F

Farther

Personalized wealth management with data-driven guidance

Staff Product Designer - Investment Products

Full-Time
No salary listed
Senior, Expert
New York, NY, USA
Hybrid
Product & Experience DesignProduct Design

About the job

Requirements
  • 8+ years of product design experience with deep expertise in complex, data-rich digital products
  • Proven track record designing investment, trading, wealth management, or financial analytics platforms — institutional or retail
  • Strong understanding of investment concepts including market data and pricing mechanics, order types and execution flows, portfolio construction and asset allocation, and performance, risk, and return analytics
  • Expert-level proficiency in Figma (components, auto layout, variants, prototyping) and experience evolving design systems at scale
  • Strong systems thinker who can operate across multi-step workflows and interconnected product surfaces
  • Comfortable operating in ambiguity and rapidly translating loosely defined problems into structured, testable solutions
  • High-agency collaborator who thrives in fast-paced startup environments and can independently drive work from concept to execution
  • Strong communication skills with the ability to tailor narratives across users, engineers, and executive stakeholders
Responsibilities
  • Drive end-to-end product design across discovery, definition, prototyping, validation, and final execution with high velocity and exceptional craft
  • Shape design direction for complex investment workflows — portfolios, order execution, asset allocation, performance, and risk — translating them into clear, actionable user experiences
  • Partner closely with Product and Engineering to define strategy, surface constraints, and drive high-impact investment product decisions
  • Design and validate solutions through rapid prototyping, experimentation, and structured user feedback loops
  • Create high-fidelity designs, interactive prototypes, and decision-driving artifacts that directly influence product direction
  • Transform dense financial and market data into clear, usable visualizations, dashboards, and decision-support tools
  • Contribute to and evolve a scalable design system that supports speed, consistency, and product complexity
  • Leverage AI, automation, and modern design tooling to accelerate exploration, iteration, and production readiness
  • Elevate design quality and thinking across the organization through critique, feedback, and informal mentorship
  • Act as a strategic thought partner to Product and Engineering — helping shape roadmap priorities within the investment domain
  • Clearly articulate design rationale grounded in user behavior, financial logic, and business outcomes
Desired Qualifications
  • Familiarity with AI-assisted design workflows, no-code tools, and design-to-code pipelines
  • Experience mentoring or informally leading other designers in high-growth environments
  • Experience working with real-time market data, trading infrastructure, or institutional investment systems
  • Background in designing for quantitative or analytical user personas — traders, portfolio managers, or RIAs

About the company

F

Farther

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Farther is a financial technology company that provides personalized wealth management and financial advisory services. It targets clients who want to grow wealth for future generations by offering tailored financial planning, investment strategies, and ongoing guidance. The product works through Farther’s proprietary platform, which equips advisors with smart tools to deliver data-driven advice and proactive support. Advisors can access a wide range of public investment strategies and select alternative investments to optimize each dollar invested, while being supported by a cross-disciplinary team of experts (financial planners, estate attorneys, CPAs, insurance specialists, and more). Revenue comes from fees charged for wealth management services. Farther stands out by aligning its advisors’ incentives with clients’ interests, providing unbiased guidance, and combining advanced technology with a comprehensive, team-based advisory approach to deliver personalized financial support.

Company Size

501-1,000

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

$268M

Headquarters

San Francisco, California

Founded

2019

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Simplify Jobs

Simplify's Take

What believers are saying

  • Farther added 29 advisors in Q1 2025 and 27 more in Q2 2025.
  • Asset pipeline exceeded $13 billion by August 2025, signaling strong recruiting momentum.
  • Taylor Matthews said Farther reached 646 employees by July 31, 2026, sustaining expansion.

What critics are saying

  • Edelman sued former Farther advisor John Carey in March 2025 for client poaching.
  • Farther rejects non-solicits, inviting expensive advisor raids and nonstop client portability fights.
  • Its services-heavy model needs relentless recruiting; AUM growth stalls if advisor inflows slow.

