Executive in Residence - Head of Advisor Services

Fartherfinance; 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

Fartherfinance, located in New York, is seeking a Head of Advisor Resources to lead five advisor-facing teams for approximately 6.5 months. This fixed-term role requires a seasoned leader to manage a workforce of 22, driving strategical goals and accountability.

The ideal candidate has over 15 years in wealth management and 10 years in a leadership capacity, capable of fostering relationships and advocating for technology adoption. This role provides a competitive compensation package and opportunities for professional growth.

Qualifications

• 15+ years in wealth management, preferably with RIA or IBD experience.
• 10+ years leading multiple teams with proven accountability.
• Deep familiarity with wealth management services including financial planning and insurance.

Responsibilities

• Own the strategy and performance of five advisor-facing teams.
• Manage and develop 6 direct reports in a 22-person organization.
• Drive advisor adoption across service lines to boost recruitment and retention.

Skills

Leadership

Wealth management expertise

Strategic thinking

AI and tech integration

Executive presence

Job description

The Role

We're 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. You'll 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 Farther's resources are a genuine differentiator in advisor recruiting, retention, and client growth
• Lead Farther's 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 Gen's 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? Let's talk!