Father Gabriel Richard High School - Ann Arbor, Michigan

Marketing

• Direct engagement with advisors to determine marketing resources available to address their marketing goals and needs
• Project manage engagements to ensure details are accounted for and are completed on time and within budget
• Collaborate with advisors to develop custom marketing materials
• Develop compelling copy and identify relevant articles for digital channels and campaigns
• Continuous learning and ownership of marketing topics to improve overall marketing program effectiveness and performance

Associate, Advisor Marketing

Human Resources

• Serve as the primary people partner for Farther's Client Experience org, providing hands-on support for employee relations, coaching, and conflict resolution
• Build and own a manager training and development program focused on elevating entry-level and developing managers within the CX team
• Be the in-person HR resource in our Irving, TX office — someone employees and managers can walk up to with real questions and concerns
• Partner with CX leadership (including leaders overseeing advisor experience, client transitions, and client experience) on people strategy, headcount planning, and organizational development
• Support performance management processes including goal-setting, reviews, and performance improvement in partnership with the Head of People
• Help drive engagement and culture initiatives, with a lens toward how our CX team shows up for each other and for the business
• Collaborate with the broader People team on companywide programs, sharing learnings and best practices from the CX org

HR Business Partner, Client Experience

Product Designer

• Build Farther’s design system from the ground up and own it long-term
• Define how our entire product organization works—creating the infrastructure for consistent, high-quality experiences
• Audit existing design assets and build a scalable, accessible component library in Figma
• Create reusable components, design tokens, and detailed usage documentation
• Own prioritization, roadmapping, and stakeholder communication for the design system
• Define governance processes for adoption, enhancements, and deprecations
• Collaborate closely with engineering to ensure design-to-code fidelity and proper implementation
• Establish education and onboarding processes that drive real adoption across the team
• Provide guidance and support to designers across advisor tools, client platforms, and mobile
• Partner with PMs and engineering teams to clarify component usage, patterns, and best practices during feature implementation
• Apply systems thinking to help maintain consistency, accessibility, and quality across all product experiences

Senior Product Designer – Design Systems

Compliance

• Own and administer the full compliance program for Farther Asset Management, including policy development, ongoing monitoring, and regulatory reporting.
• Lead the review and approval of institutional and retail marketing materials — including performance figures, pitch books, DDQs, and RFPs — applying SEC Rule 206(4)-1 and related guidance.
• Serve as a strategic partner to the marketing team, advising on regulatory requirements early in the content creation process rather than at the end.
• Analyze evolving marketing and distribution rules to assess the commerciality and regulatory soundness of messaging destined for both professional and general-public audiences.
• Communicate compliance requirements clearly and confidently to stakeholders at all levels, from investment professionals to senior leadership.
• Review and provide guidance on client communications, due diligence questionnaires, and requests for proposal across a range of strategies and products.

Director of Compliance

Chief Marketing Officer

• Serve as the strategic and operational extension of the marketing lead — institutionalizing best-in-class marketing processes across planning, execution, and measurement
• Own all weekly and monthly performance analysis, dashboards, and reporting that connect marketing spend to pipeline, client acquisition, retention, and lifetime value
• Lead integrated planning across all marketing disciplines, ensuring messaging, sequencing, and execution are consistent and audience-aligned across all channels and touchpoints
• Drive go-to-market trafficking and launch coordination across channels and functions, partnering cross-functionally with sales, product, finance, data, and CX teams
• Own the development of board presentations, executive updates, and strategic marketing communications, distilling complex data into clear, compelling narratives
• Manage budgets, forecasts, actuals, and year-over-year planning to ensure disciplined resource allocation and measurable return on marketing investment
• Serve as connective tissue across the frontline commercial organization, helping marketing, sales, product, and advisor teams script, sell, and service to the right audiences

Director of Marketing Strategy – Operations

• Design the advisor marketing foundation system, including standards, checklists, and templates for social media profiles, online presence, and local visibility, so advisors have a clear blueprint for a strong digital footprint and deliver measurable ROI from even foundational marketing tactics
• Build prescriptive, lifecycle- and persona-based advisor growth playbooks covering specific cadences, campaigns, and assets that can be executed consistently and deliver measurable ROI
• Incorporate segment-specific positioning and sales materials (HNW, UHNW, institutional) into advisor playbooks and toolkits, ensuring advisors can effectively execute firm strategies in their local markets
• Own advisor-facing enablement for these programs, including "train-the-trainer" sessions, office hours, and materials that equip Marketing Associates to act as growth coaches for their advisor pods
• Lead frequent advisor recruiting marketing calls (roughly one per business day) with advisors considering joining Farther, explaining the firm's growth and marketing capabilities and answering detailed questions about how advisor marketing drives practice growth
• Establish and track a clear KPI framework for advisor-led organic growth, including AUM impact (for example, advisors in programs growing at least 5% faster), advisor adoption of resources, advisors choosing Farther because of its growth platform, and advisor satisfaction with marketing support