Managing Director, RIA

Posted:
12/16/2024, 9:11:28 AM

Location(s):
New York, New York, United States ⋅ New York, United States

Experience Level(s):
Expert or higher ⋅ Senior

Field(s):
Finance & Banking

Workplace Type:
Remote

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 

As RIA Team Leader, you will lead and develop a team of advisors within Farther's growing platform. Working alongside our Head of Advisor Growth, you'll be responsible for driving team performance, fostering advisor development, and ensuring exceptional client service delivery. This role combines hands-on leadership with strategic vision to build and scale a high-performing RIA team.

Your Impact 

  • Lead and mentor a team of wealth advisors, driving both individual and team success
  • Foster a culture of excellence in client service and wealth management
  • Drive team revenue growth and client acquisition strategies
  • Implement best practices for portfolio management and client relationship development
  • Collaborate with platform teams to optimize advisor efficiency and effectiveness
  • Provide strategic guidance on complex client situations and sophisticated wealth planning
  • Partner with other team leaders to share best practices and drive organizational improvements
  • Ensure compliance with regulatory requirements and firm policies

 

The Ideal Match 

  • 15+ years of wealth management experience, with significant time in regional market leadership
  • Proven track record of leading advisor teams at a major financial institution
  • Experience managing sophisticated client relationships and complex wealth planning scenarios
  • Strong background in investment management and financial planning
  • Excellence in team development and performance coaching
  • Series 7, 66 licenses required; Series 24 preferred
  • Deep understanding of RIA business models and industry dynamics

Bonus Points 

  • Experience leading teams through digital transformation
  • Track record of developing next-generation talent
  • Background in multiple wealth management channels (bank, wirehouse, RIA)
  • Advanced degree or relevant certifications (CFP, CIMA, etc.)
  • Experience with modern wealth management technology platforms

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!