Marketing Manager, Advisor Growth Systems
Mid-level General Marketing role at Farther. Dallas · no salary stated · we estimate $68,000–$124,000.
Farther has not published a salary for this role. The figure below is our estimate, not theirs.
Growth Roles summary, based on the employer's posting.
What you'll do
- Run marketing content and component libraries from intake through review, publication, and retirement
- Build workflows for compliance, production, HubSpot operations, advisor requests, and asset distribution
- Maintain AI inputs, prompts, and components while checking output quality before advisor release
- Deliver cross-functional projects, enablement, and advisor-facing materials
- Measure advisor-led organic growth and share insights, while supporting advisor recruiting calls
What you bring
- Five to eight years in B2B2C marketing, wealth management marketing, or content and systems work serving service-industry professionals
- A track record of creating and maintaining reusable resources such as content libraries and resource hubs
- Daily practical use of Claude, ChatGPT, or Gemini, plus experience shipping an LLM-based project, tool, or prompt library
- Strong project management, process design, KPI, dashboard, and data-prioritization skills
- A collaborative approach to working with Compliance, Integrated Marketing, Recruiting, Advisor Experience, and Product
Who this fits
You’ll suit a hands-on marketing operations role focused on content systems, process design, AI-enabled workflows, and project delivery for advisor growth. The role is based in Dallas and works across Compliance, Integrated Marketing, Recruiting, Advisor Experience, Product, and RIA Leadership. You’ll also join prospective advisor recruiting calls and help explain Farther’s marketing capabilities.
From the employer
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.
The Role
This role runs Farther's advisor growth systems day-to-day: owns the content library lifecycle, authors and enforces the operating processes, drives projects across stakeholders, and keeps the machine moving and improving across hundreds of advisors. You'll be measured on operational excellence and marketing results at scale — contributing meaningfully to strategy and direction set by Advisor Marketing and cross-functional leadership.
This is for someone who is energized by content systems, process design, and project delivery — and who knows that in a fast-scaling firm, what gets shipped is determined by who runs the operating model.
Your Impact
- Own the lifecycle (intake, editorial review, publication, retirement) of marketing content and component library. Keep the library fresh as ICPs, brand, and services evolve.
- Author and operate the workflows that make advisor marketing happen at scale: compliance review, content production, HubSpot day-to-day operations for advisor marketing, advisor request intake, asset distribution.
- Maintain the inventory of agents and their inputs; refresh prompts and components as the underlying strategy evolves; run regular spot checks for quality drift; operate the human-in-the-loop review layer on AI outputs before they reach advisors.
- Author and maintain advisor-facing and team member enablement.
- Drive cross-functional projects to completion across teams and departments.
- Track and report analytics for advisor-led organic growth and surface insights.
- Lead prospective advisor recruiting calls, articulating Farther's marketing growth capabilities
The Ideal Match
- 5-8 years in B2B2C marketing, wealth management marketing, or content/systems roles directly serving professionals in a service industry.
- Demonstrated track record in building and maintaining structured, reusable systems such as content libraries and resource hubs.
- AI-native. Daily user of Claude, ChatGPT, or Gemini for real work. Has shipped and maintained something built around an LLM (a Project, a Gem, a custom GPT, an internal tool, a structured prompt library). Can talk fluently about retrieval, system prompts, metadata, and where AI quality breaks down.
- Strong project management discipline, working on parallel workstreams, and pushing things over the line without dropping handoffs.
- Process designer to know how to build processes, identify broken workflows, and rebuild them.
- Comfortable defining and measuring KPIs, establishing and using dashboards, surfacing insights, and using data to prioritize.
- Collaborative operator who treats Compliance, Integrated Marketing, Recruiting, Advisor Experience, and Product as partners rather than gates.
Bonus Points
- Collaborative operator who enjoys serving as the "last mile" for firm-level strategies, working closely with Integrated Marketing, Recruiting, Advisor Experience, and RIA Leadership to scale a coaching-centric advisor growth model
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!
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