Hybrid Director, Investment Solutions

at Father Gabriel Richard High School - Ann Arbor, Michigan

• Job title: Director, Investment Solutions
• Job type: Full Time
• Experience level: Lead
• Salary: Not specified
• Degree requirement: Postgraduate Degree
• Location requirements: Hybrid, New York City, United States

About the role

• Director of Investment Solutions at Farther leading high-impact initiatives and supporting financial advisors. Responsible for organizational improvement and investment frameworks.

Responsibilities

• Lead high-impact initiatives including standardized IPS framework and ensuring all proposals align with fiduciary standards and risk tolerance requirements, and vendor management infrastructure.
• Assist in the management and streamlining of the existing portfolio analysis and book review process for new clients and advisors.
• Drive stalled organizational initiatives across project timelines, stakeholder alignment, and execution — ensuring critical programs move from concept to completion.
• Join prospect meetings as a senior investment resource to sharpen the firm’s investment story and increase close ratios through expert communication of value propositions.
• Develop and maintain a vetted directory of third-party providers (asset managers, tax, estate, concierge services), acting as liaison between advisors and external partners. Build evaluation criteria, centralize due diligence, and ensure regular assessment of all external relationships.
• Serve as a representative of Farther Advisors to Farther Asset Management (FAM), leveraging advisor and client feedback to guide the development of new products and services.
• Manage and develop team members within the Investment Solutions function, providing coaching, guidance, and growth opportunities as the team scales.
• Collaborate with marketing, technology, and compliance to ensure investment information is disseminated in a professional, timely, and brand-consistent manner.
• Provide thought leadership and training to help newer advisors articulate the firm’s investment philosophy and navigate common client objections.
• Present the firm’s tactical and strategic asset allocation recommendations and risk frameworks to both internal and external audiences.

Requirements

• CFA or CAIA designation, with an MBA or equivalent advanced degree.
• Extensive experience as a client-facing portfolio manager or advisor within RIAs, private banks, or multi-family offices.
• Demonstrated experience managing and developing people, with the ability to coach, motivate, and grow a team in a fast-moving environment.
• Significant experience with SEC Marketing rules and performance presentation standards.
• Proven ability to drive organizational initiatives from inception to completion, including managing across stakeholders and re-energizing stalled programs.
• Exceptional communication and presentation skills with the ability to translate complex data into client-ready insights.
• An entrepreneurial mindset with the agility to adapt solutions to the needs of a fast-paced, results-driven organization.
• A demonstrated ability to respectfully challenge the status quo and lead organizational change.

Benefits

• Competitive comp package that rewards impact
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO
• 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