Lead Associate Trainer, RIA jobs in United States
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Farther · 6 hours ago

Lead Associate Trainer, RIA

positionHybrid - New York, NY
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive wealth management experience. As a Lead Associate Trainer, you will architect the learning infrastructure to ensure advisor success by designing comprehensive curriculum frameworks and creating scalable training programs.

ConsultingFinanceFinancial ServicesFinTechWealth Management
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Growth Opportunities

Responsibilities

Design comprehensive curriculum frameworks for advisor development across their entire lifecycle — from onboarding through advanced practice management
Partner with RIA leadership to translate business strategy into actionable learning objectives and monthly training programs
Build measurement systems to track learning outcomes and demonstrate training ROI
Create scalable training programs grounded in adult learning theory that adapt to different advisor needs and learning styles
Collaborate with cross-functional partners to extract knowledge from subject matter experts and build effective training content
Establish training philosophy, methodologies, and standards that ensure consistency and quality as Farther scales
Research and implement emerging best practices in learning and development, bringing fresh perspectives from other industries

Qualification

Curriculum developmentInstructional designAdult learning principlesTraining program designLearning measurement systemsIntellectual curiosityCollaborationCommunication skillsStrategic thinkingProject management

Required

5+ years designing training curriculum from scratch, ideally across multiple industries or contexts
Strong foundation in adult learning principles and instructional design frameworks
Proven ability to quickly learn new domains and translate complex concepts into effective training
Strategic thinker who connects business objectives to learning outcomes and measurable results
Exceptional written and verbal communication skills with the ability to present to senior leadership
Track record of managing multiple curriculum projects simultaneously with strong execution
Collaborative mindset with the ability to work effectively with subject matter experts
Intellectually curious self-starter who thrives in ambiguous, fast-paced startup environments

Preferred

Bachelor's degree in Education, Curriculum Development, Instructional Design, or related field
Experience developing training for professional services or advisory businesses
Background in corporate L&D at companies that scaled significantly
Certification in instructional design or adult learning (CPLP, ATD, etc.)
Experience building training functions from the ground up
Prior teaching or facilitation at higher education level

Benefits

Full health benefits
401(k) matching & Roth IRA options
Unlimited PTO

Company

Farther

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Farther is a wealth management firm that combines expert financial advisors with technology to financial planning.
dateFounded in 2019
location
San Francisco, California, USA
people-size201-500 employees
web-link
https://www.farther.com

Funding

Current Stage
Growth Stage
Total Funding
$118M
Key Investors
Lightspeed Venture PartnersBessemer Venture Partners
2024-10-10Series C· $72M
2023-09-27Series B· $31M
2022-05-01Series A· $15M

Leadership Team

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Taylor Matthews
Co-Founder and CEO
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Christopher Powers
Chief Compliance Officer and Strategic Advisor
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Recent News

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2026-01-08
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2025-11-19
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2025-11-19
Company data provided by crunchbase