Father Gabriel Richard High School - Ann Arbor, Michigan

Account Manager

• Serve as primary point of contact for 100–125 affluent households — service requests, account updates, money movement, and day-to-day questions
• Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies
• Own the full client meeting cycle — prep, attendance, notes, and all follow-up
• Build relationships deep enough that clients come to you first
• Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review
• Maintain meticulous CRM records and workflows across Farther's platform and planning software
• Coordinate with Farther's centralized ops and investment teams for trade execution and compliance support
• Use AI tools and Farther's platform to work efficiently and scale service quality

Relationship Manager – Servicing Advisor

Vice President

• Leverage the Focus Team's established market access and coordinated events to connect with high-net-worth prospects
• Conduct comprehensive discovery sessions that uncover clients' true financial objectives
• Present customized wealth management solutions using Farther's technology platform
• Participate in the Leadership Development Program as you progress, mentor future advisors, and contribute to expanding into new markets

Associate Vice President – Wealth Advisor

Product Marketing

• Lead complete redesign of our advisor recruitment experience to be more experiential, brand-centric, and memorable - creating evangelism that drives word-of-mouth referrals
• Create comprehensive bill of materials for recruiters including messaging frameworks, pitch decks, competitive battle cards, case studies, and email templates
• Provide deep competitive analysis and positioning for key advisor segments (Independent and Wirehouse advisors) to help our team win in the market
• Develop consistent, scalable advisor experience that brings Farther's Intelligent Wealth Management Platform to life for prospects
• Support training initiatives and provide tools that help our recruitment team effectively communicate Farther's value proposition
• Build and scale sales enablement processes, workflows, and success metrics that can grow with our expanding advisor base

Director, Product Marketing – Sales Enablement

Manager

• Research, prototype, and back test options overlay strategies in Python — covered calls, cash-secured puts, collars, and protective overlays — with realistic assumptions for transaction costs, liquidity, and taxes across SMA accounts
• Support PMs across equity and fixed income verticals by designing and applying derivatives-based overlays suited to each asset class
• Monitor portfolio-level Greeks, exposures, and risk/return outcomes across many smaller accounts within rules-based risk parameters
• Build and maintain research code, data pipelines, and analytics supporting systematic strategy design — signal construction, parameter sweeps, scenario and regime analysis
• Translate research into clear, rules-based strategy specifications and playbooks that can be implemented consistently at scale
• Evaluate new overlay ideas (income generation, hedging, outcome-oriented strategies) and communicate trade-offs clearly to internal stakeholders
• Partner with product managers and engineers to convert manual workflows and research into scalable platform capabilities — strategy engines, trade generation, risk dashboards, monitoring tools
• Support daily P&L, risk, and performance monitoring — including exception handling for unusual portfolio events

Portfolio Manager, Quantitative

• Lead and develop a team of Client Experience Managers and Associates, providing coaching, mentorship, and performance management
• Establish service standards and operational procedures to ensure consistency and excellence across the client experience function
• Drive strategic initiatives to enhance client satisfaction and retention
• Oversee the resolution of complex client inquiries and escalated issues
• Partner with Product and Engineering teams to identify and implement process improvements and new client-facing solutions
• Build and maintain relationships with key stakeholders, including advisors, custodians, and third-party vendors
• Analyze client experience metrics and provide insights to senior leadership on trends and opportunities

Senior Manager, Client Experience

Financial Planning and Analysis

• Assist with model implementation for complex scenarios
• Review and formulate solutions for complicated trading situations
• Gather and proactively provide product feedback to improve our technology
• Provide strategic guidance on investment selection with support from senior team members
• Identify areas for improvement within our processes and solution the change
• Support advisors in utilization of the Farther tools such as proposals and trading features
• Collaborate with trading and operations to ensure smooth execution of advisor or client desired trading outcomes

Investment Strategy Associate

Marketing

• Define and continuously refine segment positioning, messaging, and value propositions for HNW, UHNW, 401k plan sponsors, and institutional audiences, ensuring Farther shows up as a differentiated, modern partner
• Actively participate in and enhance Farther's overall content strategy, ensuring segment needs are integrated into corporate and Advisor Marketing plans for maximum impact and consistency
• Build and execute integrated HNW and institutional marketing plans and targeted digital campaigns that generate qualified leads and support conversion, balancing advisor-led initiatives, targeted campaigns, and corporate programs
• Design, launch, and iterate multi-channel online campaigns (email, webinars, digital content), including AI-powered, automated drip journeys that nurture prospects and deepen engagement over time
• Create scalable sales and advisor enablement materials (decks, one-pagers, playbooks, email templates, event-in-a-box kits) that help advisors consistently win sophisticated private-client and institutional mandates
• Serve as the marketing point of contact for institutional sales materials, elevating the layout, structure, and answer quality of RFP-related content and presentations while the institutional team owns drafting and tracking
• Stand up a practical operating rhythm in the first 90 days, grounded in clear KPIs and reporting, while establishing HNW as a formidable and clearly defined offering within Farther

