Father Gabriel Richard High School - Ann Arbor, Michigan

Financial Planning and Analysis

• Bring your existing client relationships onto Farther's modern platform—then leverage Focus Team resources to grow
• Our coordinated events, market access, and marketing infrastructure open doors that would be impossible to access solo
• Transition & Grow Your Book
• Access New Markets
• Leverage Specialized Knowledge
• Contribute to Team Growth

Financial Wealth Advisor, Focus Team

Manager

• Serve as the dedicated point of contact for assigned advisors throughout their entire transition journey, maintaining proactive weekly communication
• Collaborate with Sales before Discovery Day to understand advisor motivations, goals, and potential concerns
• Create comprehensive Advisor Profiles and practice blueprints that inform all subsequent execution tasks
• Coordinate seamlessly with Transition Pods and Relationship Associates to ensure each launch milestone is met on time
• Capture advisor goals, client segmentation, and technology ecosystem requirements for smooth handoffs
• Own escalation resolution for all transition-related issues, coordinating solutions across Farther departments
• Deliver personalized, concierge-level service that makes advisors feel valued and confident in their decision to join Farther
• Complete pre-Day-One readiness audits for all assigned advisors according to the schedule
• Conduct transition closure debriefs and gather advisor feedback to drive continuous improvement

Advisor Experience Manager

Product Marketing

• Support product launches from planning through execution, helping bring Farther's platform capabilities to market with speed and clarity
• Partner with product teams to understand new features and translate technical capabilities into compelling, client-facing messaging
• Develop marketing collateral and sales enablement tools including pitch decks, one-pagers, case studies, and presentations that drive advisor engagement
• Maintain and organize the product marketing collateral library, ensuring materials are current, polished, and easy to access
• Coordinate and execute multi-channel campaigns (email, social, web, and paid) with cross-functional teams, keeping execution sharp and on-brand
• Draft blog posts, newsletter content, and social copy aligned with the product roadmap
• Support webinar planning and execution
• Conduct competitive analysis and monitor industry trends to inform positioning and messaging strategies
• Research and develop audience-specific messaging for different advisor segments (wirehouses, RIAs, independent advisors)
• Partner with compliance to ensure marketing materials meet regulatory requirements
• Act as a connector across marketing, sales, and product teams to keep projects on track and internal momentum strong

Associate, Product Marketing

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

• 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

Manager, Advisor Marketing Strategy – Enablement

Business Development Rep

• Coordinate Discovery Day logistics end-to-end, delivering a seamless and memorable candidate experience
• Manage calendars and meetings for leadership, protecting time for high-impact work and ensuring the right people are in the right rooms
• Facilitate the sales process execution—tracking candidates through the pipeline and ensuring nothing falls through the cracks
• Coordinate offers and contracts in partnership with HR and Finance, driving deals to close
• Book travel and manage logistics for team events and candidate visits
• Serve as the operational hub across Advisor Recruiting, HR, and cross-functional partners
• Proactively identify inefficiencies and implement solutions before being asked

Business Development Coordinator

General Counsel

• Draft, review, and negotiate vendor contracts, SaaS agreements, and technology transactions across all departments
• Advise Product and Marketing teams on contractual risk mitigation and vendor relationship management
• Develop and implement contract templates and vendor management protocols to streamline legal processes
• Support negotiations on AI-driven technology agreements and emerging fintech legal issues
• Draft, review, and negotiate employment agreements, offer letters, restrictive covenants, and separation agreements
• Advise Human Resources and Recruiting teams on employment law compliance, hiring practices, and performance management
• Support internal workplace investigations and employee relations issues across the organization
• Develop and maintain employee handbook policies aligned with state and federal requirements
• Provide ongoing employment law guidance and process documentation
• Advise on litigation matters involving investment adviser representatives and restrictive covenant disputes nationwide
• Support litigation management and coordination with outside counsel relationships
• Provide legal analysis on restrictive covenant enforceability across different states
• Support paralegal management and legal department workflow optimization
• Advise on document management needs and support implementation of new systems
• Support Form ADV filings, regulatory disclosures, and SEC/FINRA compliance requirements
• Assist with corporate governance matters and corporate records maintenance
• Conduct ongoing legal research on securities laws, data privacy regulations, and emerging fintech issues

