Executive in Residence - Head of Advisor Services

The Role

We'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.

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
• 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
• Ready to disrupt wealth management? Let's talk!