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.
Your Impact
- Maintain our webpages and manage edits to pages from various team members, collaborating across marketing
- Manage the upload and ongoing maintenance of Google Business Profiles as new advisor profiles are onboarded, and handle Google support verification follow-ups
- Execute advisor microsite updates and edits, routing content changes through to the live site on a recurring basis
- Perform routine QA and maintenance on proprietary internal marketing tools — flag bugs, broken links, rendering issues, and assist with testing new features and functionality; escalate to the appropriate team member for resolution
- Assist with writing PRD documentation for new tools, functionality, and features in our internal marketing system
- Help maintain structure and hygiene of shared G Drive folders in Google Workspace
- Build and execute emails in HubSpot for team members across marketing
- Manage send lists, handle data hygiene, and process opt-outs in HubSpot
- Handle end-to-end event logistics: create Zoom events, build registration pages, send invitations, and coordinate post-event communications
- Import and manage contact and organization lists sourced from GuideStar, ZoomInfo, and other tools for the Institutional and Growth teams
- Support lead verification and deduplication for inbound advisor leads using tools like LinkedIn, BeenVerified, and FINTRX; flag and merge duplicate records to maintain list integrity
- Manage AdvisorFinder.com listings and maintain advisor profiles on-platform
- Drive automation for performance monitoring and dashboards for leadership updates
- Support Growth team reporting on program performance monitoring
The Ideal Match
- Exceptionally organized and detail-oriented — you catch things others miss
- Comfortable juggling multiple workstreams and stakeholders without losing track of priorities
- Proficient with marketing and CRM tools; HubSpot experience is strongly preferred
- Familiar with Google Workspace (Docs, Drive, Sheets) and comfortable learning new platforms quickly
Bonus Points
- Comfortable and adept at AI tools, or have an interest in working with AI-powered systems
- Hands-on experience with website content management systems (WordPress, Webflow, HubSpot, AEM, etc.)
- Interested in the intersection of financial services and marketing operations
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!
Ready to disrupt wealth management? Let's talk!
Skills Required
- 5-7+ years in marketing operations, martech, or growth engineering
- Deep expertise with Google Analytics 4
- Google Tag Manager (GTM)
- Zapier
- AppsFlyer
- Braze or similar lifecycle marketing tool
- Google Search Console
- Salesforce or HubSpot CRM
- Testing platforms like Optimizely
- Measurement tools like CrazyEgg
- HTML
- CSS
- React
- JavaScript
- API integrations experience
- SQL for analytics
- Comfort with AWS products
- Webflow expert or similar CMS (Contentful, WordPress)
- Proven track record optimizing Core Web Vitals, page load times (FCP, LCP, CLS)
- Experience managing complex, integrated martech stacks
- Strong SEO, AIO, and Local SEO (GMB) skills, including schema and on/off-page best practices
- Strong project management instincts
- Excellent communication skills translating technical complexity for non-technical stakeholders
- Experience in wealth management, financial services, or highly-regulated industries
- Familiarity with TypeScript and modern JavaScript frameworks
- Background in growth marketing, conversion rate optimization, or growth engineering
- Experience with data warehousing (Snowflake, BigQuery) and BI tools (Looker, Tableau)
- Certifications in Google Analytics, GTM, HubSpot, or Salesforce
- Understanding of privacy regulations (GDPR, CCPA) and consent management
Farther Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Farther and has not been reviewed or approved by Farther.
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Strong & Reliable Incentives — Advisor compensation includes a transparent, higher‑payout grid and equity participation that can deliver strong upside for producers. The design emphasizes meaningful rewards as production grows.
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Healthcare Strength — Medical coverage via a major national carrier with multiple plan options, HSA/FSA contributions, and complimentary primary‑care access signal comprehensive healthcare support. Dental and vision coverage round out the core offering.
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Retirement Support — A 401(k) with company match that vests immediately, alongside traditional, Roth, and after‑tax options, enables advanced retirement saving strategies. Administration via Empower supports accessibility.
Farther Insights
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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