Farther · 11 hours ago
Manager, Advisor Marketing Strategy & Enablement
Dallas, TX
Full-time
Onsite
Senior Level
5+ years expFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive wealth management experience. The Manager, Advisor Marketing Strategy & Enablement will design and lead the advisor-led growth system, creating standards and programs that help advisors grow their practices organically.
ConsultingFinanceFinancial ServicesFinTechWealth Management
Responsibilities
Design the advisor marketing foundation system, including standards, checklists, and templates for social media profiles, online presence, and local visibility, so advisors have a clear blueprint for a strong digital footprint and deliver measurable ROI from even foundational marketing tactics
Build prescriptive, lifecycle- and persona-based advisor growth playbooks covering specific cadences, campaigns, and assets that can be executed consistently and deliver measurable ROI
Incorporate segment-specific positioning and sales materials (HNW, UHNW, institutional) into advisor playbooks and toolkits, ensuring advisors can effectively execute firm strategies in their local markets
Own advisor-facing enablement for these programs, including "train-the-trainer" sessions, office hours, and materials that equip Marketing Associates to act as growth coaches for their advisor pods
Lead frequent advisor recruiting marketing calls (roughly one per business day) with advisors considering joining Farther, explaining the firm's growth and marketing capabilities and answering detailed questions about how advisor marketing drives practice growth
Establish and track a clear KPI framework for advisor-led organic growth, including AUM impact (for example, advisors in programs growing at least 5% faster), advisor adoption of resources, advisors choosing Farther because of its growth platform, and advisor satisfaction with marketing support
Qualification
Required
5–8+ years of experience in advisor marketing, wealth management marketing, or closely related financial advisor growth roles, with direct work supporting financial advisors or advisory teams
Proven ability to design and implement structured advisor growth programs or playbooks, turning best practices into prescriptive, easy-to-execute processes that drive measurable AUM growth
Strong facilitator and communicator comfortable leading advisor-facing trainings, 'train-the-trainer' sessions, and one-on-one prospect calls that clearly articulate a compelling advisor growth story
Data-informed mindset with experience defining and tracking KPIs for advisor marketing efforts (for example, pipeline, win rates, AUM growth differentials, adoption and engagement with marketing resources)
Familiarity with common advisor marketing tools and platforms (social networks, Google Business Profile, reviews platforms, HubSpot/marketing automation), with the ability to set requirements and partner with admins
Benefits
Full health benefits + 401(k) matching & Roth IRA options
Unlimited PTO
Company
Farther
Farther is a wealth management firm that combines expert financial advisors with technology to financial planning.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$118MKey Investors
Lightspeed Venture PartnersBessemer Venture Partners
2024-10-10Series C· $72M
2023-09-27Series B· $31M
2022-05-01Series A· $15M
Leadership Team
Taylor Matthews
Co-Founder and CEO
Christopher Powers
Chief Compliance Officer and Strategic Advisor
Recent News
linkedin.com
2026-01-08
2025-11-19
2025-11-19
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