Father Gabriel Richard High School - Ann Arbor, Michigan

Producer

• Own end-to-end production for advisor video and multimedia content, from shoot scheduling through final publish
• Coordinate remote and in-person recording sessions using tools like Riverside
• Quality-check AI-assisted edits and bring each piece to a polished, publish-ready state
• Build and maintain a production tracker covering every piece of content, its status, owner, and turnaround
• Partner directly with advisors and marketing associates to plan shoots, gather footage, and set clear timelines
• Route content through Farther's compliance review process and manage edit cycles
• Produce original video assets beyond advisor shoots, including short-form social content and program explainers
• Build repeatable templates and playbooks so the program can scale without starting from scratch each time
• Travel to Dallas and New York for shoots and events as needed
• Report on production throughput, bottlenecks, and quality

Marketing Manager, Multimedia Producer

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

Operations

• Maintain our webpages and manage edits to pages from various team members, collaborating across marketing
• Manage the upload and ongoing maintenance of Google Business Profiles as new advisor profiles are onboarded, and handle Google support verification follow-ups
• Execute advisor microsite updates and edits, routing content changes through to the live site on a recurring basis
• Perform routine QA and maintenance on proprietary internal marketing tools — flag bugs, broken links, rendering issues, and assist with testing new features and functionality; escalate to the appropriate team member for resolution
• Assist with writing PRD documentation for new tools, functionality, and features in our internal marketing system
• Help maintain structure and hygiene of shared G Drive folders in Google Workspace
• Build and execute emails in HubSpot for team members across marketing
• Manage send lists, handle data hygiene, and process opt-outs in HubSpot
• Handle end-to-end event logistics: create Zoom events, build registration pages, send invitations, and coordinate post-event communications
• Import and manage contact and organization lists sourced from GuideStar, ZoomInfo, and other tools for the Institutional and Growth teams
• Support lead verification and deduplication for inbound advisor leads using tools like LinkedIn, BeenVerified, and FINTRX; flag and merge duplicate records to maintain list integrity
• Manage AdvisorFinder.com listings and maintain advisor profiles on-platform
• Drive automation for performance monitoring and dashboards for leadership updates
• Support Growth team reporting on program performance monitoring

Senior Associate, Digital Operations

Vice President

• Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination
• Support senior advisor client relationships and take on increasing ownership over time
• Handle new client inquiries and leads — turning warm introductions into long-term relationships
• Prospect for new clients through referrals, community engagement, and professional networks
• Leverage Farther's technology and planning tools to deliver a high-quality, personalized client experience
• Contribute to team operations and support internal succession planning as the practice grows

AVP, Wealth Advisor

Public Relations

• Support Farther's external communications narrative under the direction of marketing leadership.
• Translate platform and product innovation into compelling advisor value stories.
• Identify and flag perceptual and reputational risks for leadership consideration.
• Execute a proactive PR strategy aligned to advisor and client growth objectives.
• Pursue national, fintech, and wealth management media coverage in partnership with PR leadership.
• Amplify company milestones through coordinated earned media efforts.
• Support executive positioning as category-defining voices in wealth management.
• Assist with media prep, bylines, interview coordination, and speaking opportunities.
• Execute internal communications strategy that unifies HQ and Farther's distributed advisor network.
• Support executive messaging, narrative development, and how decisions land across employees, advisors, and stakeholders.
• Assist with growth and change communications around M&A, advisor onboardings, restructurings, and platform rollouts.
• Manage internal comms channels including the editorial calendar across Slack, email, town halls, and all-hands.
• Partner with the People Team to build engagement and culture, celebrating wins like AUM milestones and award recognition.
• Track engagement, sentiment, and adoption KPIs to sharpen communications strategy.
• Support crisis communications alongside Legal, Compliance, and senior comms leadership.
• Draft and edit executive communications including all-hands content, advisor announcements, and company-wide memos.
• Support employer brand initiatives across the firm.

Senior Manager, PR & Communications

General

• Support end-to-end M&A processes across target identification, due diligence, deal execution, and integration
• Assist in developing and refining Farther’s acquisition go-to-market strategy by working with internal teams and external sourcing partners
• Build and maintain financial models, valuation analyses, and committee memoranda to support investment decisions
• Conduct thorough due diligence on potential acquisitions, synthesizing findings into clear, actionable recommendations
• Help structure and negotiate deal terms under the guidance of senior leadership, gaining hands-on transaction experience
• Support post-merger integration efforts, coordinating across operations, finance, legal, and compliance to drive smooth transitions
• Contribute to building Farther’s industry presence by engaging with prospective sellers and RIA networks

M&A Corporate Development Associate

• Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance
• Advise on sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transfer
• Collaborate with the investment team on alternative investment opportunities including private equity, venture capital, and direct investments
• Coordinate concierge services including bill pay, private aviation, real estate management, and family governance support
• Regularly review client portfolios and recommend adjustments as circumstances and market conditions evolve
• Maintain accurate documentation and ensure adherence to all regulatory and fiduciary standards

