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
The Marketing Manager, Enterprise Strategic Segments will serve as the strategic architect and execution lead for Farther's priority growth segments, with an initial focus on High Net Worth and Ultra High Net Worth private clients, 401k plan sponsors, and institutional audiences. This is a high-impact role offering immediate ownership, combining sophisticated segment strategy with hands-on, end-to-end execution of our most critical growth initiatives.
You will design and run marketing programs that generate qualified leads, accelerate their conversion to clients, and equip Farther advisors with scalable materials and campaigns to win sophisticated private-client and institutional mandates. Over time, you will help mature and expand Farther’s enterprise segment offerings, while partnering closely with performance marketing, brand, product, and the institutional team.
Your Impact
- Define and continuously refine segment positioning, messaging, and value propositions for HNW, UHNW, 401k plan sponsors, and institutional audiences, ensuring Farther shows up as a differentiated, modern partner
- Actively participate in and enhance Farther's overall content strategy, ensuring segment needs are integrated into corporate and Advisor Marketing plans for maximum impact and consistency
- Build and execute integrated HNW and institutional marketing plans and targeted digital campaigns that generate qualified leads and support conversion, balancing advisor-led initiatives, targeted campaigns, and corporate programs
- Design, launch, and iterate multi-channel online campaigns (email, webinars, digital content), including AI-powered, automated drip journeys that nurture prospects and deepen engagement over time
- Create scalable sales and advisor enablement materials (decks, one-pagers, playbooks, email templates, event-in-a-box kits) that help advisors consistently win sophisticated private-client and institutional mandates
- Serve as the marketing point of contact for institutional sales materials, elevating the layout, structure, and answer quality of RFP-related content and presentations while the institutional team owns drafting and tracking
- Stand up a practical operating rhythm in the first 90 days, grounded in clear KPIs and reporting, while establishing HNW as a formidable and clearly defined offering within Farther
The Ideal Match
- Proven track record as a hands-on marketer who can both set segment strategy and personally execute campaigns, content, and sales materials, comfortable with a 70% execution / 30% strategy split initially
- A results-driven mindset and fluency in linking marketing performance directly to core business outcomes (lead volume, conversion rate, revenue, and AUM)
- 5-8+ years of marketing experience in financial services, wealth or asset management, or a closely related environment, with direct exposure to HNW/UHNW and/or institutional audiences
- Strong experience in sales enablement and go-to-market support, including building persuasive pitch materials that move complex, multi-stakeholder deals forward
- Working knowledge of how to leverage marketing automation (e.g., for segmentation, personalization, send-time optimization, and automated drip journeys) and a demonstrated ability to design and manage AI-enabled drip campaigns at scale
- Collaborative, organized, and comfortable leading cross-functional initiatives with Advisor Marketing, Corporate/Brand Marketing, Product, Investment Strategy, and institutional stakeholders, including moderate travel for key events and meetings
Bonus Points
- Working knowledge of HubSpot or similar platforms for using dashboards, lists, and reports, plus the ability to translate segment needs into clear requirements for marketing operations and admin partners
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!
