Head of Sphere Advisors

About Sphere

$45 trillion of retirement savings in the U.S. alone are forced to invest in fossil fuels, even though they've had the worst returns of any sector of the economy for the past two decades. While 81% of people are worried about climate change and want to do something about it, they're also required to vote their shares against common-sense climate improvements at the biggest companies in the economy, even though voting in favor of those shareholder proposals could set up companies for long-term success in a rapidly changing world. The 401(k) industry has been shaped by lawsuits over the past two decades, preventing expensive, actively-managed climate funds from making it onto 401(k) plans. Sphere makes it easy to add climate-friendly options to plans by offering funds that are designed to compare favorably to non-climate-friendly index funds on a purely financial basis. The company has spent the past four years getting on all major 401(k) platforms including Schwab, Vanguard, & Fidelity. Now we are seeking a Head of Sphere Advisors to lead a fully-owned subsidiary and manage the growing portfolio of Sphere funds and offer financial advisory services to individuals and institutions looking to invest their money in a way that is good for the planet without compromising long-term financial performance. In addition, The Head of Sphere Advisors will work towards building and training the next generation of financial advisors.

Role Summary

As Head of Sphere Advisors, you will lead Sphere’s growth in wealth management by building and scaling relationships with high-net-worth individuals, families, and family offices seeking climate-aligned investment solutions. You will define and execute Sphere’s wealth advisory strategy, ensuring that when investors are looking to align their portfolios with both financial goals and climate values, Sphere is a trusted and respected partner.

This is a highly strategic and execution-oriented role that combines business development, relationship management, and direct client advisory experience. In addition to building and leading the platform, you will develop and manage your own book of business, serving as a lead advisor to clients and demonstrating best practices for integrating Sphere’s strategies into portfolios. In the long-term, you will grow the Sphere financial advisor team, training new financial advisors who will report to you, with a focus on inclusivity and diversity. The ideal candidate is comfortable operating in an entrepreneurial environment and applying independent judgment to portfolio construction, asset allocation, and long-term client portfolio strategy and management.

You will operate as a true player-coach, personally driving asset growth through your own relationships while building and mentoring a team of advisors over time. This is a rare opportunity to join a high-impact, outcomes-oriented team at a critical inflection point and help shape both the future of Sphere Advisors and the broader evolution of climate-aligned investing.

Key Responsibilities

Business Development & Client Growth

• Develop and execute a growth strategy for Sphere Advisors, focused on high-net-worth individuals, families, foundations, and family offices seeking climate-aligned investment solutions
• Build, develop, and grow a high-quality book of business, directly contributing to asset growth through long-term client relationships
• Establish and deepen relationships with:
  
  • High-net-worth individuals and families
  • Family offices and multi-family offices
  • Mission-aligned institutions, foundations, and philanthropic organizations
  • Centers of influence (attorneys, CPAs, estate planners, philanthropic advisors, and other referral partners)
• Proactively source and develop new client relationships through networking, referrals, thought leadership, and strategic partnerships
• Help shape the long-term growth strategy and client experience for Sphere Advisors

Client Relationship Management & Advisory

• Serve as the primary point of contact and trusted advisor for client relationships, building long-term trust rooted in thoughtful advice and strong outcomes
• Develop and demonstrate best practices for client engagement
• Deliver holistic financial guidance by helping clients integrate Sphere strategies into broader financial plans, including long-term investing, retirement planning, philanthropic goals, and values alignment
• Apply independent judgment to portfolio construction, asset allocation, manager selection, and client portfolio strategy, operating effectively in an entrepreneurial environment without a large centralized investment team
• Conduct regular portfolio reviews, client check-ins, and strategic planning conversations
• Educate clients on Sphere’s products, investment philosophy, portfolio construction, and long-term positioning
• Coordinate with marketing and internal resources to develop compelling, tailored materials and enhance client engagement

Investment Platform & Portfolio Strategy

• Provide oversight for the management of the Sphere funds, in partnership with Sphere’s Chief Product Officer and the fund subadvisors
• Integrate Sphere’s funds thoughtfully within diversified client portfolios
• Stay current on market trends, investment strategies, tax-aware investing considerations, and regulatory developments to inform client conversations
• Provide ongoing feedback to product and leadership teams based on client needs and market dynamics
• Identify opportunities for new investment solutions and portfolio offerings as Sphere expands its fund family

Thought Leadership & Advocacy

• Represent Sphere at wealth management, climate investing, and industry events to strengthen Sphere’s reputation, visibility, and credibility
• Serve as a trusted educator for clients and communities seeking to align investment portfolios with climate-focused goals
• Translate investment strategy into clear, accessible narratives that resonate across different client segments

‍Qualifications

Experience 

• 10+ years of experience in wealth management, financial advisory, private wealth, or asset management
• Demonstrated success in building and growing a book of business and driving asset growth through direct client relationships
• Experience advising high-net-worth individuals, families, and/or family offices
• Strong familiarity with mutual funds, ETFs, portfolio construction, and asset allocation
• Experience navigating custodial platforms and investment operations in an advisory environment is a plus

Skills & Attributes 

• Mission-aligned: you believe in aligning capital with climate-positive solutions
• Focused team player: you like to win as a team, lead with clarity, and get the job done
• Trusted relationship builder with a long-term, client-first mindset
• Skilled communicator able to engage sophisticated investors, family offices, investment committees, and clients directly
• Entrepreneurial and accountable — comfortable building and owning a book of business from the ground up
• Comfortable operating in a lean, entrepreneurial environment and applying independent judgment to portfolio construction, asset allocation, and client portfolio strategy without the infrastructure of a large investment team

Education & Licenses

• Bachelor’s degree required; advanced degree or CFA a plus
• FINRA Series 65 licensed and hold appropriate state registrations

Compensation & Benefits

This is not a typical financial advisor role. We are building a new standard in sustainable, scalable investing. You will be a key partner in helping shift billions in assets toward climate-positive portfolios, while working with a nimble, principled, kind and high-performing team.

Compensation is designed to reward both platform-building and individual production with a salary range of $180,000–$200,000 + performance-based incentives and equity ownership in Sphere, a high-growth VC-backed company. Sphere offers a benefits package that includes healthcare, vision and dental benefits, as well as a 401(k). Additionally, Sphere offers unlimited PTO and a remote-first, inclusive work environment.

Equal Employment Opportunity

At Sphere, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates without regard to race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, gender expression, military and veteran status, and any other characteristic protected by applicable law. Our team believes that diversity, equity and inclusion are critical to the success of any team or company. In addition to federal law requirements, Sphere complies with applicable state and local laws governing nondiscrimination in employment in every location.

Full-time, remote position that includes some travel for conferences, events, and offsites.

To Apply:

Please send your resume and a brief cover letter explaining why you might be a great fit for Sphere and this role to careers@oursphere.org. Applications without this information will not be considered. Please make sure the subject line states: “Head of Sphere Advisors Application: [Your Name]”.

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