Business Development Specialist - Association Sales & Outreach

Remote

About the role

<div class="content-intro"><section id="st-companyDescription" class="job-section"> <div class="wysiwyg"> <section id="st-companyDescription" class="job-section"> <div class="wysiwyg"> <h2 class="title">Company Description</h2> <p>Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.</p> <p>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.</p> <p>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.</p> </div> </section> </div> </section></div><p><strong>

The Role</strong></p> <p>Most condo and HOA boards are managing serious money with no advisor and no plan. Farther is already the largest provider of financial advice for community associations, and you'll be the first person boards hear from us.</p> <p>Your job is simple to describe and not easy to do: pick up the phone, start good conversations, and put qualified meetings on the Director of Institutional's calendar. You'll have a real team behind you, and a clear path into sales as you grow.</p> <p><strong>Your Impact</strong></p> <ul> <li>Call and email board members and community managers at condos and HOAs, with a baseline of 50+ calls a day</li> <li>Ask good questions, qualify on size and fit, and book meetings for the Director of Institutional</li> <li>Build early rapport with boards, managers, and gatekeepers</li> <li>Log every touch in HubSpot and track calls, connects, and meetings so we can sharpen lists and messaging</li> <li>Work with the Director of Institutional on target lists and outreach, with room to grow into leading intro conversations</li> </ul> <p><strong>The Ideal Match</strong></p> <ul> <li>Experience in outbound sales, tele-sales, or business development, with a record of hitting activity goals</li> <li>Genuinely comfortable on the phone, and not rattled by a cold call</li> <li>Clear, confident verbal and written communication with board volunteers and property professionals</li> <li>Hands-on experience with HubSpot or a similar CRM</li> </ul> <p><strong>

Bonus Points</strong></p> <ul> <li>Background in property management, community association management, insurance, or real estate</li> <li>Curiosity about finance and investing (we'll train you, no wealth management experience needed)</li> <li>Based near Jacksonville, Tampa, Charleston, Charlotte, or New Orleans, for the occasional local event</li> </ul> <p><strong>

Why Join Us</strong></p> <ul> <li>Competitive comp package that rewards impact</li> <li>Work alongside some of the brightest minds in fintech</li> <li>Ground-floor opportunity at a fast-scaling startup</li> <li>Chart your own growth path as we expand</li> <li>Full health

benefits + 401(k) matching & Roth IRA options</li> <li>Unlimited PTO</li> </ul> <p><strong>Ready to disrupt wealth management? Let's talk!</strong></p>

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

Company

NameFarther Finance
IndustryBusiness/Productivity Software
Team Size4

Funding

Total raised

$118M

Last stage

Series C

Investors

CCapitalG
VViewpoint Ventures
Lightspeed Venture Partners
Bessemer Venture Partners
Khosla Ventures

Founders

Taylor Matthews

Taylor Matthews

Co-Founder & CEO

LinkedIn
BG

Brad Genser

Co-Founder & CTO

LinkedIn

What happens next.

No applications, no recruiter spam. Just the intro.

01

Confirm the fit

A few questions to make sure this role is the right shape for you. Two minutes.

02

I pitch you to the company

I write the intro, send it to the founder, and handle the back-and-forth.

03

A meeting lands on your calendar

If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.