions with material firm-level impact
- Required to hold appropriate FINRA registrations to support broker-dealer trading activities, including Series 7, Series 66, and Series 9/10 or 24
- Fintech experience partnering with Product and Engineering teams on trading systems and automation
- Technical aptitude for articulating requirements, evaluating vendors, and making build-vs-buy decisions
- Track record scaling trading operations through periods of rapid AUM and advisor growth
- Familiarity with portfolio management systems, order management systems, and rebalancing platforms
- Experience managing relationships with custodians, trading vendors, and technology partners
- 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
Top Skills
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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