Farther · 9 hours ago
Marketing Manager, Enterprise & Strategic Segments
Hybrid - Irving, TX
Full-time
Hybrid
Mid, 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 Marketing Manager, Enterprise Strategic Segments will lead marketing initiatives targeting High Net Worth and Ultra High Net Worth clients, focusing on generating qualified leads and supporting conversion efforts through integrated marketing plans and campaigns.
ConsultingFinanceFinancial ServicesFinTechWealth Management
Responsibilities
Define and continuously refine segment positioning, messaging, and value propositions for HNW, UHNW, 401k plan sponsors, and institutional audiences, ensuring Farther shows up as a differentiated, modern partner
Actively participate in and enhance Farther's overall content strategy, ensuring segment needs are integrated into corporate and Advisor Marketing plans for maximum impact and consistency
Build and execute integrated HNW and institutional marketing plans and targeted digital campaigns that generate qualified leads and support conversion, balancing advisor-led initiatives, targeted campaigns, and corporate programs
Design, launch, and iterate multi-channel online campaigns (email, webinars, digital content), including AI-powered, automated drip journeys that nurture prospects and deepen engagement over time
Create scalable sales and advisor enablement materials (decks, one-pagers, playbooks, email templates, event-in-a-box kits) that help advisors consistently win sophisticated private-client and institutional mandates
Serve as the marketing point of contact for institutional sales materials, elevating the layout, structure, and answer quality of RFP-related content and presentations while the institutional team owns drafting and tracking
Stand up a practical operating rhythm in the first 90 days, grounded in clear KPIs and reporting, while establishing HNW as a formidable and clearly defined offering within Farther
Qualification
Required
Proven track record as a hands-on marketer who can both set segment strategy and personally execute campaigns, content, and sales materials, comfortable with a 70% execution / 30% strategy split initially
A results-driven mindset and fluency in linking marketing performance directly to core business outcomes (lead volume, conversion rate, revenue, and AUM)
5-8+ years of marketing experience in financial services, wealth or asset management, or a closely related environment, with direct exposure to HNW/UHNW and/or institutional audiences
Strong experience in sales enablement and go-to-market support, including building persuasive pitch materials that move complex, multi-stakeholder deals forward
Working knowledge of how to leverage marketing automation (e.g., for segmentation, personalization, send-time optimization, and automated drip journeys) and a demonstrated ability to design and manage AI-enabled drip campaigns at scale
Collaborative, organized, and comfortable leading cross-functional initiatives with Advisor Marketing, Corporate/Brand Marketing, Product, Investment Strategy, and institutional stakeholders, including moderate travel for key events and meetings
Preferred
Working knowledge of HubSpot or similar platforms for using dashboards, lists, and reports, plus the ability to translate segment needs into clear requirements for marketing operations and admin partners
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
Company data provided by crunchbase