Farther — mijozlarga boyliklarini avlodlar davomida rejalashtirish, ko‘paytirish va asrashga yordam beradigan moliya va boylikni boshqarish kompaniyasi. Uning ma’lumotlarga asoslangan boylik platformasi tajribali maslahatchilarni mijozlarga moslashtirilgan va ularning manfaatlariga yo‘naltirilgan tavsiyalar berishga mo‘ljallangan texnologiya bilan qo‘llab-quvvatlaydi hamda ularga individual munosabatlarga ko‘proq vaqt ajratish imkonini beradi. Farther mijozlarga muhim moliyaviy qarorlarni boshqarish va umumiy boylik strategiyasini yuritishda yordam berish uchun meros huquqi bo‘yicha advokatlar, sertifikatlangan buxgalterlar va sug‘urta mutaxassislarini o‘z ichiga olgan keng qamrovli moliya mutaxassislari jamoasini birlashtiradi.
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.
Tavsif
- 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
Talablar
- 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
Imtiyozlar
- Competitive compensation package with unlimited commission upside
- Comprehensive health coverage
- 401(k) matching contributions
- Roth IRA options
- Unlimited paid time off