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
We're seeking an innovative leader to build and scale our Advisor Success Platform, focusing on practice management excellence and operational efficiency. This role will be instrumental in developing and implementing programs that drive advisor growth, optimize practice operations, and enhance the overall advisor experience at Farther.
Your Impact
- Design and implement comprehensive practice management programs that drive advisor growth and efficiency
- Create scalable frameworks for advisor operations, including workflow optimization and technology adoption
- Develop and lead training programs focused on practice development, client service excellence, and platform utilization
- Build and maintain performance metrics and KPIs to track advisor success and practice health
- Lead the creation of best practices documentation and resource libraries
- Partner with technology teams to identify and implement tools that enhance advisor efficiency
- Establish mentorship and coaching programs to accelerate advisor development
- Create systematic approaches to identify and resolve operational bottlenecks
The Ideal Match
- 8+ years of experience in wealth management practice management or advisor development
- Proven track record of designing and implementing successful practice management programs
- Deep understanding of wealth management operations and technology
- Experience leading organizational change and driving adoption of new processes
- Strong analytical skills with the ability to translate data into actionable insights
- Excellence in relationship building and stakeholder management
- Bachelor's degree required; relevant advanced degree or industry certifications preferred
Bonus Points
- Previous experience at a hybrid or tech-forward wealth management firm
- Track record of scaling advisor success programs
- Experience with CRM implementation and optimization
- Background in wealth management operations or technology
- Relevant certifications (CFP, CIMA, etc.)
- Experience with modern practice management tools and 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
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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