
Farther
Farther is a financial services company currently hiring. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. The founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. Farther is backed by top-tier venture capital firms, fintech investors, and industry leaders. Farther has between 201-500 employees. Farther currently has three open positions: * **Senior Manager, Client Experience:** This on-site role involves leading a team of Client Experience Managers and Associates. Key responsibilities include establishing service standards, driving strategic initiatives for client satisfaction, overseeing complex client inquiries, and collaborating with Product and Engineering teams. The ideal candidate will have a Bachelor's degree and 7+ years of experience in client experience or operations within the financial services industry, with at least 3 years of people management experience. * **Manager, Advisor Marketing Strategy & Enablement:** This hybrid role focuses on designing and leading Farther's advisor-led growth system. The role involves creating advisor marketing foundations, digital presence standards, and lifecycle playbooks. This role requires experience in advisor marketing, wealth management marketing, or related financial advisor growth roles with direct experience supporting financial advisors or advisory teams. * **Advisor Business Development Coordinator:** This hybrid role is responsible for the operational aspects of the Advisor Business Development team, including coordinating logistics for recruiting events and managing the sales process. The ideal candidate will have 1-3 years of experience in a coordinator, executive assistant, or operations role, preferably supporting sales or recruiting. The job postings mention the use of these technologies and skills: client experience, operations, leadership, communication, relationship building, wealth management, process improvements, problem-solving, strategic thinking, team development, performance management, financial services, custodial platforms, high-net-worth clients, fintech, project management, advisor marketing, data analysis, social media, marketing automation, training, facilitation, KPI tracking, digital presence, client engagement, sales materials, coaching, collaboration, and recruiting. Farther has three open positions. The Senior Manager, Client Experience role is on-site. The Manager, Advisor Marketing Strategy & Enablement and the Advisor Business Development Coordinator roles are hybrid. Here are some frequently asked questions about working at Farther and applying for the listed positions: 1. **What is Farther’s approach to wealth management?** Farther combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. 2. **What are the key responsibilities of the Senior Manager, Client Experience role?** The Senior Manager, Client Experience will lead and develop a team of Client Experience Managers and Associates, establish service standards and operational procedures, drive strategic initiatives, oversee the resolution of complex client inquiries, and partner with Product and Engineering teams. 3. **What experience is required for the Manager, Advisor Marketing Strategy & Enablement role?** The role requires 5–8+ years of experience in advisor marketing, wealth management marketing, or closely related financial advisor growth roles, with direct work supporting financial advisors or advisory teams. 4. **What are the responsibilities of the Advisor Business Development Coordinator?** This role involves coordinating recruiting logistics, managing calendars, facilitating the sales process, coordinating offers and contracts, and acting as an operational hub. 5. **What are some of the benefits of working at Farther?** Employees receive a competitive compensation package, opportunities to work alongside some of the brightest minds in fintech, a ground-floor opportunity at a fast-scaling startup, the ability to chart their own growth path, full health benefits, 401(k) matching & Roth IRA options, and unlimited PTO.
About the Company
Farther is the leading technology-centric wealth management firm – empowering expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. The fastest-growing RIA in the country, Farther manages over $5b in assets across 100+ wealth managers and 5,000 clients.
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