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
With $7 billion in assets under management, we've achieved significant growth through advisor recruitment and are now expanding our business strategy to include practice acquisitions. Our technology platform enables us to serve clients more effectively and cost-efficiently, offering advisors who join Farther as employees a high payout of wealth advisory fees while maintaining low personnel costs for acquired practices.
This role combines corporate development expertise with deep industry knowledge to drive Farther's acquisition strategy within the RIA space. You'll be responsible for identifying, evaluating, and executing M&A opportunities with retiring advisors and RIA firms, particularly focusing on the top 20 RIA aggregators.
Your Impact
- Lead end-to-end M&A processes, from target identification through deal execution and integration
- Strategically build the industry's best acquisition go-to-market strategy, leveraging the Farther platform
- Develop compelling business cases for sellers while generating strong economics for the company
- Build and maintain relationships with key stakeholders in the top 20 RIA aggregators
- Create comprehensive valuation models and conduct thorough due diligence on potential acquisitions
- Structure and negotiate complex deal terms that align with Farther's strategic objectives
- Design and implement post-merger integration strategies to ensure successful transitions
- Collaborate with operations, product, recruiting, finance, legal, and compliance teams to execute deals efficiently
- Build an industry network and cement Farther as the acquirer of choice
The Ideal Match
- 8+ years of relevant experience in business development, corporate development, M&A advisory, private equity, or investment banking
- MBA from a top-tier institution
- Strong understanding of finance principles and deal construction
- Proven track record in executing M&A transactions
- Excellence in relationship building and stakeholder management
- Strong financial modeling and valuation skills
- Demonstrated ability to communicate persuasively and discuss economics with potential sellers
- Resilient and results-oriented approach
- Series 7 and 63 licenses preferred
Bonus Points
- Previous experience at a private bank or RIA aggregator
- Direct experience with succession planning for financial advisors
- Background in wealth management operations or technology
- Experience with post-merger integration
- Network within the top 20 RIA aggregators
- Additional relevant certifications (CFA, CFP, etc.)
- Industry experience (helpful but not required)
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!
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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