Managing Director, RIA

Sorry, this job was removed at 06:33 p.m. (CST) on Tuesday, Feb 04, 2025
Be an Early Applicant
Hiring Remotely in USA
Remote
Fintech • Financial Services
Farther is reimagining wealth management by combining intelligent technology with expert financial guidance
The Role
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 

As an RIA Leader, you will lead and develop a team of advisors within Farther's growing platform. Working alongside our current RIA Leadership Team, you'll be responsible for driving team performance, fostering advisor development, and ensuring exceptional client service delivery. This role combines hands-on leadership with strategic vision to build and scale a high-performing RIA team.

Your Impact 

  • Lead and mentor a team of wealth advisors, driving both individual and team success
  • Foster a culture of excellence in client service and wealth management
  • Drive team revenue growth and client acquisition strategies
  • Implement best practices for portfolio management and client relationship development
  • Collaborate with platform teams to optimize advisor efficiency and effectiveness
  • Provide strategic guidance on complex client situations and sophisticated wealth planning
  • Partner with other team leaders to share best practices and drive organizational improvements
  • Ensure compliance with regulatory requirements and firm policies

The Ideal Match 

  • 15+ years of wealth management experience, with significant time in regional market leadership
  • Proven track record of leading advisor teams at a major financial institution
  • Experience managing sophisticated client relationships and complex wealth planning scenarios
  • Strong background in investment management and financial planning
  • Excellence in team development and performance coaching
  • Series 7, 66 licenses required; Series 24 preferred
  • Deep understanding of RIA business models and industry dynamics

Bonus Points 

  • Experience leading teams through digital transformation
  • Track record of developing next-generation talent
  • Background in multiple wealth management channels (bank, wirehouse, RIA)
  • Advanced degree or relevant certifications (CFP, CIMA, etc.)
  • Experience with modern wealth management technology platforms

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 options
  • Unlimited PTO

Ready to disrupt wealth management? Let's talk!

#LI-Remote

Similar Jobs

Rubrik Logo Rubrik

Account Executive

Artificial Intelligence • Big Data • Cloud • Information Technology • Software • Cybersecurity • Data Privacy
Remote
United States
115K-161K Annually

Comcast Advertising Logo Comcast Advertising

Solutions Engineer

AdTech • Digital Media • Marketing Tech
Remote or Hybrid
Pennsylvania, USA

Pluralsight Logo Pluralsight

Customer Success Specialist

Cloud • Edtech • Information Technology • Software
Remote or Hybrid
USA
72K-954K

Block Logo Block

Program Manager

Blockchain • eCommerce • Fintech • Payments • Software • Financial Services • Cryptocurrency
In-Office or Remote
7 Locations
103K-194K Annually
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: San Francisco, CA
471 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 - their 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 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. Join our mission-driven team

Gallery

Gallery

Similar Companies Hiring

Amplify Platform Thumbnail
Fintech • Financial Services • Consulting • Cloud • Business Intelligence • Big Data Analytics
Scottsdale, AZ
62 Employees
Camber Thumbnail
Social Impact • Healthtech • Fintech
New York, NY
53 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
40 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account