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 Sales Leader to drive our centralized lead generation efforts across both our Momentum and Direct sales channels. This strategic role will be instrumental in scaling our sales organization and optimizing our lead generation processes to fuel Farther's continued growth.
Your Impact
- Build and lead a high-performing lead generation team that serves as the engine for our sales organization's growth
- Develop and implement comprehensive strategies to optimize lead qualification, distribution, and conversion across both Momentum and Direct sales channels
- Create and maintain performance metrics, KPIs, and reporting systems to track team effectiveness and identify areas for improvement
- Collaborate with marketing to align lead generation efforts with broader company initiatives and campaigns
- Design and implement training programs to enhance team capabilities and ensure consistent high performance
- Establish and maintain scalable processes that enable efficient lead handling and maximize conversion rates
- Partner with sales leadership to ensure smooth handoff processes and alignment between lead gen and closing teams
The Ideal Match
- 7+ years of sales leadership experience, with at least 3 years specifically leading lead generation or SDR teams
- Proven track record of building and scaling high-performing sales development teams
- Deep understanding of wealth management and financial services sales processes
- Experience with sales technology stack implementation and optimization
- Strong analytical skills with the ability to use data to drive decision-making
- Excellence in process development and team training
- Bachelor's degree required; relevant advanced degree or industry certifications preferred
Bonus Points
- Experience in both B2B and B2C sales environments
- Previous experience in wealth management or fintech
- Proven success in implementing innovative lead generation strategies
- Experience with Salesforce and modern sales engagement platforms
- Track record of achieving significant year-over-year growth in lead generation and conversion
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!
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Top Skills
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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