Director, Advisor Business Development

Farther

. Build relationships with experienced financial advisors and teams and turn them into real opportunities for Farther .

Posted 10/27/2026full-timeNew York City • New York • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building relationships with financial advisors and teams, managing the full recruiting cycle, and achieving sales targets. Proficient in utilizing CRM tools like Salesforce or HubSpot to track pipeline and opportunities.

Highest-signal resume keywords

5+ Years Sales ExperiencePipeline DevelopmentRecruiting Financial AdvisorsUnderstanding of Custody PlatformsExperience with Salesforce or HubSpot

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales DevelopmentCold CallingPipeline ManagementDeal SourcingClient Engagement

Soft Skills

Relationship BuildingMotivationFlexibilityCommunication

Tools & Technologies

SalesforceHubSpot

Industry Keywords

Financial AdvisorsRIAsWealth ManagementAdvisor Transition EconomicsPractice Economics

About the role

Key responsibilities & impact

Build relationships with experienced financial advisors and teams and turn them into real opportunities for Farther
Source and develop deals and book meetings with established advisors alongside the senior team
Take on the full recruiting cycle, from discovery through signed agreement, as you build your track record
Source and engage established advisors and teams through targeted outbound, referrals, and personal network
Develop early conversations into qualified opportunities and book meetings with the right decision makers
Understand each advisor's practice economics, growth goals, and client base, and tailor the Farther story to fit
Grow into owning the full recruiting cycle, from platform demos through signed agreements
Consistently hit pipeline and meeting targets, building toward annual AUM goals

Requirements

What you’ll need

5+ years of sales or business development experience, with a consistent record of exceeding quota
You've built pipeline through your own outbound efforts, cold calling included
Experience working with sophisticated buyers through sales cycles that take months, not days
Motivated by a high-variable comp structure, with clear goals for your career and earnings
Bachelor's degree
Flexibility to travel to Dallas for priority prospect meetings
Experience recruiting or selling to financial advisors, RIAs, or wealth management firms
An existing network within the independent advisor community
Understanding of custody platforms and advisor transition economics
Hands-on experience with Salesforce or HubSpot

Benefits

Comp & perks

Competitive comp package with uncapped commission potential
Full health benefits
401(k) matching
Roth IRA options
Unlimited PTO
A clear path to owning the full recruiting cycle as you prove your track record
Ground-floor opportunity at a fast-scaling startup
Work alongside some of the brightest minds in fintech