Marketing Manager, Advisor Strategy & Enablement
Farther, New York, NY, United States
Marketing Manager, Advisor Strategy & Enablement
Hybrid - New York, NY
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, Advisor Strategy & Enablement will design and lead Farther’s advisor‑led growth system, setting the standards, playbooks, and programs that help advisors grow their practices organically. This player‑coach role focuses on building repeatable frameworks—advisor marketing foundations, digital presence standards, and lifecycle playbooks—while also serving as a front‑line voice with advisors considering joining Farther.
You will define what "great" looks like for advisor marketing across social profiles, online presence, and local visibility, and then turn that into prescriptive, plug‑and‑play growth playbooks that can be executed at scale. You will partner closely with the Marketing Manager, Enterprise Strategic Segments, to embed HNW, UHNW, and institutional narratives and materials into these programs, ensuring firm‑level strategies translate into day‑to‑day advisor behavior. You will also spend time each week on recruiting‑focused conversations, clearly articulating Farther’s growth capabilities to prospective advisors and helping them see how the advisor marketing offering drives AUM growth.
Your Impact
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
The Ideal Match
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, review platforms, HubSpot/marketing automation), with the ability to set requirements and partner with admins
Bonus Points
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
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! Let us know how you can bring your expertise to our team.
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.
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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, Advisor Strategy & Enablement will design and lead Farther’s advisor‑led growth system, setting the standards, playbooks, and programs that help advisors grow their practices organically. This player‑coach role focuses on building repeatable frameworks—advisor marketing foundations, digital presence standards, and lifecycle playbooks—while also serving as a front‑line voice with advisors considering joining Farther.
You will define what "great" looks like for advisor marketing across social profiles, online presence, and local visibility, and then turn that into prescriptive, plug‑and‑play growth playbooks that can be executed at scale. You will partner closely with the Marketing Manager, Enterprise Strategic Segments, to embed HNW, UHNW, and institutional narratives and materials into these programs, ensuring firm‑level strategies translate into day‑to‑day advisor behavior. You will also spend time each week on recruiting‑focused conversations, clearly articulating Farther’s growth capabilities to prospective advisors and helping them see how the advisor marketing offering drives AUM growth.
Your Impact
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
The Ideal Match
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, review platforms, HubSpot/marketing automation), with the ability to set requirements and partner with admins
Bonus Points
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
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! Let us know how you can bring your expertise to our team.
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.
#J-18808-Ljbffr