Legal Counsel

Full-stack Engineer

• Own and deliver features end-to-end, from understanding business requirements through production deployment
• Work across the full stack, building UIs, designing APIs, and architecting backend services
• Leverage AI tools to ship faster and multiply your effectiveness
• Jump into difficult problems with tenacity, whether production issues, complex debugging, or unfamiliar codebases
• Make autonomous technical decisions and own the outcomes
• Collaborate directly with product, design, and business stakeholders

Senior Software Engineer

Revenue Operations

• Own HubSpot CRM architecture—designing properties, pipelines, workflows, and automations that eliminate manual work
• Build dashboards and reports that give leadership real-time visibility into pipeline health and recruiting performance
• Manage the operational flow of offers and contracts in partnership with HR and Finance
• Identify process bottlenecks and proactively implement solutions before being asked
• Serve as the connective tissue across Advisor Recruiting, HR, and other cross-functional partners

Revenue Operations Associate – Advisor Business Development

LLM Engineer

• Own conversational AI features end-to-end, from requirements through production deployment
• Architect chatbot systems using LLMs, RAG pipelines, and agentic workflows
• Build with professional engineering standards – testing, observability, reliability, redundancy
• Develop guardrails and authorization boundaries for AI agents handling sensitive financial data
• Jump into difficult problems with tenacity – production issues, complex prompt engineering, unfamiliar model behaviors
• Collaborate directly with product, data engineering, and business stakeholders

Senior Conversational AI Engineer

Operations

• Own the end-to-end trading function, including strategy, execution, rebalancing methodology, risk management, and operational oversight
• Establish and govern the firm's rebalancing and trading architecture, ensuring accuracy, resilience, and scalability across custodians, portfolio systems, and internal tools
• Set standards for data integrity, model governance, exception management, and post-trade validation
• Serve as the senior escalation point for complex trading issues, systemic risks, and vendor relationships
• Partner with Engineering and Product to define the trading and rebalancing roadmap, including automation, integrations, and build-vs-buy decisions
• Act as a strategic advisor to executive leadership on trading-related decisions impacting scale, cost, and client experience
• Collaborate with Compliance to ensure trading practices, systems, and controls align with both RIA and broker-dealer requirements
• Define capacity models, performance metrics, and control frameworks to support sustained growth and regulatory rigor
• Build and lead a high-performing trading organization, with clear ownership, accountability, and development pathways
• Drive broker-dealer readiness initiatives across trading supervision, regulatory controls, and compliance frameworks

Director of Trading Operations

Artificial Intelligence

• Build and deliver onboarding, product training, and department-specific training and programs for advisors and corporate teams
• Create effective training materials, e-learning modules, videos, and guides, using AI tools to accelerate development
• Administer the LMS, managing content and users, tracking adoption and course completions, and ensuring an engaging and seamless learner experience
• Partner with subject matter experts to capture departmental processes and translate complex financial concepts into engaging training
• Continuously improve programs based on feedback, assessment data, and business needs
• Develop and utilize assessment tools to evaluate learning effectiveness
• Execute knowledge management initiatives to ensure timely and accurate materials

Financial Wealth Advisor, Focus Team

Advisor Experience Manager

Associate, Product Marketing

Marketing Manager, Enterprise & Strategic Segments

Marketing Manager, Enterprise & Strategic Segments

Manager, Advisor Marketing Strategy – Enablement

Manager, Advisor Marketing Strategy – Enablement

Business Development Coordinator

Legal Counsel

Legal Counsel

Senior Software Engineer

Revenue Operations Associate – Advisor Business Development

Senior Conversational AI Engineer

Director of Trading Operations

Learning & Development AI Specialist