Farther is Intelligent Wealth Management, natively built to unlock greater wealth throughout your financial life. Backed by Bessemer, Lightspeed and General Atlantic.
About the role
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.
What they're looking for
- Serve as a senior, advisor-facing resource for ad-hoc consultations, providing expert portfolio analysis, transition strategies, and actionable insights to support client acquisition and retention
- Execute complex investment analysis, model building, and thorough post-call support work to ensure advisors are equipped with data-driven narratives
- Interface regularly with Product, Design, and Engineering teams to guide the development of internal investment tools
- Provide ongoing guidance, mentorship, and development support to junior members of the Investment Strategy team as the group scales
- CFA designation (or equivalent), with an advanced degree in finance, economics, or a related field
- Extensive experience as a client-facing portfolio manager, investment strategist, or senior analyst within an RIA, wirehouse, or multi-asset team
More about this role
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
The Director Investment Strategy serves as a high-level subject matter expert within the Investment Strategy (IS) team, acting as a crucial resource for Farther Advisors. Reporting to the Director of Investment Solutions, this individual brings deep capital markets expertise to fill critical organizational needs, specifically focusing on complex investment analysis, model building, and providing advisor-facing seniority.
This is a hands-on role where you will...
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