Join Farther as a Director of Investment Strategy, leveraging your expertise to drive growth in a rapidly scaling wealth management firm.
Posted by employer 1 month ago
First seen on Joblaze 1 week ago
Last verified on the company career page 1 hour ago
Skills & Technologies
AI in the day-to-day
Comfort using AI tools to support financial modeling and process enhancement.
Requirements
- Education
- Master's degree
Not disclosed in this posting: compensation, years of experience, work arrangement, visa sponsorship.
Benefits
Joblaze summary
The Director of Investment Strategy at Farther plays a pivotal role in guiding advisors through complex investment analyses and model building while also engaging in hands-on consultations. This position requires a strong background in capital markets, with essential skills in quantitative research and strategic asset allocation, ideally suited for someone with extensive experience in client-facing investment roles. The role is designed for a senior professional who can mentor junior team members and collaborate with cross-functional teams to enhance investment tools, all within a rapidly growing wealth management firm.
Joblaze insights
- Listed 10 days ago on Joblaze — tracked directly from Farther's career page.
- Farther has 37 other open roles including Client Operations Associate , Senior Regional Compliance Associate, Senior Frontend Engineer, Conversational & Gen UI.
- 6624 active Python roles on Joblaze right now.
- 7 active Bloomberg roles on Joblaze right now.
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Quick facts
- What's the tech stack?
- Joblaze extracted these technologies from the posting: Bloomberg, CFA, Morningstar, Python.
- What seniority level is this role?
- Farther targets director candidates for this position.
- Is this full-time or contract?
- Full-time for this Director, Investment Strategy role at Farther.
From the original posting
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 Director Investment Strategy serves as a high-level subject matter expert within the Investment Strategy (IS) team, acting as a crucial resource for Farther Advisors. Reporting to the Director of Investment Solutions, this individual brings deep capital markets expertise to fill critical organizational needs, specifically focusing on complex investment analysis, model building, and providing advisor-facing seniority.
This is a hands-on role where you will balance front-line advisor consultations with rigorous quantitative research, strategic asset allocation, and cross-functional technology development. Your capacity to execute repeatable processes and build scalable solutions will directly drive the firm's growth.
Your Impact
- Serve as a senior, advisor-facing resource for ad-hoc consultations, providing expert portfolio analysis, transition strategies, and actionable insights to support client acquisition and retention.
- Execute complex investment analysis, model building, and thorough post-call support work to ensure advisors are equipped with data-driven narratives.
- Interface regularly with Product, Design, and Engineering teams to guide the development of internal investment tools.
- Provide ongoing guidance, mentorship, and development support to junior members of the Investment Strategy team as the group scales.
The Ideal Match
- CFA designation (or equivalent), with an advanced degree in finance, economics, or a related field.
- Extensive experience as a client-facing portfolio manager, investment strategist, or senior analyst within an RIA, wirehouse, or multi-asset team.
- A proven "coach" mentality with the diplomatic skills necessary to respectfully challenge deeply held investment beliefs and navigate disagreements with advisors. • Strong technical proficiency in building strategic asset allocation frameworks and conducting quantitative and risk analysis.
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- An entrepreneurial mindset with the agility to adapt to the evolving needs of a growing wealthtech firm.
- Comfort using AI tools to support financial modeling and process enhancement.
Bonus Points
- Experience working closely with software engineers or product teams to automate investment workflows.
- Advanced proficiency with tools like Bloomberg and Morningstar, and facility with AI assistants (e.g., Claude) and scripting languages (e.g., Python) to create scalable processes and reduce manual data analysis.
- Prior experience navigating complex portfolio transitions or building tax-aware investment models.
- Familiarity with reviewing external manager strategies or supporting an open-architecture investment platform.
Why Join Us — FOR NON-TECH ROLES
- 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!
Ready to disrupt wealth management? Let's talk!