Farther este o companie de finanțe și administrare a averii care îi ajută pe clienți să își planifice, să își dezvolte și să își păstreze averea de-a lungul generațiilor. Platforma sa de administrare a averii, bazată pe date, sprijină consilierii cu experiență printr-o tehnologie concepută pentru a oferi îndrumare personalizată și aliniată cu interesele clienților, oferindu-le totodată mai mult timp pentru relații individuale. Farther reunește o echipă extinsă de specialiști financiari, inclusiv avocați specializați în succesiuni, contabili autorizați și profesioniști în asigurări, pentru a-i ajuta pe clienți să gestioneze decizii financiare importante și strategia lor generală de administrare a averii.
Director of Business Development at Farther - Hybrid
Lead advisor partnerships for Farther’s technology-enabled wealth management platform. Manage recruiting, sales, transitions, and assets-under-management targets across a long-cycle business development process.
Descriere
- Build relationships with experienced financial advisors and teams, guiding prospects from initial contact through signed agreements
- Generate and engage a qualified advisor pipeline through targeted outreach, referrals, and professional networks
- Manage the complete recruiting process, including discovery, platform demonstrations, transition planning, and agreement execution
- Assess each advisor’s practice economics, growth objectives, and client base to tailor Farther’s value proposition
- Coordinate with transition, operations, and executive teams to support smooth moves for recruited advisors
- Meet annual assets-under-management goals through disciplined execution and reliable forecasting
Cerințe
- At least five years of sales or business development experience with a sustained record of surpassing quota
- Demonstrated ability to create pipeline through self-directed outbound activity, including cold calling
- Experience managing complex sales processes involving multiple stakeholders over several months
- Clear career and income objectives, with comfort working in a compensation model weighted toward variable pay
- Bachelor’s degree
- Willingness to travel to Dallas for high-priority prospect meetings
- Experience recruiting or selling to financial advisors, registered investment advisors, or wealth management firms is a plus
- An established network within the independent advisor community is a plus
- Knowledge of custody platforms and advisor transition economics is a plus
- Practical experience using Salesforce or HubSpot is a plus
Beneficii
- Competitive compensation package with unlimited commission upside
- Comprehensive health coverage
- 401(k) matching contributions
- Roth IRA options
- Unlimited paid time off