Skip to content
Farther FinanceFarther FinanceNew York, NY

Director, Investment Solutions

Serve as a senior advisor-facing investment expert on the Investment Strategy team. Conduct complex portfolio analysis, build models, guide product/engineering on investment tools, and mentor juniors while supporting client acquisition and retention.

Salary not listed
Hybrid7+ YOEOther

About the role

Your Impact

  • Serve as a senior, advisor-facing resource for ad-hoc consultations, providing expert portfolio analysis, transition strategies, and actionable insights to support client acquisition and retention.
  • Execute complex investment analysis, model building, and thorough post-call support work to ensure advisors are equipped with data-driven narratives.
  • Interface regularly with Product, Design, and Engineering teams to guide the development of internal investment tools.
  • Provide ongoing guidance, mentorship, and development support to junior members of the Investment Strategy team as the group scales.

Requirements

  • CFA designation (or equivalent), with an advanced degree in finance, economics, or a related field.
  • Extensive experience as a client-facing portfolio manager, investment strategist, or senior analyst within an RIA, wirehouse, or multi-asset team.
  • A proven "coach" mentality with the diplomatic skills necessary to respectfully challenge deeply held investment beliefs and navigate disagreements with advisors.
  • Strong technical proficiency in building strategic asset allocation frameworks and conducting quantitative and risk analysis.
  • An entrepreneurial mindset with the agility to adapt to the evolving needs of a growing wealthtech firm.
  • Comfort using AI tools to support financial modeling and process enhancement.

Nice-to-Haves

  • Experience working closely with software engineers or product teams to automate investment workflows.
  • Advanced proficiency with tools like Bloomberg and Morningstar, and facility with AI assistants (e.g., Claude) and scripting languages (e.g., Python) to create scalable processes and reduce manual data analysis.
  • Prior experience navigating complex portfolio transitions or building tax-aware investment models.
  • Familiarity with reviewing external manager strategies or supporting an open-architecture investment platform.

Skills

cfaasset allocationportfolio analysisQuantitative Analysisrisk analysisPythonbloombergmorningstarAI ToolsFinancial Modeling

Similar roles

PlanetScale

Head of Events

PlanetScaleSan Francisco, CA

Own PlanetScale's end-to-end events strategy and hands-on execution for developer and technical audiences, including conferences, owned experiences, executive events, and innovative formats. Drive measurable impact on acquisition, adoption, community, and brand while managing budget, vendors, and cross-functional stakeholders in a high-IC hybrid role.

180k – 250k/yrHybrid3+ YOEOther
Flex

Head of Financial Crimes

FlexSan Francisco, CA +2

Head of Financial Crimes at Flex will own the end-to-end Global BSA/AML program, build crypto/stablecoin financial crime controls, enhance transaction monitoring and fraud detection, and partner cross-functionally to scale compliance in a high-growth fintech. Requires 7-10+ years in financial crime risk, deep regulatory knowledge, and a builder mindset for fintech/bank partnerships.

210k – 260k/yrRemote7+ YOEOther
OpenAI

Head of Competitive Intelligence

OpenAISan Francisco, CA +1

Lead the buildout of OpenAI's competitive intelligence function. Transform market and competitor signals into strategic frameworks, insights, and enablement materials that directly shape product roadmap, GTM, pricing, and executive decisions. Requires 15+ years building CI programs in enterprise software or AI.

347k – 385k/yrHybrid15+ YOEOther
OpenLoop

Sr. Director, RCM & RPM Audit

OpenLoopUnited States

Senior audit leader providing independent oversight of Revenue Cycle Management and Remote Patient Monitoring functions. Designs/executes audits for coding accuracy, claims integrity, RPM compliance against CMS rules, drives corrective actions, and builds a small audit team while aligning with OIG compliance standards.

Salary not listedRemote7+ YOEOther
Grow Therapy

Director, Search & Discoverability

Grow TherapyNew York, NY

Own end-to-end strategy and execution for search, SEO/AEO, YouTube, Reddit/forums and emerging discovery channels at a mental health marketplace. Build measurement frameworks, partner with Product/Engineering/Content/Data, oversee agencies, and drive measurable organic growth and business impact through technical, content, and authority initiatives.

189k – 231k/yrHybrid10+ YOEOther