Wealth Management Marketing Intern, Farther
Wealth management platform
Be an early applicant
Wealth management platform
101-200 employees
Be an early applicant
101-200 employees
Company mission
To create comprehensive wealth management to ensure clients prosperity now, and far into the future.
Role
Who you are
- Current enrollment in an undergraduate business program
- Demonstrated interest in wealth management and financial services
- Strong proficiency with LinkedIn and professional networking platforms
- Exceptional written and verbal communication skills
- Outstanding organizational abilities and attention to detail
Desirable
- Experience with marketing analytics tools
- Understanding of nonprofit sector dynamics
- Previous internship experience in financial services or marketing
What the job involves
- We're seeking an ambitious Marketing Intern to drive our expansion into the nonprofit endowment and foundation sector. This role offers current undergraduate business students hands-on experience in wealth management marketing, lead generation, and client engagement
- Use platforms like LinkedIn and other professional networking tools to identify and engage with potential clients in the nonprofit sector
- Research and compile a database of nonprofit endowment prospects, including contact information and relevant organizational details
- Assist in creating and scheduling posts on social media platforms to enhance our online presence
- Develop personalized outreach messages to connect with potential clients
- Analyze trends within the nonprofit endowment space to identify potential opportunities for engagement
- Monitor competitor activities and provide insights to inform marketing strategies
- Track and report on the performance of marketing campaigns
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 offering 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.
Founded in 2019, the company has shown impressive year-over-year growth ever since. With newly secured funding, it sets out to onboard more financial advisors, and invest in engineering talent to enhance its offering so it can continue to support clients and advisors alike.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
Company
Funding (last 2 of 3 rounds)
Oct 2024
$72m
SERIES C
Oct 2023
$31m
SERIES B
Total funding: $118m
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
(CEO)An extensive background in financial services, they also Co-founded Essmart. Prior to this, worked as Head of Account Management, Customer Success, and Business Operations at ForUsAll.
Bradley Genser
(CTO)Previously a US Army Officer and VP at Goldman Sachs.
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