--- title: 'Marketing Manager, Advisor Growth Systems at Farther' canonical: 'https://feeny.ai/job/marketing-manager-advisor-growth-systems-farther-new-york-9ff8xae5dffp' type: 'job' last_seen: '2026-09-11' --- # Marketing Manager, Advisor Growth Systems at Farther - **Company:** Farther - **Location:** New York, NY - **Work type:** hybrid - **Posted:** 2026-01-27 - **Last confirmed live:** 2026-09-11 - **Apply:** https://job-boards.greenhouse.io/fartherfinance/jobs/4654022005 ## 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 This role runs Farther's advisor growth systems day-to-day: owns the content library lifecycle, authors and enforces the operating processes, drives projects across stakeholders, and keeps the machine moving and improving across hundreds of advisors. You'll be measured on operational excellence and marketing results at scale — contributing meaningfully to strategy and direction set by Advisor Marketing and cross-functional leadership. This is for someone who is energized by content systems, process design, and project delivery — and who knows that in a fast-scaling firm, what gets shipped is determined by who runs the operating model. ## Your Impact - Own the lifecycle (intake, editorial review, publication, retirement) of marketing content and component library. Keep the library fresh as ICPs, brand, and services evolve. - Author and operate the workflows that make advisor marketing happen at scale: compliance review, content production, HubSpot day-to-day operations for advisor marketing, advisor request intake, asset distribution. - Maintain the inventory of agents and their inputs; refresh prompts and components as the underlying strategy evolves; run regular spot checks for quality drift; operate the human-in-the-loop review layer on AI outputs before they reach advisors. - Author and maintain advisor-facing and team member enablement. - Drive cross-functional projects to completion across teams and departments. - Track and report analytics for advisor-led organic growth and surface insights. - Lead prospective advisor recruiting calls, articulating Farther's marketing growth capabilities The Ideal Match - 5-8 years in B2B2C marketing, wealth management marketing, or content/systems roles directly serving professionals in a service industry. - Demonstrated track record in building and maintaining structured, reusable systems such as content libraries and resource hubs. - AI-native. Daily user of Claude, ChatGPT, or Gemini for real work. Has shipped and maintained something built around an LLM (a Project, a Gem, a custom GPT, an internal tool, a structured prompt library). Can talk fluently about retrieval, system prompts, metadata, and where AI quality breaks down. - Strong project management discipline, working on parallel workstreams, and pushing things over the line without dropping handoffs. - Process designer to know how to build processes, identify broken workflows, and rebuild them. - Comfortable defining and measuring KPIs, establishing and using dashboards, surfacing insights, and using data to prioritize. - Collaborative operator who treats Compliance, Integrated Marketing, Recruiting, Advisor Experience, and Product as partners rather than gates. Bonus Points - Collaborative operator who enjoys serving as the "last mile" for firm-level strategies, working closely with Integrated Marketing, Recruiting, Advisor Experience, and RIA Leadership to scale a coaching-centric advisor growth model ## Why Join Us - 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! ## 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 - [Senior Frontend Engineer, Conversational & Gen UI](https://feeny.ai/job/senior-frontend-engineer-conversational-gen-ui-farther-new-york-kbq1x27400y7) — New York, NY - [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-remote-gx1nq8djv23d) - [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 - [Director, Investment Strategy](https://feeny.ai/job/director-investment-strategy-farther-new-york-j1p5pr6wm6nw) — New York, NY - [Advisor Marketing Manager](https://feeny.ai/job/advisor-marketing-manager-farther-irving-m5fs0cm9g6t2) — Irving, 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