What are the responsibilities and job description for the Asset Management Sales & Distribution Lead position at fartherfinance?
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
Our Asset Management vertical (FAM) is growing rapidly, and we’re looking for a dynamic Sales & Distribution Lead to drive our expansion efforts. This role is ideal for a highly motivated professional with experience in sales and distribution within the asset management industry. The ideal candidate thrives in a fast-paced, startup or startup-like environment and is eager to take on a key role in scaling a high-growth business.
Your Impact
- Develop and execute a strategic sales and distribution plan to drive FAM’s AUM growth.
- Own the development and continuous refinement of FAM’s value proposition, ensuring it resonates with key stakeholders and differentiates FAM in the asset management space.
- Own and manage the full sales pipeline, tracking and analyzing performance metrics to provide data-driven insights that drive overall growth.
- Cultivate and manage relationships with internal and external financial advisors, RIAs, institutional investors, and other distribution partners.
- Collaborate cross-functionally with product, marketing, and operations teams to build and maintain competitive investment products, develop compelling sales materials, and streamline advisor onboarding processes.
- Represent FAM at prospective advisor “Discovery Days”, industry conferences, events, and client meetings to enhance brand awareness and credibility.
- Identify and capitalize on market trends and emerging opportunities to position FAM’s investment products competitively; maintain a deep understanding of asset management landscape.
The Ideal Match
- 10 years of experience in sales and distribution within asset management.
- Series 63 licensed
- Proven track record of successfully developing relationships and driving asset growth with RIAs, financial advisors, and/or institutional investors.
- Strong understanding of investment products, financial markets, and wealth management industry trends.
- Ability to thrive in a fast-paced, entrepreneurial environment and adapt to a rapidly growing business.
- Excellent communication, negotiation, and presentation skills.
Bonus Points
- Experience with launching new products and/or rapidly scaling sales and distribution efforts.
- Established network of contacts within the wealth management and asset management industries.
- MBA or advanced degree.
- Experience in a startup or high-growth fintech environment.
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!
