Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 86 days ago

Director, Investment Strategy

Farther34 open roles

Where
Hybrid - New York
Work mode
Hybrid
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowDirector, Investment StrategyFarther · Hybrid - New York

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Farther's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Farther postings stay open a median of 50 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: posted 86 days ago

Farther median: 50 days open

The posting

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

The Director Investment Strategy serves as a high-level subject matter expert within the Investment Strategy (IS) team, acting as a crucial resource for Farther Advisors. Reporting to the Director of Investment Solutions, this individual brings deep capital markets expertise to fill critical organizational needs, specifically focusing on complex investment analysis, model building, and providing advisor-facing seniority.

This is a hands-on role where you will balance front-line advisor consultations with rigorous quantitative research, strategic asset allocation, and cross-functional technology development. Your capacity to execute repeatable processes and build scalable solutions will directly drive the firm's growth.

Your Impact

  • Serve as a senior, advisor-facing resource for ad-hoc consultations, providing expert portfolio analysis, transition strategies, and actionable insights to support client acquisition and retention.
  • Execute complex investment analysis, model building, and thorough post-call support work to ensure advisors are equipped with data-driven narratives.
  • Interface regularly with Product, Design, and Engineering teams to guide the development of internal investment tools.
  • Provide ongoing guidance, mentorship, and development support to junior members of the Investment Strategy team as the group scales.

The Ideal Match

  • CFA designation (or equivalent), with an 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.
  • A proven "coach" mentality with the diplomatic skills necessary to respectfully challenge deeply held investment beliefs and navigate disagreements with advisors. • Strong technical proficiency in building strategic asset allocation frameworks and conducting quantitative and risk analysis.

farther.com PAGE 2 OF 3

  • An entrepreneurial mindset with the agility to adapt to the evolving needs of a growing wealthtech firm.
  • Comfort using AI tools to support financial modeling and process enhancement.

Bonus Points

  • Experience working closely with software engineers or product teams to automate investment workflows.
  • Advanced proficiency with tools like Bloomberg and Morningstar, and facility with AI assistants (e.g., Claude) and scripting languages (e.g., Python) to create scalable processes and reduce manual data analysis.
  • 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.

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!

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Farther's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Farther's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Farther's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.