Marketing Manager – Enterprise & Strategic Segments

Human Resources

• Build, maintain, and continuously improve HR workflows, SOPs, and automation in Rippling — this is the core of the role
• Identify and implement AI and automation opportunities across HR operations — we want someone who sees where the function can work smarter and goes and builds it
• Own end-to-end corporate employee lifecycle administration: onboarding, job changes, offboarding, and everything in between — including Rippling setup, I-9 / E-Verify, documentation, and equipment coordination
• Own the corporate orientation program and internship / contractor hiring workflows
• Maintain the corporate people metrics dashboard; review Lattice survey data monthly and surface action items
• Coordinate corporate payroll entries and partner with Finance on accuracy and multi-state nuance
• Support multi-state HR compliance in partnership with legal and compliance tools
• Complete background checks and broker checks for corporate hires; manage state registration coordination
• Serve as a trusted first point of contact for corporate employees on all HR policy questions

HR Operations Associate

Investment Associate, Options Overlay

• Manage and grow a book of business by delivering comprehensive wealth management services across investments, retirement planning, estate planning, insurance, and tax strategy.
• Transition existing client relationships onto Farther's platform, ensuring a seamless experience for clients throughout the onboarding process.
• Prospect for new clients through referrals, community engagement, professional networks, and direct outreach — maintaining a consistent pipeline of qualified opportunities.
• Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.
• Leverage Farther's technology, planning tools, and support infrastructure to deliver a high-quality, personalized client experience.
• Collaborate with team members on complex client situations, contribute institutional knowledge, and support the development of junior advisors over time.

Financial Wealth Advisor – Advisory Team

• Partner with financial advisors nationwide to perform detailed tax analysis, including marginal rate modeling, Roth conversion analysis, tax-efficient withdrawal strategies, charitable planning, stock option and equity comp planning, and entity-structure implications.
• Collaborate closely with the estate planning team to integrate tax, trust, estate, and investment considerations into unified planning recommendations.
• Review client tax returns to identify planning opportunities related to deductions, credits, loss harvesting, entity selection, and income timing.
• Support the design of tax‑aware investment strategies (e.g., asset location, tax-loss harvesting frameworks, use of tax-efficient vehicles) in coordination with the investment team.
• Take comprehensive client financial data and create detailed financial plans to include scenario modeling, retirement planning, cash-flow analysis and goal-based planning.
• Support advisors in preparing for client meetings by gathering and analyzing relevant financial data
• Contribute to internal tools development, templates, calculators, and workflows that standardize and scale tax and financial planning within our proprietary platform.
• Participate in advisor training, office hours, and webinars to elevate tax and financial planning literacy and adoption across the advisor base.
• Monitor relevant tax law changes and communicate their planning implications to advisors and internal stakeholders.
• Ensure all planning and recommendations adhere to the firm’s fiduciary, compliance, and documentation standards.

Tax Planning Manager

Paralegal

• Guide clients and advisors through the estate planning process for foundational documents — wills, financial powers of attorney, healthcare directives, and revocable living trusts — clarifying options and terminology without rendering legal opinions.
• Facilitate intake and fact-gathering for estate planning matters, including family details, asset summaries, beneficiary intentions, and key decision-makers (executors, trustees, agents, and healthcare representatives).
• Coordinate communication between clients, financial advisors, and external estate planning attorneys — tracking each matter from initial consultation through document execution and trust funding.
• Prepare and organize draft instructions, document summaries, and checklists for review by supervising attorneys or approved outside counsel, ensuring completeness and consistency with client objectives.
• Assist with titling and beneficiary coordination in alignment with estate planning documents, working closely with financial planning, operations, and custodial teams.
• Develop and maintain standardized workflows, templates, and client-friendly educational materials covering wills, POAs, healthcare directives, and revocable trusts.
• Support advisor training and office hours on the estate planning process, common document structures, and best practices for working with outside counsel.
• Maintain meticulous records of client interactions, document status, and key decisions in the firm's CRM and document management systems — ensuring full compliance with firm policies and applicable regulations.

Paralegal Associate – Estate Planning

• 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

• Lead high-impact initiatives including standardized IPS framework and ensuring all proposals align with fiduciary standards and risk tolerance requirements, and vendor management infrastructure.
• Assist in the management and streamlining of the existing portfolio analysis and book review process for new clients and advisors.
• Drive stalled organizational initiatives across project timelines, stakeholder alignment, and execution — ensuring critical programs move from concept to completion.
• Join prospect meetings as a senior investment resource to sharpen the firm’s investment story and increase close ratios through expert communication of value propositions.
• Develop and maintain a vetted directory of third-party providers (asset managers, tax, estate, concierge services), acting as liaison between advisors and external partners. Build evaluation criteria, centralize due diligence, and ensure regular assessment of all external relationships.
• Serve as a representative of Farther Advisors to Farther Asset Management (FAM), leveraging advisor and client feedback to guide the development of new products and services.
• Manage and develop team members within the Investment Solutions function, providing coaching, guidance, and growth opportunities as the team scales.
• Collaborate with marketing, technology, and compliance to ensure investment information is disseminated in a professional, timely, and brand-consistent manner.
• Provide thought leadership and training to help newer advisors articulate the firm’s investment philosophy and navigate common client objections.
• Present the firm’s tactical and strategic asset allocation recommendations and risk frameworks to both internal and external audiences.

Relationship Manager – Servicing Advisor

Associate Vice President – Wealth Advisor

Director, Product Marketing – Sales Enablement

Portfolio Manager, Quantitative

Senior Manager, Client Experience

Investment Strategy Associate

Marketing Manager – Enterprise & Strategic Segments

HR Operations Associate

HR Operations Associate

Investment Associate, Options Overlay

Financial Wealth Advisor – Advisory Team

Tax Planning Manager

Paralegal Associate – Estate Planning

HR Business Partner, Client Experience

Director, Investment Solutions