Director, Farther Insurance Group
Farther, San Francisco, CA, United States
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 is building insurance the right way — fully integrated, advisor‑driven, and built for the complexity of high‑net‑worth and ultra‑high‑net‑worth clients. The Head of Insurance will own the strategy and execution of Farther's national insurance offering, leading the build‑out of a centralized desk that gives advisors the product access, case design support, and tech‑enabled processes they need to deliver real client value.
We're looking for a seasoned insurance leader who knows how to operate at the intersection of protection planning, advisory services, and technology — someone who can shape the vision, earn advisor trust, and build a business line that lasts.
Your Impact
Build and lead Farther's national insurance desk — designing the model, standing it up, and scaling it to support hundreds of advisors across the country
Own the product shelf: curate a preferred lineup of insurance products (IUL, LTC, VUL, annuities, disability) that actually fit our UHNW and HNW client base
Negotiate and manage relationships with carriers, BGAs, and technology vendors
Integrate insurance into Farther's broader planning ecosystem — making protection a core part of our estate planning, tax strategy, and comprehensive wealth management offering
Build and run advisor training and enablement programs so advisors can confidently incorporate insurance into client conversations
Own the P&L: manage revenue sharing, overrides, and profitability targets for the FIG business unit
Drive adoption of insurance tech platforms that improve the end‑to‑end advisor and client experience
Establish compliance and governance frameworks in partnership with Legal and Operations
Set up reporting infrastructure — KPIs, dashboards, and analytics tracking adoption, production, and client impact
Eventually hire and build a team of licensed specialists, case designers, and ops staff to scale the platform
The Ideal Match
10+ years in insurance leadership within a national RIA, broker‑dealer, or large financial institution
Deep product expertise across life, annuities, LTC, and disability — and how they integrate with holistic financial planning
Proven experience building an insurance org or desk from the ground up, not just managing one that already exists
Active Life & Health license; familiarity with compliance and regulatory requirements in an RIA/BD context
Track record of getting advisors engaged — you've built training programs, driven adoption, and made insurance a part of advisor workflows
Bonus Point
Experience at the intersection of broker‑dealer and RIA structures
FINRA Series 6, 7, or 65/66
Hands‑on experience with insurance tech platforms (iPipeline, Annuity Rate Watch, digital underwriting tools)
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! Interested in building your career at Farther? Get future opportunities sent straight to your email.
Voluntary Self‑Identification For government reporting purposes, we ask candidates to respond to the below self‑identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.
As set forth in Farther’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:
A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability.
A "recently separated veteran" means any veteran during the three‑year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Voluntary Self‑Identification of Disability Form CC‑305
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Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.
Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.
How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
Disabilities include, but are not limited to:
Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
Intellectual or developmental disability
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
Neurodivergence, for example, attention‑deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Short stature (dwarfism)
Traumatic brain injury
PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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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 is building insurance the right way — fully integrated, advisor‑driven, and built for the complexity of high‑net‑worth and ultra‑high‑net‑worth clients. The Head of Insurance will own the strategy and execution of Farther's national insurance offering, leading the build‑out of a centralized desk that gives advisors the product access, case design support, and tech‑enabled processes they need to deliver real client value.
We're looking for a seasoned insurance leader who knows how to operate at the intersection of protection planning, advisory services, and technology — someone who can shape the vision, earn advisor trust, and build a business line that lasts.
Your Impact
Build and lead Farther's national insurance desk — designing the model, standing it up, and scaling it to support hundreds of advisors across the country
Own the product shelf: curate a preferred lineup of insurance products (IUL, LTC, VUL, annuities, disability) that actually fit our UHNW and HNW client base
Negotiate and manage relationships with carriers, BGAs, and technology vendors
Integrate insurance into Farther's broader planning ecosystem — making protection a core part of our estate planning, tax strategy, and comprehensive wealth management offering
Build and run advisor training and enablement programs so advisors can confidently incorporate insurance into client conversations
Own the P&L: manage revenue sharing, overrides, and profitability targets for the FIG business unit
Drive adoption of insurance tech platforms that improve the end‑to‑end advisor and client experience
Establish compliance and governance frameworks in partnership with Legal and Operations
Set up reporting infrastructure — KPIs, dashboards, and analytics tracking adoption, production, and client impact
Eventually hire and build a team of licensed specialists, case designers, and ops staff to scale the platform
The Ideal Match
10+ years in insurance leadership within a national RIA, broker‑dealer, or large financial institution
Deep product expertise across life, annuities, LTC, and disability — and how they integrate with holistic financial planning
Proven experience building an insurance org or desk from the ground up, not just managing one that already exists
Active Life & Health license; familiarity with compliance and regulatory requirements in an RIA/BD context
Track record of getting advisors engaged — you've built training programs, driven adoption, and made insurance a part of advisor workflows
Bonus Point
Experience at the intersection of broker‑dealer and RIA structures
FINRA Series 6, 7, or 65/66
Hands‑on experience with insurance tech platforms (iPipeline, Annuity Rate Watch, digital underwriting tools)
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! Interested in building your career at Farther? Get future opportunities sent straight to your email.
Voluntary Self‑Identification For government reporting purposes, we ask candidates to respond to the below self‑identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.
As set forth in Farther’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:
A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability.
A "recently separated veteran" means any veteran during the three‑year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Voluntary Self‑Identification of Disability Form CC‑305
Page 1 of 1
OMB Control Number 1250‑0005
Expires 04/30/2026
Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.
Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.
How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
Disabilities include, but are not limited to:
Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
Intellectual or developmental disability
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
Neurodivergence, for example, attention‑deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Short stature (dwarfism)
Traumatic brain injury
PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
#J-18808-Ljbffr