Own the advisor lead-generation pipeline by conducting high-volume outbound phone, email, and SMS campaigns, qualifying inbound prospects, managing follow-ups, meeting lead-generation targets, and maintaining accurate HubSpot records. Partner with sales leadership to refine messaging, identify conversion patterns, and improve outreach processes. Serve as the first point of contact for prospective wealth-management clients.
Company Description
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.
Farther is building the future of wealth management — and the Advisor Lead Generation Specialist is a critical driver of that growth. You'll own the top of our advisor pipeline: identifying, engaging, and qualifying prospective clients before connecting them with our wealth advisors. This isn't a passive scheduling role. You'll be working outbound campaigns, managing a live pipeline, and hitting targets in a fast-moving environment where your output directly fuels advisor revenue.
Your Impact- Run high-volume outbound outreach via phone, email, and SMS to engage prospects across multi-day campaigns
- Qualify inbound leads to assess fit before routing to wealth advisors
- Manage and own your pipeline — proactively following up to keep prospects moving through the funnel
- Meet and exceed weekly and monthly lead generation targets and pipeline KPIs
- Serve as the first point of contact for Farther — setting a strong first impression with every interaction
- Partner with sales leadership and the Client Acquisition team to refine outreach strategy and messaging
- Track all prospect interactions and maintain accurate records in HubSpot
- Surface patterns and feedback to drive continuous improvement in conversion and process
- 4+ years of sales or lead generation experience, preferably in financial services
- Proven track record of hitting outbound activity metrics and pipeline targets
- Engaging phone presence and strong written communication skills
- Self-starter with a bias for action — you don't wait to be told to follow up
- Highly organized with strong time management and attention to detail
- Highly adaptable and thrives in fast-paced, high-growth environments
- CRM proficiency required — HubSpot experience preferred
- Background in wealth management, fintech, or financial services sales
- Experience running multi-touch outbound sequences
- Track record of exceeding quota or lead generation benchmarks
- 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 options
- Unlimited PTO
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