Full-Time

Advisor Marketing Manager

Farther

Farther

501-1,000 employees

Personalized wealth management with data-driven guidance

No salary listed

Irving, TX, USA

Hybrid

Hybrid role; some on-site work in Irving, Texas.

Category
Growth & Marketing (1)
Required Skills
Webflow
HubSpot
Word/Pages/Docs
Data Analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides

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Requirements
  • 5-7+ years of marketing experience, ideally including time in financial services, wealth management, or a marketing agency
  • A track record of building marketing programs from scratch, not just executing against an existing playbook
  • Experience mentoring or informally leading others, with genuine interest in growing into a people manager
  • Sharp copywriter who can turn complex financial concepts into clear, compelling content
  • Comfortable measuring and reporting on marketing performance and using it to inform strategy
  • Strong project management skills; you can juggle multiple advisor stakeholders and priorities without dropping the ball
  • Excellent written and verbal communication skills, with an eye for design and a meticulous attention to detail
  • Proficiency with Slack, Google Workspace, Word, Excel, CRMs, and PowerPoint required; HubSpot and Webflow experience strongly preferred
Responsibilities
  • Own the advisor marketing strategy, partnering directly with advisors to sharpen their personal brand and business development efforts
  • Build repeatable marketing programs and playbooks (social calendars, campaign templates, event frameworks) that scale across a growing advisor base
  • Set the editorial and content strategy across digital channels, ensuring every piece of copy sounds like Farther and lands with our audience
  • Lead planning and execution of flagship events, from strategy through logistics through follow-up
  • Track and report on the effectiveness of marketing initiatives, using data to double down on what works
  • Manage relationships with agency and freelance partners, plus our marketing tech stack (HubSpot, Webflow, and beyond)
  • Mentor and guide junior marketing team members today, with the opportunity to formally build and lead a team as the function scales
  • Partner cross-functionally with Sales, Compliance, and Design to bring integrated campaigns to life
Desired Qualifications
  • HubSpot and Webflow experience strongly preferred
  • Direct experience marketing to financial advisors or within the RIA / wealth management space
  • Familiarity with compliance considerations that come with marketing in a regulated industry
  • Prior formal people management experience

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

Series D

Total Funding

$268M

Headquarters

New York City, New York

Founded

2019

Get referred to Farther

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • General Atlantic led Farther’s $150 million Series D in May 2026.
  • Farther reached $23 billion in recruited assets by May 2026.
  • The April 2026 family office launch targets ultra-wealthy families and generational transfers.

What critics are saying

  • Black-box AI advice at a registered adviser invites scrutiny from the SEC and FINRA.
  • Recruiting economics depend on advisor transfers; slower conversions would crush 2026 growth.
  • Large incumbents like Goldman Sachs and Morgan Stanley can copy features and poach advisors.

What makes Farther unique

  • Farther’s AI-native platform bundles planning, execution, tax, and reporting in one workflow.
  • Ben Seidenstein joined in April 2026, bringing Goldman Sachs family-office credibility.
  • Farther’s advisor-first model attracts experienced teams, including Casey Bear’s $225 million book.

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Benefits

Flexible Work Hours

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

2%

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.