The Investment Associate will research, prototype, and back test systematic options-based overlay strategies using Python. They will also partner with product and engineering teams to translate research into scalable platform capabilities and monitor portfolio-level risk and performance.
The Business Development Specialist will conduct high-volume outbound outreach to executive leaders and board members at nonprofit organizations to generate meetings. They will manage lead data in the CRM and qualify prospective institutions to hand off warm opportunities to the sales team.
The RFP & Project Specialist will manage the end-to-end drafting and submission of RFPs, RFIs, and client proposals for institutional prospects. They will also coordinate workflows between sales, advisory, and implementation teams to ensure project timelines are met.
Serve existing and prospective clients across various financial planning disciplines while supporting a senior advisor's relationships. The role involves prospecting for new clients and leveraging technology to deliver personalized wealth management experiences.
The Relationship Manager will serve as the primary point of contact for 100-125 affluent households, managing their financial planning, service requests, and client meeting cycles. They will coordinate with centralized operations and investment teams to ensure high-quality service and meticulous record-keeping.
The primary responsibilities involve managing and growing an existing book of business by delivering comprehensive wealth management services across investments, retirement, estate planning, insurance, and tax strategy. This role also requires transitioning existing clients onto the Farther platform and actively prospecting for new clients through various channels.
The role involves transitioning and growing an existing book of business while leveraging the Focus Team's resources to access new markets. Advisors will also contribute to team growth by mentoring junior advisors and sharing expertise.
Serve as the primary advisor for ultra-high-net-worth clients, conducting regular meetings to assess their financial needs and goals. Advise on complex wealth strategies and coordinate concierge services to ensure a high-touch client experience.
The Associate Vice President, Wealth Advisor will focus on client acquisition and development, leading discovery sessions to understand clients' financial objectives. They will also partner with senior advisors to create tailored wealth management solutions and identify emerging market opportunities.
