Director of Marketing Strategy & Operations at Farther in Westport, CT

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 Farther Finance seeks an exceptional Director of Marketing Strategy and Operations to serve as Chief of Staff to the firm's marketing lead. This role is designed for a rare operator — one who combines the judgment of a general manager, the discipline of a strategist, and the analytical rigor to ensure marketing is unequivocally tied to business outcomes. As a force multiplier at the center of Farther's growth engine, this person will extend the marketing lead's bandwidth across integrated planning, go-to-market execution, performance analytics, board communications, and cross-functional alignment. Initially acting as a Swiss Army knife across strategic and operational priorities, this person will ultimately own the full suite of marketing operations, running weekly and monthly analysis, integrated planning, budgets and forecasts, and year-over-year marketing plan development. This role operates on the hybrid schedule across Farther's New York City and Connecticut offices. Your Impact Serve as the strategic and operational extension of the marketing lead — institutionalizing best-in-class marketing processes across planning, execution, and measurement Own all weekly and monthly performance analysis, dashboards, and reporting that connect marketing spend to pipeline, client acquisition, retention, and lifetime value Lead integrated planning across all marketing disciplines, ensuring messaging, sequencing, and execution are consistent and audience-aligned across all channels and touchpoints Drive go-to-market trafficking and launch coordination across channels and functions, partnering cross-functionally with sales, product, finance, data, and CX teams Own the development of board presentations, executive updates, and strategic marketing communications, distilling complex data into clear, compelling narratives Manage budgets, forecasts, actuals, and year-over-year planning to ensure disciplined resource allocation and measurable return on marketing investment Serve as connective tissue across the frontline commercial organization, helping marketing, sales, product, and advisor teams script, sell, and service to the right audiences The Ideal Match 8+ years of experience in marketing operations, integrated marketing, growth strategy, or a Chief of Staff role supporting a CMO or Chief Commercial Officer Deep fluency in full-funnel performance metrics — including CAC, LTV, payback periods, contribution margin, funnel conversion, and attribution modeling Proven ability to build and scale marketing operating systems within high-growth, fast-moving environments Equally at home in quantitative analysis and qualitative storytelling – you can spot a declining trend and write a board slide about it, or spot an increasing trend and distill operational improvements to amplify it Exceptional communication skills with experience interfacing directly with executive leadership and cross-functional stakeholders High standards of excellence, strong attention to detail, and a collaborative, non-political approach — someone who functions as a diplomatic engine across commercial teams Bonus Points Background in wealth management, fintech, or financial services Experience in mobile or digital marketing with deep knowledge of digital acquisition and lifecycle marketing mechanics Prior exposure to advisor and/or client lifecycle marketing, including prospect-to-lead-to-deal conversion optimization Strong aesthetic sensibility and brand judgment within premium or modern consumer categories 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!