Director, Investment Strategy

About the role

Farther is a rapidly growing registered investment advisor (RIA) combining expert advisors with technology, offering a tailored wealth management experience. The Director, Investment Strategy acts as a high-level subject matter expert within the Investment Strategy team, reporting to the Director of Investment Solutions. The role balances front-line advisor consultations with quantitative research, strategic asset allocation and technology development.

Key responsibilities

• Serve as a senior, advisor-facing resource for ad-hoc consultations, giving expert portfolio analysis, transition strategies and insights to support client acquisition and retention.
• Execute complex investment analysis, model building and post-call support so advisors have data-driven narratives.
• Work with Product, Design and Engineering teams to guide the development of internal investment tools.
• Mentor and develop junior members of the Investment Strategy team as the group grows.

Required profile

• CFA designation (or equivalent) and an advanced degree in finance, economics or a related field.
• Extensive experience as a client-facing portfolio manager, investment strategist or senior analyst in an RIA, wirehouse or multi-asset team.
• A "coach" mentality and diplomatic skills to respectfully challenge investment beliefs and resolve disagreements with advisors.
• Entrepreneurial mindset and comfort using AI tools for financial modeling and process improvement.

Required skills

• Building strategic asset allocation frameworks and quantitative and risk analysis.
• Bonus points: Bloomberg and Morningstar, Python, AI assistants such as Claude, and experience automating investment workflows with software engineers.

What we offer

• Competitive compensation package.
• Full health benefits, 401(k) matching and Roth IRA options.
• Unlimited PTO.