---
title: 'Director, Investment Strategy at Farther'
canonical: 'https://feeny.ai/job/director-investment-strategy-farther-new-york-j1p5pr6wm6nw'
type: 'job'
last_seen: '2026-09-04'
---

# Director, Investment Strategy at Farther

- **Company:** Farther
- **Location:** New York, NY
- **Work type:** hybrid
- **Posted:** 2026-08-01
- **Last confirmed live:** 2026-09-04
- **Apply:** https://job-boards.greenhouse.io/fartherfinance/jobs/4717088005

## Job description

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

## The Role

The Director Investment Strategy serves as a high-level subject matter expert within the Investment Strategy (IS) team, acting as a crucial resource for Farther Advisors. Reporting to the Director of Investment Solutions, this individual brings deep capital markets expertise to fill critical organizational needs, specifically focusing on complex investment analysis, model building, and providing advisor-facing seniority.

This is a hands-on role where you will balance front-line advisor consultations with rigorous quantitative research, strategic asset allocation, and cross-functional technology development. Your capacity to execute repeatable processes and build scalable solutions will directly drive the firm's growth.

## Your Impact

- Serve as a senior, advisor-facing resource for ad-hoc consultations, providing expert portfolio analysis, transition strategies, and actionable insights to support client acquisition and retention.
- Execute complex investment analysis, model building, and thorough post-call support work to ensure advisors are equipped with data-driven narratives.
- Interface regularly with Product, Design, and Engineering teams to guide the development of internal investment tools.
- Provide ongoing guidance, mentorship, and development support to junior members of the Investment Strategy team as the group scales.

The Ideal Match

- CFA designation (or equivalent), with an advanced degree in finance, economics, or a related field.
- Extensive experience as a client-facing portfolio manager, investment strategist, or senior analyst within an RIA, wirehouse, or multi-asset team.
- A proven "coach" mentality with the diplomatic skills necessary to respectfully challenge deeply held investment beliefs and navigate disagreements with advisors. • Strong technical proficiency in building strategic asset allocation frameworks and conducting quantitative and risk analysis.

farther.com PAGE 2 OF 3

- An entrepreneurial mindset with the agility to adapt to the evolving needs of a growing wealthtech firm.
- Comfort using AI tools to support financial modeling and process enhancement.

Bonus Points

- Experience working closely with software engineers or product teams to automate investment workflows.
- Advanced proficiency with tools like Bloomberg and Morningstar, and facility with AI assistants (e.g., Claude) and scripting languages (e.g., Python) to create scalable processes and reduce manual data analysis.
- Prior experience navigating complex portfolio transitions or building tax-aware investment models.
- Familiarity with reviewing external manager strategies or supporting an open-architecture investment platform.

## Why Join Us — FOR NON-TECH ROLES

- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
- Ready to disrupt wealth management? Let's talk!

Ready to disrupt wealth management? Let's talk!

## About Farther

## Company Overview
- **One-liner**: Farther is an intelligent wealth management platform that combines proprietary technology with expert financial advisor guidance to unlock greater wealth for clients.
- **Entity Type**: Private (Series C, $118M total funding)
- **Headquarters**: New York, New York, United States
- **Founded**: 2019
- **Founders**: Brad Genser (Co-Founder & CTO), Taylor Matthews (Co-Founder & CEO)

## Core Business
- **Primary industry**: Wealth Management / Financial Services
- **Target customers**: High-net-worth individuals (B2C) and financial advisors (B2B); serves both clients directly and partners with wealth managers.
- **Mission or purpose**: To build the future of wealth management by marrying cutting-edge technology with human expertise, delivering a seamless, tax-intelligent, and personalized wealth experience.

## Products & Services
- **Intelligent Wealth Platform**: A proprietary, all-in-one wealth management platform that provides tax-intelligent solutions, access to private markets, portfolio customization, cash management, centralized document hub, and streamlined collaboration between clients, advisors, CPAs, and attorneys. (SaaS / Platform)
- **Farther Asset Management**: In-house investment products and managed portfolios, alongside offerings from BlackRock, Vanguard, and Fidelity.
- **Wealth Advisory Services**: Personalized financial planning and investment management delivered by experienced advisors powered by the platform.

