Executive in Residence - Head of Advisor Services

Company DescriptionFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.The RoleWe're looking for a seasoned wealth management leader to step in as Head of Advisor Resources for approximately 6.5 months while our current leader is on leave. This is not a placeholder role. You'll lead a 22-person team across five advisor-facing functions - stepping in with full authority and accountability from day one.The right person for this role has already built and led organizations like this one. They can earn trust fast, set the standard for a high-performing team, and leave things in measurably better shape than they found them.Your ImpactOwn 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 ImprovementManage and develop 6 direct reports, building accountability and momentum across a 22-person organizationDrive measurable increases in advisor adoption across all service lines; ensuring Farther's resources are a genuine differentiator in advisor recruiting, retention, and client growthLead 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 reportsChampion 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 deliveredServe as the primary conduit between Advisor Resources and executive leadership; translating team-level progress, risks, and opportunities into clear executive visibilityOversee FIG & Lead Gen's P&L and hold the team accountable to revenue and profitability targetsThe Ideal Match15+ years in wealth management; RIA, IBD, or wealth management platform experience strongly preferred10+ years leading multiple teams at a senior level, with a track record of developing leaders and driving accountabilityDeep familiarity with the full spectrum of wealth management services: financial planning, investment advisory, trust & estate, tax, and insuranceProven ability to build and scale advisory support functions; not just maintain themStrong people leader who can navigate complex team dynamics and earn credibility fastStrategic thinker who can set ambitious, meaningful goals across multiple teams simultaneouslyExecutive presence, equally comfortable in a C-suite conversation, a team all-hands, and one-on-one coachingHigh EQ and the ability to hit the ground running in an established, high-performing environmentGenuine enthusiasm for AI and technology as tools for transforming how advisory services are deliveredComfortable operating with urgency in a fast-moving, entrepreneurial environmentBonus PointsExperience at a growth-stage or tech-enabled RIA, or startup-adjacent environmentRIA coaching or advisor group leadership backgroundBackground building or scaling lead generation or insurance service linesWhy Join Us Competitive comp package that rewards impactWork alongside some of the brightest minds in fintechGround-floor opportunity at a fast-scaling startupChart your own growth path as we expandFull health benefits + 401(k) matching & Roth IRA optionsUnlimited PTOReady to disrupt wealth management? Let's talk!Ready to disrupt wealth management? Let's talk