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 seeking an experienced Portfolio Manager to lead the development and management of our separately managed account (SMA) strategies across multiple asset classes. This role will be instrumental in building and managing sophisticated investment solutions, with a particular focus on tax-aware and direct indexing strategies.
Your Impact
- Lead the development and management of SMA strategies across asset classes, with emphasis on tax-aware and direct indexing approaches
- Design and implement quantitative investment solutions that deliver superior client outcomes
- Build and maintain systematic portfolio management processes and frameworks
- Create and communicate clear investment rationales and methodologies
- Collaborate with technology teams to implement and scale investment strategies
- Partner with client-facing teams to articulate investment approaches and portfolio decisions
- Drive innovation in portfolio customization and tax management strategies
The Ideal Match
- 10-15 years of experience at a prestigious asset management firm, particularly in roles focused on quantitative investment solutions or multi-asset portfolio management
- Proven track record managing tax-aware equity strategies or direct indexing portfolios
- Experience working at leading global asset management firms serving private wealth clients
- Deep expertise in portfolio construction, risk management, and quantitative methods
- Strong technical background with understanding of systematic investment approaches
- Excellence in communicating complex investment concepts to various stakeholders
- Bachelor's degree required; advanced degree in relevant field preferred
- CFA designation preferred
Bonus Points
- Experience launching and scaling new investment strategies
- Background in multi-asset class portfolio solutions
- Track record of mentoring junior investment professionals
- Expertise in ESG integration and custom portfolio solutions
- Experience with portfolio management systems and investment technology
- Published research or thought leadership in relevant areas
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!
#LI-REMOTE
What We Do
Farther is the first to offer both the guidance of an experienced advisor and an elegant, easy-to-use platform – for a truly comprehensive approach to managing significant wealth.
"We are building the future of our industry by marrying cutting-edge technology with human expertise and judgment, so they bring out the best in each other: dramatically improving the wealth management experience for both advisors and clients." - Farther Co-Founders, Brad Genser & Taylor Matthews
Why Work With Us
At Farther, we're reinventing wealth management by uniting cutting-edge technology with transparent financial advice. Our advisors are freed from product-pushing mandates to focus on what matters: building authentic client relationships. Join our team to work with industry veterans who share a vision of transforming finance through innovation and i
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