## Market Standing
- **Valuation**: Not publicly disclosed
- **Key Metric**: $23B in recruited assets (as of May 2026, proprietary data) [farther.com](https://www.farther.com/); annual revenue of $13.1M (LinkedIn estimate) [linkedin.com](https://www.linkedin.com/company/fartherfinance)
- **Total Funding**: $118M across multiple rounds, including a $72M Series C led by Viewpoint Ventures and CapitalG (Google’s growth fund) in October 2024 [linkedin.com](https://www.linkedin.com/company/fartherfinance)
- **Notable Investors/Partners**: Lightspeed Venture Partners, Viewpoint Ventures, CapitalG
- **Growth Signals**: Named #1 fastest-growing financial services firm in the US by Inc. 5000 (2025) with 11,968% revenue growth over three years; 358 employees (+65.1% YoY); over 200 wealth managers and 19,000+ clients; acquired SignalPoint Asset Management in January 2025; opened offices in San Francisco, Dallas, and Irving [farther.com](https://www.farther.com/) | [linkedin.com](https://www.linkedin.com/company/fartherfinance) | [builtin.com](https://builtin.com/company/farther)

## Competitive Advantages
- **Proprietary technology**: A custom-built Intelligent Wealth Platform that eliminates the pain points of legacy systems — offering tax optimization, automated data reconciliation, and execution intelligence.
- **Advisor-centric model**: Frees advisors from administrative burdens (90% of advisor time spent on client wealth-building, not admin) to focus on strategic guidance, leading to 3x organic advisor growth vs. industry average [farther.com](https://www.farther.com/).
- **Tax-intelligent investing**: Built-in tax optimization that aims to improve after-tax returns by ~1-3%.
- **Access to private markets**: Curated alternative investments typically unavailable to individual investors.

## Strategic Focus
- **Scaling the advisor network**: Actively recruiting wealth advisors and expanding remote/hybrid teams across the US.
- **Technology leadership**: Continuing to invest in AI-native data platform, mobile engineering, and product design to enhance the platform’s intelligence and user experience.
- **Product expansion**: Growing Farther Asset Management and adding new investment products, including quantitative portfolio management.
- **M&A**: Pursuing strategic acquisitions (e.g., SignalPoint Asset Management) to accelerate growth and capabilities.

## Why Work Here
- **Culture**: Collaborative, innovation-driven environment with a focus on raising the bar in client experience. Values include collaboration, innovation, and integrity [farther.com](https://www.farther.com/about-us).
- **Work model**: Hybrid and remote options available depending on role. Offices in New York (HQ), San Francisco, Dallas, and Irving, Texas. Flexible on-site expectations [builtin.com](https://builtin.com/company/farther).
- **Growth and impact**: Rapidly scaling company (#1 fastest-growing financial services firm) offering significant career advancement opportunities. 43 open positions as of mid-2026 across engineering, design, wealth management, marketing, compliance, and more [greenhouse.io](https://boards.greenhouse.io/fartherfinance).
- **Engineering culture**: Strong emphasis on proprietary technology; product + tech team of ~60 employees. Roles include AI-native data platform engineers, senior/staff software engineers, and mobile engineers working on cutting-edge fintech.
- **Perks**: Not explicitly detailed in search results, but the company highlights top-tier talent, executive coaching, and performance management as part of the employee experience.

## Sources
1. [farther.com](https://www.farther.com/) – Company homepage and platform details
2. [farther.com/about-us](https://www.farther.com/about-us) – Leadership, mission, and culture
3. [linkedin.com](https://www.linkedin.com/company/fartherfinance) – LinkedIn company page (financials, funding, headcount, acquisitions)
4. [builtin.com](https://builtin.com/company/farther) – Built In profile (offices, perks, employee count)
5. [greenhouse.io](https://boards.greenhouse.io/fartherfinance) – Careers page (open roles, departments)

## Other roles at Farther

- [Accounting Associate](https://feeny.ai/job/accounting-associate-farther-irving-3f3p0d12wmmx) — Irving, TX
- [RFP & Project Specialist – Institutional Advisory](https://feeny.ai/job/rfp-project-specialist-institutional-advisory-farther-location-gx1nq8djv23d) — Location
- [BD Specialist – Institutional Sales & Outreach](https://feeny.ai/job/bd-specialist-institutional-sales-outreach-farther-remote-pp25p19y63fn)
- [Client Experience Associate, Advisor Dedicated](https://feeny.ai/job/client-experience-associate-advisor-dedicated-farther-irving-2y01ypwf18e1) — Irving, TX
- [Senior Manager, Data Engineering](https://feeny.ai/job/senior-manager-data-engineering-farther-new-york-e57q6dvf3vrj) — New York, NY
- [Advisor Marketing Manager](https://feeny.ai/job/advisor-marketing-manager-farther-irving-m5fs0cm9g6t2) — Irving, TX
- [Marketing Manager, Multimedia Producer](https://feeny.ai/job/marketing-manager-multimedia-producer-farther-new-york-ny-or-dallas-fxygaympp3wv) — New York NY OR Dallas, TX
- [AVP, Wealth Advisor](https://feeny.ai/job/avp-wealth-advisor-farther-remote-qgaqs7y49d5k)
- [Wealth Advisory - Relationship Manager](https://feeny.ai/job/wealth-advisory-relationship-manager-farther-austin-zw4vc2fw5mr4) — Austin, TX
- [Senior Talent Partner (Advisor Practice)](https://feeny.ai/job/senior-talent-partner-advisor-practice-farther-new-york-aa1a0ya4tdxe) — New York, NY