Lead Associate Trainer, RIA - New York - Farther LLC

Description

Lead Associate Trainer, RIA

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

As our Lead Associate Trainer, you'll architect the learning and development infrastructure that powers advisor success at Farther. This isn't about executing someone else's training plan you'll be the strategic designer who builds comprehensive curriculum frameworks from the ground up, establishes training philosophy grounded in adult learning principles, and creates scalable programs that support advisors throughout their entire journey with us.

You'll bring expertise in curriculum development and instructional design, applying best practices from whatever industries you've worked in before. We don't need you to be a financial services expert we need you to be a learning expert who can quickly absorb new domains and translate complex concepts into effective training experiences. This is a ground-floor opportunity to build an enterprise-grade curriculum at a fast-growing fintech, partnering directly with leadership to shape how we develop and support our advisor community.

Your Impact

• Design comprehensive curriculum frameworks for advisor development across their entire lifecycle from onboarding through advanced practice management
• Partner with RIA leadership to translate business strategy into actionable learning objectives and monthly training programs
• Build measurement systems to track learning outcomes and demonstrate training ROI
• Create scalable training programs grounded in adult learning theory that adapt to different advisor needs and learning styles
• Collaborate with cross-functional partners to extract knowledge from subject matter experts and build effective training content
• Establish training philosophy, methodologies, and standards that ensure consistency and quality as Farther scales
• Research and implement emerging best practices in learning and development, bringing fresh perspectives from other industries

The Ideal Match

• 5+ years designing training curriculum from scratch, ideally across multiple industries or contexts
• Strong foundation in adult learning principles and instructional design frameworks
• Proven ability to quickly learn new domains and translate complex concepts into effective training
• Strategic thinker who connects business objectives to learning outcomes and measurable results
• Exceptional written and verbal communication skills with the ability to present to senior leadership
• Track record of managing multiple curriculum projects simultaneously with strong execution
• Collaborative mindset with the ability to work effectively with subject matter experts
• Intellectually curious self-starter who thrives in ambiguous, fast-paced startup environments

Bonus Points

• Bachelor's degree in Education, Curriculum Development, Instructional Design, or related field
• Experience developing training for professional services or advisory businesses
• Background in corporate L&D at companies that scaled significantly
• Certification in instructional design or adult learning (CPLP, ATD, etc.)
• Experience building training functions from the ground up
• Prior teaching or facilitation at higher education level
• Financial services experience is NOT required. We value learning expertise and fresh thinking over industry background.

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