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This role runs Farther’s advisor growth systems day-to-day: owns the content library lifecycle, authors and enforces the operating processes, drives projects across stakeholders, and keeps the machine moving and improving across hundreds of advisors
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You’ll be measured on operational excellence and marketing results at scale — contributing meaningfully to strategy and direction set by Advisor Marketing and cross-functional leadership
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Own the lifecycle (intake, editorial review, publication, retirement) of marketing content and component library. Keep the library fresh as ICPs, brand, and services evolve
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Author and operate the workflows that make advisor marketing happen at scale: compliance review, content production, HubSpot day-to-day operations for advisor marketing, advisor request intake, asset distribution
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Maintain the inventory of agents and their inputs; refresh prompts and components as the underlying strategy evolves; run regular spot checks for quality drift; operate the human-in-the-loop review layer on AI outputs before they reach advisors
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Author and maintain advisor-facing and team member enablement
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Drive cross-functional projects to completion across teams and departments
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Track and report analytics for advisor-led organic growth and surface insights
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Lead prospective advisor recruiting calls, articulating Farther’s marketing growth capabilities
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Opportunity to work with a talented team of professionals.
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Drive the success of a venture-backed, rapidly growing firm. This is for someone who is energized by content systems, process design, and project delivery — and who knows that in a fast-scaling firm, what gets shipped is determined by who runs the operating model
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5-8 years in B2B2C marketing, wealth management marketing, or content/systems roles directly serving professionals in a service industry
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Process designer to know how to build processes, identify broken workflows, and rebuild them
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Strong project management discipline, working on parallel workstreams, and pushing things over the line without dropping handoffs
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Comfortable defining and measuring KPIs, establishing and using dashboards, surfacing insights, and using data to prioritize
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Collaborative operator who treats Compliance, Integrated Marketing, Recruiting, Advisor Experience, and Product as partners rather than gates
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Demonstrated track record in building and maintaining structured, reusable systems such as content libraries and resource hubs
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AI-native. Daily user of Claude, ChatGPT, or Gemini for real work. Has shipped and maintained something built around an LLM (a Project, a Gem, a custom GPT, an internal tool, a structured prompt library). Can talk fluently about retrieval, system prompts, metadata, and where AI quality breaks down
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Collaborative operator who enjoys serving as the “last mile” for firm-level strategies, working closely with Integrated Marketing, Recruiting, Advisor Experience, and RIA Leadership to scale a coaching-centric advisor growth model
