- Location
- Hybrid - Dallas, TX
- Workplace
- Hybrid
- Level
- Mid level
- Posted
- 7 months ago
About this role
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!
As published by Farther. Applications are handled on their site.
Skills this posting mentions
About Farther
Welcome to Intelligent Wealth. Farther is the Intelligent Wealth Platform, natively built to unlock greater wealth throughout your financial life. Named the #1 fastest growing financial services firm in the nation by Inc 5000 in 2025, Farther manages over $15b in assets across 200+ wealth managers and 19,000+ clients.
All 38 openings at FartherOne click, then it is written
Apply to Farther with a resume written for this role.
Queue Marketing Manager, Advisor Growth Systems and I read the posting, rewrite your resume against it, draft the cover letter, and score the fit. Then you press send, or press one button and I fill in Farther’s form for you.
01Drop your resume
A PDF or a LinkedIn URL. About a minute, once.
02I rank the openings
Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.
03Each one is written up
Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.
- 25 sent a week, free
- No card
- Nothing sent until you say so
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Put this to work
Paste your career in once. Every application after that is written for you.
Drop a resume or a LinkedIn URL. I rank the live openings against it, rewrite the resume and write a cover letter for the best of them, and fill in the employer's form when you press the button. You read, you decide what goes out.
01Drop your resume
A PDF or a LinkedIn URL. About a minute, once.
02I rank the openings
Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.
03Each one is written up
Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.
- New matches ranked and written before you are up.
- Every bullet stays inside what your history supports. Nothing invented.
- Queued, submitted, interviewing, offer: one screen, not a spreadsheet.
500 free credits on sign-up. No card. Nothing is sent until you say so.
Listed from the job board Farther publishes. Refolk is not the employer and does not handle their hiring. Applications go to Farther directly.