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
Farther runs HubSpot as its central CRM and advisor enablement platform — and it's got to work for 300+ financial advisors every single day. We're looking for a Senior HubSpot Administrator to own the platform from the inside out: governance, access, data integrity, automation, and cross-functional enablement.
This role sits at the intersection of people technology, advisor operations, and marketing — and requires someone who can manage the system centrally while supporting a distributed set of stakeholders across teams. You'll work closely with Marketing, Advisor Experience, and People Technology to make sure HubSpot is set up right, stays that way, and actually drives outcomes.
Your Impact
- Administer HubSpot at the platform level — user provisioning, permissions, seat management, integrations, and system health
- Own data governance: lifecycle stages, lead status, contact properties, naming conventions, and folder structures across all teams
- Build and maintain automations, workflows, and sequences that support advisor onboarding, engagement, and operations
- Manage HubSpot integrations (including Rippling) to ensure clean data sync across people systems and advisor records
- Serve as the escalation point for HubSpot issues across Marketing, Advisor Experience, and Operations — triage, resolve, and document
- Partner cross-functionally to translate business needs into scalable HubSpot configurations without creating technical debt
- Establish and maintain platform documentation, playbooks, and internal training resources for advisors and internal teams
The Ideal Match
- 4–6+ years of HubSpot administration experience at the platform level — not just marketing execution, but actual system ownership
- Experience managing HubSpot in a multi-team, multi-stakeholder environment with competing priorities
- Strong grasp of HubSpot's data model: contact/company/deal object relationships, lifecycle stages, and integration behaviors
- Comfort managing integrations and troubleshooting sync issues (Rippling, Salesforce, or similar HRIS/CRM integrations a plus)
- Detail-oriented with solid documentation habits — you write the guide so the next person doesn't have to ask twice
- Calm under pressure; able to triage a live issue while also managing a backlog of improvement projects
Bonus Points
- HubSpot certifications (Marketing Software, Operations Hub, CRM Implementation)
- Experience in financial services, RIA, or wealth management environments
- Familiarity with Rippling or other HRIS platforms and their HubSpot integration patterns
- Prior experience supporting advisor-facing or client-facing platforms
Why Join Us
- 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
- Ready to disrupt wealth management? Let's talk!
Ready to disrupt wealth management? Let's talk!
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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