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.
We're looking for a Learning & Development (L&D) Partner who thrives in execution mode. You'll be working closely with the Director of L&D as a hands-on builder of our L&D content and training programs, designing courses and creating content. You are a trend-setter who embraces the use of AI in your daily work, and will leverage constantly evolving AI tools to produce high-quality learning materials at startup speed. This is a tactical, "doer" role for someone who's been actively using AI to create educational content and wants to drive the day-to-day of L&D delivery.
Your Impact- Build and deliver onboarding, product training, and department-specific training and programs for advisors and corporate teams
- Create effective training materials, e-learning modules, videos, and guides, using AI tools to accelerate development
- Administer the LMS, managing content and users, tracking adoption and course completions, and ensuring an engaging and seamless learner experience
- Partner with subject matter experts to capture departmental processes and translate complex financial concepts into engaging training
- Continuously improve programs based on feedback, assessment data, and business needs
- Develop and utilize assessment tools to evaluate learning effectiveness
- Execute knowledge management initiatives to ensure timely and accurate materials
- 5+ years of hands-on L&D experience building training programs and course content
- Demonstrated experience using AI tools for educational content creation in the past 1-2 years
- AI Video Platform Experience (e.g., Synthesia, HeyGen or similar)
- Proficiency with LMS platforms and e-learning authoring tools
- Strong execution skills—you ship quality work quickly and iterate
- Excellent written and verbal communication, and meticulous attention to detail
- Financial services, wealth management, or regulated industry experience
- Experience scaling L&D in a high-growth or startup environment
- Docebo LMS Experience
- 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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