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Farther

👥 251-500💰 $72,000,000 Series C 2 months agoConsultingFinancial ServicesWealth ManagementFinanceFinTech💼 Private Company
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Farther is a technology-driven wealth management firm revolutionizing the industry by combining expert financial advisors with cutting-edge technology. We cater to high-net-worth individuals and professionals seeking a holistic and personalized approach to managing their finances. Our data-driven platform empowers advisors to deliver efficient and comprehensive services, setting a new standard in wealth management. We leverage a robust technology stack including React, TypeScript, Bun, and CockroachDB, fostering a collaborative and innovative engineering culture that prioritizes frequent releases and exceptional user experiences. Our remote-first work environment allows us to attract top talent globally and offers flexibility and work-life balance. We champion a culture of entrepreneurial spirit and teamwork, fueled by a passion for empowering both clients and colleagues to achieve more. Backed by top-tier venture capital firms and boasting $7 billion in assets under management, Farther is experiencing rapid growth. Our recent Series C funding round demonstrates investor confidence in our innovative approach and market potential. We're building the future of wealth management, and we're looking for talented individuals to join our expanding team.

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Jobs at this company:

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🔥 Senior Full-stack Engineer
Posted 3 days ago

🧭 Full-Time

🔍 Wealth management

  • 7+ years of experience building services/apps in production as a full-stack developer.
  • Experience in investment or investment-adjacent domains.
  • Strong ability to communicate actively, especially in a remote setting.
  • Enjoy fast-paced environments and embrace change, adapting quickly.
  • Ability to think functionally and love using strict types.

  • Be a product-focused software engineer prioritizing quick delivery of exceptional user experiences.
  • Leverage Typescript to create high-quality, strictly-typed code.
  • Draft and review specification documents for new features.
  • Translate designs and wireframes into screens and components.
  • Develop backends for features including domain modeling and data layer design.
  • Build and maintain abstractions, patterns, and internal libraries.
Posted 3 days ago
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🔥 Lead Generation Sales Leader
Posted 4 days ago

🔍 Wealth management and financial services

  • 7+ years of sales leadership experience, with at least 3 years leading lead generation or SDR teams.
  • Proven track record of building and scaling high-performing sales development teams.
  • Deep understanding of wealth management and financial services sales processes.
  • Experience with sales technology stack implementation and optimization.
  • Strong analytical skills for data-driven decision-making.
  • Excellence in process development and team training.
  • Bachelor's degree required; advanced degree or industry certifications preferred.

  • Build and lead a high-performing lead generation team that drives sales organization growth.
  • Develop and implement strategies to optimize lead qualification and conversion across sales channels.
  • Create performance metrics and systems to track effectiveness and identify improvements.
  • Collaborate with marketing for aligned lead generation efforts with company initiatives.
  • Design training programs to enhance team capabilities and ensure high performance.
  • Establish processes for efficient lead handling and conversion maximization.
  • Partner with sales leadership for smooth handoff and alignment between teams.
Posted 4 days ago
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🔥 FAM Portfolio Manager
Posted 4 days ago

🔍 Wealth management

  • 10-15 years of experience at a prestigious asset management firm, particularly in roles focused on quantitative investment solutions or multi-asset portfolio management.
  • Proven track record managing tax-aware equity strategies or direct indexing portfolios.
  • Experience working at leading global asset management firms serving private wealth clients.
  • Deep expertise in portfolio construction, risk management, and quantitative methods.
  • Strong technical background with understanding of systematic investment approaches.
  • Excellence in communicating complex investment concepts to various stakeholders.
  • Bachelor's degree required; advanced degree in relevant field preferred.
  • CFA designation preferred.

  • Lead the development and management of SMA strategies across asset classes, with emphasis on tax-aware and direct indexing approaches.
  • Design and implement quantitative investment solutions that deliver superior client outcomes.
  • Build and maintain systematic portfolio management processes and frameworks.
  • Create and communicate clear investment rationales and methodologies.
  • Collaborate with technology teams to implement and scale investment strategies.
  • Partner with client-facing teams to articulate investment approaches and portfolio decisions.
  • Drive innovation in portfolio customization and tax management strategies.
Posted 4 days ago
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🔥 Advisor Success Platform Leader
Posted 4 days ago

🔍 Wealth management

  • 8+ years of experience in wealth management practice management or advisor development.
  • Proven track record of designing and implementing successful practice management programs.
  • Deep understanding of wealth management operations and technology.
  • Experience leading organizational change and driving adoption of new processes.
  • Strong analytical skills with the ability to translate data into actionable insights.
  • Excellence in relationship building and stakeholder management.
  • Bachelor's degree required; relevant advanced degree or industry certifications preferred.

  • Design and implement comprehensive practice management programs that drive advisor growth and efficiency.
  • Create scalable frameworks for advisor operations, including workflow optimization and technology adoption.
  • Develop and lead training programs focused on practice development, client service excellence, and platform utilization.
  • Build and maintain performance metrics and KPIs to track advisor success and practice health.
  • Lead the creation of best practices documentation and resource libraries.
  • Partner with technology teams to identify and implement tools that enhance advisor efficiency.
  • Establish mentorship and coaching programs to accelerate advisor development.
  • Create systematic approaches to identify and resolve operational bottlenecks.
Posted 4 days ago
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🔥 Retiring Advisor M&A Manager
Posted 4 days ago

🔍 Wealth management

  • 8+ years of relevant experience in business development, corporate development, M&A advisory, private equity, or investment banking.
  • MBA from a top-tier institution.
  • Strong understanding of finance principles and deal construction.
  • Proven track record in executing M&A transactions.
  • Excellence in relationship building and stakeholder management.
  • Strong financial modeling and valuation skills.
  • Demonstrated ability to communicate persuasively and discuss economics with potential sellers.
  • Resilient and results-oriented approach.
  • Series 7 and 63 licenses preferred.

  • Lead end-to-end M&A processes, from target identification through deal execution and integration.
  • Strategically build the industry's best acquisition go-to-market strategy, leveraging the Farther platform.
  • Develop compelling business cases for sellers while generating strong economics for the company.
  • Build and maintain relationships with key stakeholders in the top 20 RIA aggregators.
  • Create comprehensive valuation models and conduct thorough due diligence on potential acquisitions.
  • Structure and negotiate complex deal terms that align with Farther's strategic objectives.
  • Design and implement post-merger integration strategies to ensure successful transitions.
  • Collaborate with operations, product, recruiting, finance, legal, and compliance teams to execute deals efficiently.
  • Build an industry network and cement Farther as the acquirer of choice.
Posted 4 days ago
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