Director, Investment Strategy — Advisor-Facing Growth

Fartherfinance; New York (NY); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther is expanding its Investment Strategy team and seeks a Director of Investment Strategy who will serve as a senior, advisor-facing expert on capital markets. You will perform complex analysis, build models, and guide the development of internal tools while mentoring juniors.

The role reports to the Director of Investment Solutions and balances front-line advisor consultations with rigorous quantitative research to drive firm growth.

Qualifications

• CFA designation or equivalent required.
• Advanced degree in finance, economics, or related field.
• Extensive experience as client-facing portfolio manager, investment strategist, or senior analyst.
• Strong coaching and mentorship skills with ability to guide juniors.

Responsibilities

• Provide advisor-facing portfolio analysis and actionable insights to support client acquisition and retention.
• Conduct complex investment analysis, model building, and post-call support.
• Collaborate with Product, Design, and Engineering to guide internal investment tool development.
• Mentor and develop junior members of the Investment Strategy team as the group scales.

Skills

CFA designation

Portfolio management

Investment strategy

Quantitative analysis

AI tools usage

Education

CFA designation or equivalent

Advanced degree in finance/economics

Tools

Bloomberg

Morningstar

Python

Job description

Farther is expanding its Investment Strategy team and seeks a Director of Investment Strategy who will serve as a senior, advisor-facing expert on capital markets. You will perform complex analysis, build models, and guide the development of internal tools while mentoring juniors.

The role reports to the Director of Investment Solutions and balances front-line advisor consultations with rigorous quantitative research to drive firm growth.