The Challenge
Farther Finance is building the modern wealth management platform for HNW and institutional clients. You'll own end-to-end marketing strategy and execution for their highest-value segments, designing campaigns and enablement materials that drive qualified leads and advisor wins.
Your Mission
Define and document HNW/UHNW positioning, messaging framework, and value propositions; socialize across product, sales, and advisor teams
Map existing marketing tech stack; set up marketing automation platform (or optimize current) for segmentation, personalization, and AI-enabled drip campaigns
Launch 2-3 targeted digital campaigns (email, webinar, content) to HNW and 401k plan sponsor audiences; establish baseline lead volume and conversion metrics
Create initial sales enablement kit: 5-7 core assets (decks, one-pagers, playbooks, email templates) for advisors to win institutional mandates
Scale integrated HNW/institutional campaign portfolio; achieve target lead volume and cost-per-lead across email, digital, and event channels
Build and refine multi-channel nurture journeys; optimize conversion funnel from lead to qualified opportunity and track ROI by segment
Mature RFP and institutional sales materials; serve as QA/editorial lead; establish repeatable process for content updates and version control
Partner with Corporate/Brand Marketing to integrate segment priorities into broader content calendar; report monthly on segment performance vs. company KPIs
KPIs You'll Own
Qualified Leads by Segment
Track lead volume, source, and quality score for HNW, UHNW, 401k sponsors, and institutional audiences; tie to cost-per-lead.
Conversion Rate (Lead to Opportunity to Client)
Measure progression through sales funnel; identify bottlenecks and optimize messaging and enablement materials to accelerate conversion.
AUM / Revenue from Enterprise Segments
Link marketing activities directly to revenue and assets under management growth; report monthly contribution by segment and campaign.
Campaign Performance (Email, Webinar, Digital)
Monitor open rate, click-through rate, conversion rate, and engagement velocity; iterate on messaging, timing, and targeting.
Sales Enablement Adoption
Track advisor and institutional team usage of marketing materials; gather feedback and iterate on decks, playbooks, and templates.
Tools & Stack
Your Team
Your Manager
Not specified (likely VP Marketing or Chief Marketing Officer)
Current Team
Performance Marketing team, Corporate/Brand Marketing, Advisor Marketing, Product, Institutional Sales
New role; building out Enterprise Segments marketing function
The Package
Salary
$130K-$160K
Remote
On-site, New York, NY
Benefits & Perks
Company Intelligence
Farther Finance is a modern wealth management platform serving high-net-worth individuals, UHNW clients, and institutional audiences (401k plan sponsors, etc.). The company is positioned as a tech-forward alternative to legacy wealth managers, emphasizing sophistication and scalability.
Customers
HNW/UHNW private clients, 401k plan sponsors, institutional investors
Is This Role For You?
- You've spent 5+ years in financial services or wealth management marketing and actually understand HNW/UHNW buyer psychology and institutional RFP processes
- You're equally comfortable with strategy (defining positioning, segments, go-to-market) and execution (building decks, running campaigns, managing drip sequences in marketing automation)
- You obsess over linking marketing output to business outcomes: leads, conversion rates, AUM, revenue—not vanity metrics
- You thrive in fast-moving, collaborative environments where you'll partner closely with sales, product, and brand teams to move the needle
- You prefer pure strategy or pure execution; this role requires 70% hands-on work initially
- You've only worked in B2C, early-stage SaaS, or outside financial services; HNW/institutional complexity will frustrate you without domain knowledge
- You can't own ambiguity and operate without a fully fleshed-out marketing plan on day one; you'll need to design the playbook as you go
Interview Process
Screening call
Hiring manager (CMO or VP Marketing) discusses background, HNW/institutional marketing experience, and familiarity with sales enablement
Portfolio review
Walk through 2-3 campaigns, positioning docs, or sales materials you've built; explain your process, metrics, and impact
Strategy exercise
Design a 3-month marketing plan for one Farther segment (HNW or 401k sponsors); present positioning, campaigns, metrics, and enablement ideas
Cross-functional interviews
Conversations with VP Sales, Product Lead, or Advisor Marketing Manager to assess collaboration style and familiarity with institutional/enterprise workflows
Final round
CEO or CFO conversation; discuss company vision, your long-term growth contribution, and fit with Farther's culture
Interested in this role?
Apply now and hear back within days, not weeks.
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About Growth Marketing Roles
Growth marketers drive user acquisition, activation, and retention through data-driven experimentation. They sit at the intersection of product, data, and marketing — running A/B tests, building funnels, and scaling what works.