Key Facts

Remote From:

Full time

Senior (5-10 years)

English

Hard Skills

HubSpot CRM HubSpot CRM System Monitoring User Account Control Backlogs Enterprise Integration Stakeholder Communications Employee Onboarding Issue Management Investment Account Management HubSpot CRM Salesforce Cross-Functional Collaboration Good Documentation Practices Problem Management

Other Skills

•
Calmness Under Pressure
•
Communication
•
Detail Oriented

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

Farther runs HubSpot as its central CRM and advisor enablement platform — and it's got to work for 300+ financial advisors every single day. We're looking for a Senior HubSpot Administrator to own the platform from the inside out: governance, access, data integrity, automation, and cross-functional enablement.

This role sits at the intersection of people technology, advisor operations, and marketing — and requires someone who can manage the system centrally while supporting a distributed set of stakeholders across teams. You'll work closely with Marketing, Advisor Experience, and People Technology to make sure HubSpot is set up right, stays that way, and actually drives outcomes.

Your Impact

Administer HubSpot at the platform level — user provisioning, permissions, seat management, integrations, and system health
Own data governance: lifecycle stages, lead status, contact properties, naming conventions, and folder structures across all teams
Build and maintain automations, workflows, and sequences that support advisor onboarding, engagement, and operations
Manage HubSpot integrations (including Rippling) to ensure clean data sync across people systems and advisor records
Serve as the escalation point for HubSpot issues across Marketing, Advisor Experience, and Operations — triage, resolve, and document
Partner cross-functionally to translate business needs into scalable HubSpot configurations without creating technical debt
Establish and maintain platform documentation, playbooks, and internal training resources for advisors and internal teams

The Ideal Match

4–6+ years of HubSpot administration experience at the platform level — not just marketing execution, but actual system ownership
Experience managing HubSpot in a multi-team, multi-stakeholder environment with competing priorities
Strong grasp of HubSpot's data model: contact/company/deal object relationships, lifecycle stages, and integration behaviors
Comfort managing integrations and troubleshooting sync issues (Rippling, Salesforce, or similar HRIS/CRM integrations a plus)
Detail-oriented with solid documentation habits — you write the guide so the next person doesn't have to ask twice
Calm under pressure; able to triage a live issue while also managing a backlog of improvement projects

Bonus Points

HubSpot certifications (Marketing Software, Operations Hub, CRM Implementation)
Experience in financial services, RIA, or wealth management environments
Familiarity with Rippling or other HRIS platforms and their HubSpot integration patterns
Prior experience supporting advisor-facing or client-facing platforms

Why Join Us