Executive in Residence - Head of Advisor Services

The Role

We're looking for a seasoned wealth management leader to step in as Head of Advisor Resources for approximately 6.5 months while our current leader is on leave. This is not a placeholder role. You'll lead a 22-person team across five advisor-facing functions — stepping in with full authority and accountability from day one.

The right person for this role has already built and led organizations like this one. They can earn trust fast, set the standard for a high-performing team, and leave things in measurably better shape than they found them.

Your Impact

• Own the strategy, goals, and performance of five advisor-facing teams: Investment Solutions, Advanced Planning (financial planning, trust & estate, tax, 401k, and business services), Farther Insurance Group, Lead Generation, and Process Improvement


• Manage and develop 6 direct reports, building accountability and momentum across a 22-person organization


• Drive measurable increases in advisor adoption across all service lines; ensuring Farther's resources are a genuine differentiator in advisor recruiting, retention, and client growth


• Lead Farther's 1H 2027 goal-setting cycle, partnering with team leaders to set ambitious, measurable goals aligned to firm-wide priorities; conduct year-end performance reviews for direct reports


• Champion the adoption of AI and tech-enabled solutions across all teams: partnering with product and engineering to embed technology into how advisory services are built and delivered


• Serve as the primary conduit between Advisor Resources and executive leadership; translating team-level progress, risks, and opportunities into clear executive visibility


• Oversee FIG & Lead Gen's P&L and hold the team accountable to revenue and profitability targets

The Ideal Match

• 15+ years in wealth management; RIA, IBD, or wealth management platform experience strongly preferred


• 10+ years leading multiple teams at a senior level, with a track record of developing leaders and driving accountability


• Deep familiarity with the full spectrum of wealth management services: financial planning, investment advisory, trust & estate, tax, and insurance


• Proven ability to build and scale advisory support functions; not just maintain them


• Strong people leader who can navigate complex team dynamics and earn credibility fast


• Strategic thinker who can set ambitious, meaningful goals across multiple teams simultaneously


• Executive presence, equally comfortable in a C-suite conversation, a team all-hands, and one-on-one coaching


• High EQ and the ability to hit the ground running in an established, high-performing environment


• Genuine enthusiasm for AI and technology as tools for transforming how advisory services are delivered


• Comfortable operating with urgency in a fast-moving, entrepreneurial environment

Bonus Points

• Experience at a growth-stage or tech-enabled RIA, or startup-adjacent environment


• RIA coaching or advisor group leadership background


• Background building or scaling lead generation or insurance service lines

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


• Ready to disrupt wealth management? Let's talk!

Ready to disrupt wealth management? Let's talk!