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About the Role

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive, tailored wealth management experience. Joining Farther means joining a collaborative team of entrepreneurs passionate about helping clients and teammates achieve more. We are looking for someone who breaks through walls to get things done the right way to build the future of wealth management.

Responsibilities

Maintain webpages and manage edits from various team members, collaborating across marketing.
Manage the upload and ongoing maintenance of Google Business Profiles for new advisor profiles.
Execute advisor microsite updates and edits, routing content changes to the live site.
Perform routine QA and maintenance on internal marketing tools, flagging bugs and issues.
Assist with writing PRD documentation for new tools, functionality, and features.
Help maintain structure and hygiene of shared G Drive folders in Google Workspace.
Build and execute emails in HubSpot for marketing team members.
Manage send lists, handle data hygiene, and process opt-outs in HubSpot.
Handle end-to-end event logistics, including creating Zoom events and registration pages.
Import and manage contact and organization lists from various tools for the Institutional and Growth teams.
Support lead verification and deduplication for inbound advisor leads.
Manage AdvisorFinder.com listings and maintain advisor profiles.
Drive automation for performance monitoring and dashboards for leadership updates.
Support Growth team reporting on program performance monitoring.

Requirements

Exceptionally organized and detail-oriented.
Comfortable juggling multiple workstreams and stakeholders.
Proficient with marketing and CRM tools; HubSpot experience is strongly preferred.
Familiar with Google Workspace (Docs, Drive, Sheets).
Comfortable learning new platforms quickly.
Comfortable and adept at AI tools, or have an interest in working with AI-powered systems.
Hands-on experience with website content management systems (WordPress, Webflow, HubSpot, AEM, etc.).
Interested in the intersection of financial services and marketing operations.

Skills

Marketing tools
CRM tools
HubSpot
Google Workspace
AI tools
Website content management systems
WordPress
Webflow
AEM
Google Drive
Google Sheets
Google Business Profiles
Zoom
GuideStar
ZoomInfo
LinkedIn
BeenVerified
FINTRX
AdvisorFinder.com

Benefits

Competitive comp package
Full health benefits
401(k) matching
Roth IRA options
Unlimited PTO

About the Company

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.