Chief Executive Officer
Lead a stealth enterprise software startup as CEO: set vision, drive growth, build leadership team, manage fundraising and investor relations. Requires 15+ years executive experience and proven scaling track record.
Executive in Residence - Head of Advisor Services
Seasoned wealth management executive to lead a 22-person Advisor Resources team for ~6.5 months. Drive strategy and performance across investment solutions, advanced planning, insurance, lead gen, and process improvement while championing AI/tech adoption.
New York, NYSan Francisco, CADallas, TXExecutive LeadershipHybrid15+ YOE
About the role
Your Impact
- Own the strategy, goals, and performance of five advisor-facing teams: Investment Solutions, Advanced Planning (financial planning, trust & estate, tax, 401k, and business services), Farther Insurance Group, Lead Generation, and Process Improvement
- Manage and develop 6 direct reports, building accountability and momentum across a 22-person organization
- Drive measurable increases in advisor adoption across all service lines; ensuring Farther's resources are a genuine differentiator in advisor recruiting, retention, and client growth
- Lead Farther's 1H 2027 goal-setting cycle, partnering with team leaders to set ambitious, measurable goals aligned to firm-wide priorities; conduct year-end performance reviews for direct reports
- Champion the adoption of AI and tech-enabled solutions across all teams: partnering with product and engineering to embed technology into how advisory services are built and delivered
- Serve as the primary conduit between Advisor Resources and executive leadership; translating team-level progress, risks, and opportunities into clear executive visibility
- Oversee FIG & Lead Gen's P&L and hold the team accountable to revenue and profitability targets
The Ideal Match
- 15+ years in wealth management; RIA, IBD, or wealth management platform experience strongly preferred
- 10+ years leading multiple teams at a senior level, with a track record of developing leaders and driving accountability
- Deep familiarity with the full spectrum of wealth management services: financial planning, investment advisory, trust & estate, tax, and insurance
- Proven ability to build and scale advisory support functions; not just maintain them
- Strong people leader who can navigate complex team dynamics and earn credibility fast
- Strategic thinker who can set ambitious, meaningful goals across multiple teams simultaneously
- Executive presence, equally comfortable in a C-suite conversation, a team all-hands, and one-on-one coaching
- High EQ and the ability to hit the ground running in an established, high-performing environment
- Genuine enthusiasm for AI and technology as tools for transforming how advisory services are delivered
- Comfortable operating with urgency in a fast-moving, entrepreneurial environment
Bonus Points
- Experience at a growth-stage or tech-enabled RIA, or startup-adjacent environment
- RIA coaching or advisor group leadership background
- Background building or scaling lead generation or insurance service lines
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Skills
Wealth ManagementRiaFinancial PlanningInvestment AdvisoryTrust & Estate PlanningTax PlanningInsurance ServicesTeam LeadershipP&L ManagementAi Adoption
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