Executive in Residence - Head of Advisor Services

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003eThe Role u
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003eu003c/eWe'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.u003c/eThe 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.u003c/cstrongu
003eYour Impactu
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003eu003c/eOwn the strategy, goals, and performance of five advisor-facing teams:
Investment Solutions, Advanced Planning (financial planning, trust u0026amp; estate, tax, 401k, and business services), Farther Insurance Group, Lead Generation, and Process Improvementu
003c/eManage and develop 6 direct reports, building accountability and momentum across a 22-person organizationu
003c/eDrive measurable increases in advisor adoption across all service lines; ensuring Farther's resources are a genuine differentiator in advisor recruiting, retention, and client growthu
003c/eLead 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 reportsu
003c/eChampion 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 deliveredu
003c/eServe as the primary conduit between Advisor Resources and executive leadership; translating team-level progress, risks, and opportunities into clear executive visibilityu
003c/eOversee FIG u0026amp;
Lead Gen's Pu0026amp;

L and hold the team accountable to revenue and profitability targetsu
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003eThe Ideal Matchu
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003eu003c/+ years in wealth management; RIA, IBD, or wealth management platform experience strongly preferredu
003c/+ years leading multiple teams at a senior level, with a track record of developing leaders and driving accountabilityu
003c/eDeep familiarity with the full spectrum of wealth management services: financial planning, investment advisory, trust u0026amp; estate, tax, and insuranceu
003c/eProven ability to build and scale advisory support functions; not just maintain themu
003c/eStrong people leader who can navigate complex team dynamics and earn credibility fastu
003c/eStrategic thinker who can set ambitious, meaningful goals across multiple teams simultaneouslyu
003c/eExecutive presence, equally comfortable in a C-suite conversation, a team all-hands, and one-on-one coachingu
003c/eHigh EQ and the ability to hit the ground running in an established, high-performing environmentu
003c/eGenuine enthusiasm for AI and technology as tools for transforming how advisory services are deliveredu
003c/eComfortable operating with urgency in a fast-moving, entrepreneurial environmentu
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003eBonus Pointsu
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003eu003c/eExperience at a growth-stage or tech-enabled RIA, or startup-adjacent environmentu
003c/eRIA coaching or advisor group leadership backgroundu
003c/eBackground building or scaling lead generation or insurance service linesu
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003enu
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003eWhy Join Usu
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003eu003c/eCompetitive comp package that rewards impactu
003c/eWork alongside some of the brightest minds in fintechu
003c/eGround-floor opportunity at a fast-scaling startupu
003c/eChart your own growth path as we expandu
003c/eFull health benefits + 401(k) matching u0026amp;
Roth IRA optionsu
003c/eUnlimited PTOu
003c/eReady to disrupt wealth management? Let's talk!u003c/liu
003enu
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003eReady to disrupt wealth management? Let's talku
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003e!u003c/strongu
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