About the role
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role Our Institutional Advisory team works with nonprofits, foundations, and endowments — and every relationship starts with a conversation. We're looking for a Business Development Specialist to open those conversations. This is a high-volume outbound role: you'll be reaching out to executive leaders and board members at nonprofit organizations every day, building rapport, and setting up meetings for our sales team. You don't need a finance background to succeed here — you need to enjoy the hustle of the phone, care about doing right by the people you talk to, and want to build a career in institutional sales. Your Impact
Execute high-volume daily outbound outreach to executive leaders and board members at nonprofit organizations, foundations, and endowments Research and engage key decision-makers using LinkedIn and other prospecting tools Clearly and persuasively communicate our value proposition, tailored to each organization's needs Qualify prospective institutions and hand off warm opportunities to the sales team Log and manage all outreach activity, notes, and lead status in our CRM, and use that data to sharpen your approach over time
The Ideal Match
Prior experience in a direct outbound sales, tele-sales, or business development role High energy and genuine comfort with sustained daily outbound calling Excellent verbal and written communication skills, with the poise to speak with senior executives and board members Self-motivated, coachable, and eager to build a long-term career in sales Comfort learning and working within a CRM and prospecting tools
Bonus Points
Hands-on experience with HubSpot or a similar CRM Experience with LinkedIn Recruiter or other prospecting platforms Familiarity with financial, investment, or consulting concepts
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!
About Farther Finance
Farther is a wealth management company that combines financial advisory services with a proprietary technology platform designed to support investment management, financial planning, and tax optimization. The company provides clients with a centralized system for viewing and managing financial accounts, documents, portfolios, and cash management activities in one place. Farther offers services that include portfolio management, retirement planning, estate planning, business planning, and access to private market investment opportunities through its advisory and asset management teams. Its platform is designed to help advisors automate administrative processes, improve operational efficiency, and deliver customized investment strategies supported by data and analytics. The company also works with high-net-worth individuals, families, entrepreneurs, and institutions by providing integrated financial planning and investment management services tailored to varying levels of financial complexity.
Other roles at Farther Finance
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Job details
Location
Remote
Funding
Total raised
$118M
Last stage
Series C
Investors
What happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.