Director, Investment Solutions

Farther; New York (NY); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Competitive compensation package

Full health benefits

401(k) matching & Roth IRA options

Unlimited PTO

Job summary

A leading financial technology firm in New York is seeking a Director of Investment Solutions to bridge the gap between internal asset management and advisors. This strategic leadership role focuses on organizational transformation and high-impact initiatives such as developing investment frameworks and vendor management. The ideal candidate has extensive experience in client-facing roles within RIAs or private banks, a CFA or CAIA designation, and proven team management skills. Competitive compensation, full health benefits, and unlimited PTO offered.

Qualifications

• Extensive experience in RIAs, private banks, or multi-family offices.
• Significant knowledge of SEC Marketing rules and performance presentation standards.
• Ability to manage and motivate a team in a fast-paced environment.

Responsibilities

• Lead initiatives for standardized investment philosophy framework.
• Develop a vetted directory of third-party providers.
• Drive stalled organizational initiatives to completion.

Skills

Client-facing portfolio management

Team management and development

Communication and presentation skills

Organizational initiative driving

Entrepreneurial mindset

Education

CFA or CAIA designation

MBA or equivalent advanced degree

Job description

The Role

The Director, Investment Solutions serves as the primary bridge between Farther’s internal asset manager, Farther Asset Management (FAM), and Farther Advisors. This individual is responsible for ensuring that advisors have the intellectual capital, investment tools, and analytical support required to build robust practices and deliver unrivaled service to clients.

This is a strategic leadership role where 50%+ of your time focuses on organizational improvement and transformation, driving initiatives like Investment Committee structure, Investment Philosophy/Policy Statement (IPS) development, and vendor evaluation frameworks — rather than day-to-day advisor support and proposal execution.

Your Impact

• Lead high-impact initiatives including standardized IPS framework and ensuring all proposals align with fiduciary standards and risk tolerance requirements, and vendor management infrastructure.
• Assist in the management and streamlining of the existing portfolio analysis and book review process for new clients and advisors.
• Drive stalled organizational initiatives across project timelines, stakeholder alignment, and execution — ensuring critical programs move from concept to completion.
• Join prospect meetings as a senior investment resource to sharpen the firm’s investment story and increase close ratios through expert communication of value propositions.
• Develop and maintain a vetted directory of third-party providers (asset managers, tax, estate, concierge services), acting as liaison between advisors and external partners. Build evaluation criteria, centralize due diligence, and ensure regular assessment of all external relationships.
• Serve as a representative of Farther Advisors to Farther Asset Management (FAM), leveraging advisor and client feedback to guide the development of new products and services.
• Manage and develop team members within the Investment Solutions function, providing coaching, guidance, and growth opportunities as the team scales.
• Collaborate with marketing, technology, and compliance to ensure investment information is disseminated in a professional, timely, and brand-consistent manner.
• Provide thought leadership and training to help newer advisors articulate the firm’s investment philosophy and navigate common client objections.
• Present the firm’s tactical and strategic asset allocation recommendations and risk frameworks to both internal and external audiences.

The Ideal Match

• CFA or CAIA designation, with an MBA or equivalent advanced degree.
• Extensive experience as a client-facing portfolio manager or advisor within RIAs, private banks, or multi-family offices.
• Demonstrated experience managing and developing people, with the ability to coach, motivate, and grow a team in a fast-moving environment.
• Significant experience with SEC Marketing rules and performance presentation standards.
• Proven ability to drive organizational initiatives from inception to completion, including managing across stakeholders and re-energizing stalled programs.
• Exceptional communication and presentation skills with the ability to translate complex data into client-ready insights.
• An entrepreneurial mindset with the agility to adapt solutions to the needs of a fast-paced, results-driven organization.
• A demonstrated ability to respectfully challenge the status quo and lead organizational change.

Bonus Points

• Experience working at or alongside a fintech or technology-forward RIA.
• Familiarity with IPS compliance or institutional performance reporting standards.
• Prior experience building or relaunching an Investment Committee or governance framework.
• Background in alternatives, tax-aware investing, or direct indexing strategies.
• Experience developing or managing a third-party vendor due diligence program.

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!

Ready to disrupt wealth management? Let's talk!