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Farther

Personalized wealth management with data-driven guidance

Director – Advisor Business Development

Account ExecutiveConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • At least 5 years of sales or business development experience, with a consistent record of exceeding quota.
  • Experience building pipeline through personal outbound efforts, including cold calling.
  • Experience working with sophisticated buyers through sales cycles lasting months.
  • A bachelor's degree.
  • Flexibility to travel to Dallas for priority prospect meetings.

Responsibilities

  • Source and engage established advisors and teams through targeted outbound efforts, referrals, and personal networks.
  • Develop early conversations into qualified opportunities and book meetings with appropriate decision makers.
  • Understand each advisor's practice economics, growth goals, and client base, and tailor Farther's value proposition accordingly.
  • Grow into owning the full recruiting cycle, from platform demonstrations through signed agreements, as track record is established.
  • Consistently meet pipeline and meeting targets while building toward annual assets-under-management goals.

Desired Qualifications

  • Experience recruiting or selling to financial advisors, registered investment advisors, or wealth management firms.
  • An existing network within the independent advisor community.
  • Understanding of custody platforms and advisor transition economics.
  • Hands-on experience with Salesforce or HubSpot.

About the Company

Farther

Personalized wealth management with data-driven guidance

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, CA
Founded
2019

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