Wealth Advisor – Ultra High Net Worth

Wealth Advisor, Ultra High Net Worth

• Execute and manage trades across RIA advisory accounts and advisory platforms, ensuring accurate order entry, allocation, and settlement.
• Oversee the end-to-end trade lifecycle, including order management, trade confirmation, allocation, and post-trade reconciliation across equities, ETFs, mutual funds, and fixed income.
• Monitor trading activity to identify exceptions, discrepancies, or settlement breaks, and lead investigations through resolution.
• Partner with Compliance and Operations leadership to ensure adherence to FINRA, SEC, and firm trading policies.
• Support trade execution for advisors during large asset transitions, portfolio restructures, and client-driven trade activity, including portfolio rebalancing and model implementation.
• Identify opportunities to streamline trading workflows and reduce manual operational risk; partner with technology and operations teams to enhance trading systems and automation capabilities.
• Contribute to the design and documentation of scalable trading procedures and operational playbooks as the firm grows.

Senior Trading Associate

• Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels
• Assist clients with account opening, transfers, and other ongoing tasks
• Monitor client accounts and proactively address issues as they arise
• Identify opportunities to improve the client experience function

Senior Client Experience Associate

• Own calendar and scheduling support for an advisor or CX pod — coordinating client, prospect, and internal meetings with precision and follow-through
• Handle inbound phone support in a professional, receptionist-style capacity — routing calls, distributing voicemails, and screening unwanted outreach
• Manage expense reimbursements and mileage tracking via Ramp, plus coordinate travel logistics
• Prep and maintain weekly reports, CRM updates, and physical meeting materials so everything's accurate and ready when needed
• Coordinate client appreciation gifts, event logistics, and compliance tracking with our marketing and compliance teams
• Be the connective tissue between advisors, CX team members, and internal partners — communicating clearly, moving fast, and staying organized across it all

Advisor Support Coordinator

Account Manager

• Own the day-to-day client relationship: proactively managing touchpoints, tracking key life events, and making sure nothing falls through the cracks
• Serve as the primary liaison between clients and the service team, escalating issues with urgency and following through until resolved
• Maintain a meticulous CRM: keeping client records, notes, and activity logs current and accurate
• Coordinate client onboarding, account transitions, and service requests in partnership with operations
• Prepare the advisor for client meetings: gather materials, take notes, and own post-meeting follow-up
• Anticipate client needs and flag opportunities to deepen relationships or expand share of wallet

Wealth Advisory – Relationship Manager

Affiliate Manager

• Own full-cycle recruiting for advisor practice roles, including junior financial advisors, associate advisors, RIA non-advisor Staff, and relationship managers
• Partner directly with advisor team leads to conduct intakes, build search strategies, and set realistic hiring timelines
• Source proactively into the wealth management talent market: broker networks, RIA pipelines, custodian alumni, and direct outreach
• Navigate advisor compensation structures including payout grids, transition packages, and book-of-business considerations with fluency
• Build and manage a warm pipeline of advisor-track talent across markets, including New York and Dallas and remote across the US
• Manage full candidate experience from first outreach through offer close — including competitive offer strategy and counter negotiations
• Partner with Senior Talent leaders on headcount planning, market intelligence, and advisor growth initiatives
• Maintain clean Greenhouse data and keep all stakeholders informed at every stage

Senior Talent Partner – Advisor Practice

Recruitment

• Coordinate recruiting operations across the talent team — own scheduling for recruiter screens, hiring manager interviews, and Farther Day panels, with clean handoffs at every stage
• Maintain data accuracy in Greenhouse: keep candidate stages updated, track notes, and flag any gaps for the recruiting team
• Provide executive support to the Senior Talent Manager and VP of People: help manage calendars, schedule internal and external meetings, and handle logistics for time-sensitive priorities
• Own the new hire onboarding experience for NYC: workspace setup, badge access, day-one welcome, and office orientation
• Manage day-to-day office operations, including supply ordering, vendor coordination, maintenance requests, and general facilities upkeep
• Support Discovery Day logistics for prospective advisors, building registration, guest access, room prep, and day-of hospitality
• Continuously look for ways to streamline processes and use technology (including AI tools) to make the team more efficient

Marketing Manager, Multimedia Producer

Marketing Manager – Enterprise & Strategic Segments

Senior Associate, Digital Operations

AVP, Wealth Advisor

Senior Manager, PR & Communications

M&A Corporate Development Associate

Wealth Advisor – Ultra High Net Worth

Wealth Advisor, Ultra High Net Worth

Senior Trading Associate

Senior Trading Associate

Senior Client Experience Associate

Advisor Support Coordinator

Wealth Advisory – Relationship Manager

Senior Talent Partner – Advisor Practice

Office & Recruiting Operations Coordinator