Executive in Residence Head of Advisor Services
Job Location:
San Francisco, CA - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive tailored wealth management experience.
Farthers founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management fintech and technology production 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 youre 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
Were looking for a seasoned wealth management leader to step in as Head of Advisor Resources for approximately 6.5 months while our current leader is on leave. This is not a placeholder role. Youll lead a 22-person team across five advisor-facing functions stepping in with full authority and accountability from day one.
The right person for this role has already built and led organizations like this one. They can earn trust fast set the standard for a high-performing team and leave things in measurably better shape than they found them.
This is a fixed-term contract role with a target length of approximately 6.5 months. For the right person there may be a longer-term opportunity on the other side.
Your Impact
- Own the strategy goals and performance of five advisor-facing teams: Investment Solutions Advanced Planning (financial planning trust & estate tax 401k and business services) Farther Insurance Group Lead Generation and Process Improvement
- Manage and develop 6 direct reports building accountability and momentum across a 22-person organization
- Drive measurable increases in advisor adoption across all service lines; ensuring Farthers resources are a genuine differentiator in advisor recruiting retention and client growth
- Lead Farthers 1H 2027 goal-setting cycle partnering with team leaders to set ambitious measurable goals aligned to firm-wide priorities; conduct year-end performance reviews for direct reports
- Champion the adoption of AI and tech-enabled solutions across all teams: partnering with product and engineering to embed technology into how advisory services are built and delivered
- Serve as the primary conduit between Advisor Resources and executive leadership; translating team-level progress risks and opportunities into clear executive visibility
- Oversee FIG & Lead Gens P&L and hold the team accountable to revenue and profitability targets
The Ideal Match
- 15 years in wealth management; RIA IBD or wealth management platform experience strongly preferred
- 10 years leading multiple teams at a senior level with a track record of developing leaders and driving accountability
- Deep familiarity with the full spectrum of wealth management services: financial planning investment advisory trust & estate tax and insurance
- Proven ability to build and scale advisory support functions; not just maintain them
- Strong people leader who can navigate complex team dynamics and earn credibility fast
- Strategic thinker who can set ambitious meaningful goals across multiple teams simultaneously
- Executive presence equally comfortable in a C-suite conversation a team all-hands and one-on-one coaching
- High EQ and the ability to hit the ground running in an established high-performing environment
- Genuine enthusiasm for AI and technology as tools for transforming how advisory services are delivered
- Comfortable operating with urgency in a fast-moving entrepreneurial environment
Bonus Points
- Experience at a growth-stage or tech-enabled RIA or startup-adjacent environment
- RIA coaching or advisor group leadership background
- Background building or scaling lead generation or insurance service lines
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 Lets talk!
Ready to disrupt wealth management Lets talk!
Required Experience:
Director
About Company
Our experienced advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you, your family, your future — and beyond.
