Director, Investment Strategy

The role

The Director Investment Strategy serves as a subject matter expert for Farther Advisors. This role involves complex investment analysis, model building, and advisor-facing consultations.

What you will do

• Serve as a senior, advisor-facing resource for ad-hoc consultations
• Provide expert portfolio analysis, transition strategies, and actionable insights
• Execute complex investment analysis and model building
• Provide post-call support work to equip advisors with data-driven narratives
• Interface with Product, Design, and Engineering teams to guide internal investment tool development
• Provide guidance, mentorship, and development support to junior members of the Investment Strategy team

Required qualifications

• CFA designation (or equivalent)
• Advanced degree in finance, economics, or a related field
• Extensive experience as a client-facing portfolio manager, investment strategist, or senior analyst within an RIA, wirehouse, or multi-asset team
• Proven coach mentality with diplomatic skills to navigate disagreements with advisors
• Strong technical proficiency in building strategic asset allocation frameworks and conducting quantitative and risk analysis
• Entrepreneurial mindset
• Comfort using AI tools to support financial modeling and process enhancement

Nice to have

• Experience working closely with software engineers or product teams to automate investment workflows
• Advanced proficiency with tools like Bloomberg and Morningstar
• Facility with AI assistants (e.g., Claude) and scripting languages (e.g., Python)
• Prior experience navigating complex portfolio transitions or building tax-aware investment models
• Familiarity with reviewing external manager strategies or supporting an open-architecture investment platform

Benefits

• Competitive comp package that rewards impact
• Full health benefits
• 401(k) matching
• Roth IRA options
• Unlimited PTO

About the company

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology. The founders are leaders and innovators from the private wealth industry.