Responsibilities

• Design the advisor marketing foundation system, including standards, checklists, and templates for social media profiles, online presence, and local visibility, so advisors have a clear blueprint for a strong digital footprint and deliver measurable ROI from even foundational marketing tactics
• Build prescriptive, lifecycle- and persona-based advisor growth playbooks covering specific cadences, campaigns, and assets that can be executed consistently and deliver measurable ROI
• Incorporate segment-specific positioning and sales materials (HNW, UHNW, institutional) into advisor playbooks and toolkits, ensuring advisors can effectively execute firm strategies in their local markets
• Own advisor-facing enablement for these programs, including "train-the-trainer" sessions, office hours, and materials that equip Marketing Associates to act as growth coaches for their advisor pods
• Lead frequent advisor recruiting marketing calls (roughly one per business day) with advisors considering joining Farther, explaining the firm's growth and marketing capabilities and answering detailed questions about how advisor marketing drives practice growth
• Establish and track a clear KPI framework for advisor-led organic growth, including AUM impact (for example, advisors in programs growing at least 5% faster), advisor adoption of resources, advisors choosing Farther because of its growth platform, and advisor satisfaction with marketing support

Requirements

• 5–8+ years of experience in advisor marketing, wealth management marketing, or closely related financial advisor growth roles, with direct work supporting financial advisors or advisory teams
• Proven ability to design and implement structured advisor growth programs or playbooks, turning best practices into prescriptive, easy-to-execute processes that drive measurable AUM growth
• Strong facilitator and communicator comfortable leading advisor-facing trainings, "train-the-trainer" sessions, and one-on-one prospect calls that clearly articulate a compelling advisor growth story
• Data-informed mindset with experience defining and tracking KPIs for advisor marketing efforts (for example, pipeline, win rates, AUM growth differentials, adoption and engagement with marketing resources)
• Familiarity with common advisor marketing tools and platforms (social networks, Google Business Profile, reviews platforms, HubSpot/marketing automation), with the ability to set requirements and partner with admins

Preferred

• Collaborative operator who enjoys serving as the "last mile" for firm-level strategies, working closely with Integrated Marketing, Recruiting, Advisor Experience, and RIA Leadership to scale a coaching-centric advisor growth model

Benefits

• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech