Farther
Overview
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you. With $13 billion in assets under management, we have grown through advisor recruitment and expanded our strategy to include practice acquisitions. Our technology platform enables us to serve clients more effectively and cost-efficiently, offering advisors who join Farther as employees a high payout of wealth advisory fees while maintaining low personnel costs for acquired practices. Ready to disrupt wealth management? Let's talk!
The Role
This role combines M&A expertise and execution excellence to drive Farther's acquisition strategy within the RIA space. You will be responsible for evaluating and executing M&A opportunities with retiring advisors and RIA firms.
Responsibilities
Lead end-to-end M&A processes, from target identification through deal execution and integration
Work with internal and external sourcing resources to build the industry's best acquisition go-to-market strategy, leveraging the Farther platform
Develop compelling business cases for sellers while generating strong economics for the company
Create comprehensive valuation models and committee memoranda and conduct thorough due diligence on potential acquisitions
Structure and negotiate complex deal terms that align with Farther's strategic objectives
Design and implement post-merger integration strategies to ensure successful transitions
Collaborate with operations, product, recruiting, finance, legal, and compliance teams to execute deals efficiently
Build an industry network and cement Farther as the acquirer of choice
Qualifications
4+ years of relevant experience in business development, corporate development, M&A advisory, private equity, or investment banking
MBA from a top-tier institution
Strong understanding of finance principles and deal construction
Proven track record in executing M&A transactions
Excellence in relationship building and stakeholder management
Strong financial modeling and valuation skills
Demonstrated ability to communicate persuasively and discuss economics with potential sellers
Resilient and results-oriented approach
Series 63 license preferred
Bonus Points
Previous experience at a private bank or RIA aggregator
Direct experience with succession planning for financial advisors
Background in wealth management operations or technology
Experience with post-merger integration
Network within the top 20 RIA aggregators
Additional relevant certifications (CFA, CFP, etc.)
Industry experience (helpful but not required)
Why Join Us
Competitive comp package that rewards impact
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
Full health benefits + 401(k) matching & Roth IRA options
Unlimited PTO
Job Details Location: New York, NY; Jersey City, NJ (as examples in listing) – compensation ranges vary by role and are shown in the job postings on the site.
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Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you. With $13 billion in assets under management, we have grown through advisor recruitment and expanded our strategy to include practice acquisitions. Our technology platform enables us to serve clients more effectively and cost-efficiently, offering advisors who join Farther as employees a high payout of wealth advisory fees while maintaining low personnel costs for acquired practices. Ready to disrupt wealth management? Let's talk!
The Role
This role combines M&A expertise and execution excellence to drive Farther's acquisition strategy within the RIA space. You will be responsible for evaluating and executing M&A opportunities with retiring advisors and RIA firms.
Responsibilities
Lead end-to-end M&A processes, from target identification through deal execution and integration
Work with internal and external sourcing resources to build the industry's best acquisition go-to-market strategy, leveraging the Farther platform
Develop compelling business cases for sellers while generating strong economics for the company
Create comprehensive valuation models and committee memoranda and conduct thorough due diligence on potential acquisitions
Structure and negotiate complex deal terms that align with Farther's strategic objectives
Design and implement post-merger integration strategies to ensure successful transitions
Collaborate with operations, product, recruiting, finance, legal, and compliance teams to execute deals efficiently
Build an industry network and cement Farther as the acquirer of choice
Qualifications
4+ years of relevant experience in business development, corporate development, M&A advisory, private equity, or investment banking
MBA from a top-tier institution
Strong understanding of finance principles and deal construction
Proven track record in executing M&A transactions
Excellence in relationship building and stakeholder management
Strong financial modeling and valuation skills
Demonstrated ability to communicate persuasively and discuss economics with potential sellers
Resilient and results-oriented approach
Series 63 license preferred
Bonus Points
Previous experience at a private bank or RIA aggregator
Direct experience with succession planning for financial advisors
Background in wealth management operations or technology
Experience with post-merger integration
Network within the top 20 RIA aggregators
Additional relevant certifications (CFA, CFP, etc.)
Industry experience (helpful but not required)
Why Join Us
Competitive comp package that rewards impact
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
Full health benefits + 401(k) matching & Roth IRA options
Unlimited PTO
Job Details Location: New York, NY; Jersey City, NJ (as examples in listing) – compensation ranges vary by role and are shown in the job postings on the site.
#J-18808-Ljbffr