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Reposted 14 Days AgoSaved
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In-Office
New York, NY, USA
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Senior level
Senior level
Fintech • Financial Services
The role involves creating and leading sales enablement programs, redesigning the advisor recruitment experience, and developing scalable processes to support Farther's growth in wealth management.
Top Skills: B2B TechnologySaaS
16 Days AgoSaved
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In-Office
New York, NY, USA
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Senior level
Senior level
Fintech • Financial Services
The role involves designing advisor marketing frameworks and playbooks, training advisors, and driving organic growth through measurable KPIs in a wealth management context.
Top Skills: Google Business ProfileHubspotMarketing Automation
23 Days AgoSaved
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In-Office
New York, NY, USA
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Senior level
Senior level
Fintech • Financial Services
As a Senior Software Engineer for Test Infrastructure, you will design and maintain testing tools and frameworks for frontend and backend systems, ensuring high-quality deployment in financial services.
Top Skills: CdkCypressDatadogGithub ActionsJavaScriptJenkinsJestPlaywrightTerraformTypescriptVitest
Reposted 24 Days AgoSaved
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In-Office
New York, NY, USA
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Senior level
Senior level
Fintech • Financial Services
The L&D AI Specialist will design and deliver training programs, create AI-enhanced educational content, and manage training delivery and assessments to enhance learning effectiveness.
Top Skills: Ai ToolsE-Learning Authoring ToolsLms Platforms
Reposted 7 Days AgoSaved
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Remote
USA
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Junior
Junior
Fintech • Financial Services
As a Client Experience Associate, you will qualify leads, schedule meetings with advisors, manage outreach, and maintain records in HubSpot, driving improvements in client engagement.
Top Skills: CRMHubspot
9 Days AgoSaved
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Remote
United States
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Mid level
Mid level
Fintech • Financial Services
As a Wealth Advisor on the Focus Team, you'll grow your client book leveraging technology and resources while maintaining your autonomy. You'll provide wealth management services, access new markets, and mentor junior advisors.
Top Skills: Collaboration ToolsFintechMarketing ToolsWealth Management
Reposted 21 Days AgoSaved
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Remote
USA
Easy Apply
Senior level
Senior level
Fintech • Financial Services
The Advisor Experience Manager is responsible for guiding and supporting incoming advisors through their transition to Farther, ensuring personalized and emotionally engaging experiences while coordinating across departments to meet integration milestones.
Top Skills: Crm SystemsProject Management Tools
Reposted 24 Days AgoSaved
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Remote
United States
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Junior
Junior
Fintech • Financial Services
The Associate Vice President, Wealth Advisor will grow the client base, provide financial advisory services, and engage in business development strategies while collaborating with senior advisors and leveraging technology.
Top Skills: Crm SystemsFinancial Planning Software
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