Senior Digital Marketing Operations Associate, Farther
Wealth management platform
Open for applications
Wealth management platform
201-500 employees
Open for applications
201-500 employees
Company mission
To create comprehensive wealth management to ensure clients prosperity now, and far into the future.
Role
Who you are
- Exceptionally organized and detail-oriented — you catch things others miss
- Comfortable juggling multiple workstreams and stakeholders without losing track of priorities
- Proficient with marketing and CRM tools; HubSpot experience is strongly preferred
- Familiar with Google Workspace (Docs, Drive, Sheets) and comfortable learning new platforms quickly
Desirable
- Comfortable and adept at AI tools, or have an interest in working with AI-powered systems
- Hands-on experience with website content management systems (WordPress, Webflow, HubSpot, AEM, etc.)
- Interested in the intersection of financial services and marketing operations
What the job involves
- Maintain our webpages and manage edits to pages from various team members, collaborating across marketing
- Manage the upload and ongoing maintenance of Google Business Profiles as new advisor profiles are onboarded, and handle Google support verification follow-ups
- Execute advisor microsite updates and edits, routing content changes through to the live site on a recurring basis
- Perform routine QA and maintenance on proprietary internal marketing tools — flag bugs, broken links, rendering issues, and assist with testing new features and functionality; escalate to the appropriate team member for resolution
- Assist with writing PRD documentation for new tools, functionality, and features in our internal marketing system
- Help maintain structure and hygiene of shared G Drive folders in Google Workspace
- Build and execute emails in HubSpot for team members across marketing
- Manage send lists, handle data hygiene, and process opt-outs in HubSpot
- Handle end-to-end event logistics: create Zoom events, build registration pages, send invitations, and coordinate post-event communications
- Import and manage contact and organization lists sourced from GuideStar, ZoomInfo, and other tools for the Institutional and Growth teams
- Support lead verification and deduplication for inbound advisor leads using tools like LinkedIn, BeenVerified, and FINTRX; flag and merge duplicate records to maintain list integrity
- Manage AdvisorFinder.com listings and maintain advisor profiles on-platform
- Drive automation for performance monitoring and dashboards for leadership updates
- Support Growth team reporting on program performance monitoring
Our take
The Wealth Management market consists of two different segments, Financial Advisory and Digital Investment. Farther is looking to take clients' wealth “farther” by delivering both in its integrated service, alongside offering advisors the tools to earn and accelerate the growth of their books.
Through the platform, users can visualise and control every step of their financial transition, as well as access an advisor with the speciality that they need. Advisors in turn are able to use the same portal to streamline their service and reduce paperwork, so they can spend more time on customer interaction.
So far, Farther has shown impressive year-over-year growth and raised significant amounts of funding. It's substantial 2024 influx will be used to expand its advisor network and enhance its wealth management platform. The company has also announced its surpassed $5 billion in assets under management.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 4 rounds)
May 2026
$150m
SERIES D
Oct 2024
$72m
SERIES C
Total funding: $268m
Company benefits
- Opportunity to work with a talented team of professionals.
- Drive the success of a venture-backed, rapidly growing firm
Company HQ
World Trade Center, New York, NY
Leadership
Taylor Matthews
(Co-Founder)Also co-founded Essmart. Prior to this, worked as Head of Account Management, Customer Success and Business Operations at ForUsAll.
Bradley Genser
(Co-Founder & CTO)Previously a US Army Officer and VP at Goldman Sachs.
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