About the role

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

As a Senior Manager of Client Experience, you will lead a team responsible for delivering a world-class wealth management experience for Farther advisors and clients. You'll oversee the execution of financial operations required for advisor onboarding, client onboarding, ongoing requests, and any complex needs. You will collaborate closely with our Product and Engineering teams to continually push the boundaries of wealth management and develop your team members. As a people manager within Farther's client experience team, this is an opportunity to have a huge impact – not just on the company, but on the entire wealthtech industry.

Your Impact

Lead and develop a team of Client Experience Managers and Associates, providing coaching, mentorship, and performance management
Establish service standards and operational procedures to ensure consistency and excellence across the client experience function
Drive strategic initiatives to enhance client satisfaction and retention
Oversee the resolution of complex client inquiries and escalated issues
Partner with Product and Engineering teams to identify and implement process improvements and new client-facing solutions
Build and maintain relationships with key stakeholders, including advisors, custodians, and third-party vendors
Analyze client experience metrics and provide insights to senior leadership on trends and opportunities

The Ideal Match

Bachelor's degree with 7+ years of experience in client experience or operations within the financial services industry, including 3+ years of people management experience
Strong leadership skills with a proven track record of developing high-performing teams
Exceptional communication and relationship-building abilities
Comprehensive understanding of wealth management operations and custodial platforms
Experience implementing process improvements and operational efficiencies
Strategic thinker with excellent problem-solving skills
Ability to thrive in a fast-paced, high-growth environment

Bonus Points

Advanced knowledge of financial products, including separately managed accounts (SMAs) and alternative investments
Experience working with high-net-worth clients
Background in fintech or wealth management technology platforms
Project management certification or experience

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

Skills & Tags

go ai product

Aplyr's read

Farther is a tech-driven financial services firm, attracting professionals focused on innovative wealth management and client-centric solutions.
Synthesized from recent postings & public sources

What's promising

•Farther leverages advanced technology to enhance wealth management services.
•Recent hiring in diverse roles indicates growth and expansion.
•Focus on ultra-high-net-worth clients suggests a premium service offering.

What to watch

•Limited public information about company culture and work-life balance.
•High competition in the financial tech sector could impact market share.
•Dependence on technology may pose risks if systems fail.

Why Farther

•Farther combines technology with personalized wealth management.
•Emphasis on ultra-high-net-worth clients differentiates its market approach.
•Innovative roles like Portfolio Quant Developer highlight a focus on data-driven strategies.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Farther

Farther

farther.com

View company

Farther is a financial services company that provides wealth management and investment solutions, leveraging technology to enhance client experiences.