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.

Job Description

We are seeking a dynamic and experienced Learning & Development Specialist to join our growing financial services startup. The ideal candidate will have a proven track record in designing, implementing, and managing training programs within a fast-paced startup environment. You will be instrumental in building a robust learning culture from the ground up, enhancing the skills and knowledge of our sales team, and ensuring they are well-equipped to meet and exceed performance goals while complying with industry regulations.

Key Responsibilities

Training Program Development: Design, develop, and implement comprehensive training programs tailored to the needs of the sales team, including onboarding, financial product training, sales techniques, and compliance training.
Needs Assessment: Conduct regular assessments to identify skills gaps and training needs within the sales organization, with a focus on financial services.
Content Creation: Create engaging and effective training materials, including manuals, e-learning modules, videos, and presentations, with a focus on financial products and services.
Evaluation: Develop and utilize assessment tools to measure the effectiveness of training programs and the impact on sales performance.
Continuous Improvement: Continuously update training programs based on feedback, industry trends, regulatory changes, and sales performance data.
Collaboration: Work closely with sales managers and other stakeholders to align training initiatives with business objectives, sales strategies, and compliance requirements.
Technology Utilization: Leverage learning management systems (LMS) and other technologies to deliver and track training programs.
Startup Culture Building: Play a key role in establishing and nurturing a learning culture within a startup environment, contributing to the overall growth and development of the organization.

Compensation:

You will be paid a competitive base salary, an annual discretionary bonus, and Equity Options

Qualifications:

Required:

5+ years of L&D leadership experience in a sales environment
OR 10+ years in L&D non-leadership experience
Experience building a program from scratch
Experience with learning management systems (LMS), e-learning tools, and virtual training platforms
Excellent written and verbal communication skills
Ability to work both independently and as part of a team
Meticulous attention to detail and accuracy

Nice to have:

Investment Management experience
Start up experience

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