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Managing Director, RIA

Remote:

Full Remote

Experience:

Expert & Leadership (>10 years)

Work from:

United States

Offer summary

Qualifications:

15+ years of wealth management experience, Proven track record in leadership roles, Strong background in investment and financial planning, Series 7 and 66 licenses required.

Key responsabilities:

Lead and mentor a team of wealth advisors
Drive team revenue growth and client acquisition strategies
Ensure exceptional client service delivery
Implement best practices for portfolio management

Farther Fintech: Finance + Technology Scaleup https://farther.com/

51 - 200 Employees

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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

As an RIA Leader, you will lead and develop a team of advisors within Farther's growing platform. Working alongside our current RIA Leadership Team, 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