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. Sphere has spent the past four years getting on all major 401(k) platforms, including Schwab, Vanguard & Fidelity. Now we are seeking a DCIO Sales Lead who can drive distribution of both our flagship product and upcoming TDF suite across the defined contribution landscape, with a focus on 401(k) advisors and consultants.
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
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
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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