What makes Farther unique

  • Farther launched Family Office on April 9, 2026, targeting UHNW complexity without minimums.
  • Its advisor platform combines proprietary technology, multi-custody operations, and bespoke planning workflows.
  • SignalPoint’s January 2025 partnership showed Farther can absorb $650 million RIAs quickly.

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Benefits

  • Flexible Work Hours

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

1%

2 year growth

0%
Yahoo Finance
May 21st, 2026
Farther Raises $150M In Series D Led by General Atlantic

The fundraising round is Farther’s second in less than a year as it continues to try and recruit advisors to its homegrown wealth platform.

Axios
May 20th, 2026
Wealth-tech startup Farther raises $150M Series D led by General Atlantic

Farther Finance, an AI-enabled wealth management firm for financial advisers, has raised $150 million in Series D funding led by General Atlantic, CEO Taylor Matthews told Axios exclusively. The investment highlights how artificial intelligence has renewed venture capital interest in wealth management firms, a sector previously considered too services-heavy to deliver strong venture returns. AI capabilities are now making these businesses more attractive to investors seeking scalable technology-driven solutions in financial services.

National Today
Apr 19th, 2026
Farther Finance Advisors boosts Dominion Energy stake 91% to $3.08M

Farther Finance Advisors has increased its stake in Dominion Energy by 91% during the fourth quarter, according to a recent SEC filing. The institutional investor now owns 52,486 shares of the utilities provider, valued at $3.08 million. The firm acquired an additional 25,010 shares during the quarter. Dominion Energy's share price has ranged from $51.42 to $67.57 over the past 52 weeks, closing at $62.38 on Friday. The investment move reflects growing institutional confidence in Dominion Energy, one of the largest regulated utility companies in the United States. The company's diverse energy portfolio includes nuclear, natural gas and renewable sources, positioning it as an attractive long-term investment during the transition to cleaner energy.

WealthTech Strategy
Apr 10th, 2026
Farther launches multi-family office, setting a new standard for generational wealth management.

Farther launches multi-family office, setting a new standard for generational wealth management. * Farther has officially launched a dedicated multi-family office to provide specialized wealth management services for ultra-high-net-worth families. * The new offering integrates the firm's proprietary technology platform with bespoke advisory solutions to manage complex financial structures. * The multi-family office focuses on generational wealth transfer, estate planning, and sophisticated tax optimization strategies. * Families gain access to real-time reporting and visibility across diverse and illiquid asset classes through a centralized digital interface. * This expansion is designed to bridge the gap between traditional family office services and modern, tech-enabled wealth management. * Farther's approach incorporates philanthropic planning and family governance to ensure the long-term preservation of family legacies. * The launch follows a period of significant institutional growth and increasing demand for integrated, high-touch financial services. Knote: It's not exactly in its Family Office as-a-Service theme, but close. And if WealthTech Strategy Partners LLC know Farther, they are going to make extensive use of technology to create at least a semi-scaled product for the advisor.

Yahoo Finance
Apr 9th, 2026
Farther launches family office division, hires ex-Goldman advisor who managed $1.5B

Farther, a New York-based registered investment adviser, has launched a multi-family office division for ultra-high-net-worth families. The firm has hired Ben Seidenstein, former Goldman Sachs private wealth adviser who managed $1.5 billion in assets over 13 years, to lead the new unit as global head. The family office will have no minimum asset requirements, targeting entrepreneurs and builders who may experience large asset gains from liquidity events. Seidenstein said the division will differentiate itself through Farther's artificial intelligence-driven platform, avoiding the product allegiances that create conflicts at traditional institutions. Founded in 2019, Farther has grown to more than $15 billion in assets under management. The move follows similar family office launches by other large RIAs, including Summit Wealth Group and Wealthspire, capitalising on anticipated generational wealth transfers.