The Role

The Marketing Manager, Enterprise Strategic Segments will serve as the strategic architect and execution lead for Farther's priority growth segments, with an initial focus on High Net Worth and Ultra High Net Worth private clients, 401k plan sponsors, and institutional audiences. This is a high-impact role offering immediate ownership, combining sophisticated segment strategy with hands-on, end-to-end execution of our most critical growth initiatives.

You will design and run marketing programs that generate qualified leads, accelerate their conversion to clients, and equip Farther advisors with scalable materials and campaigns to win sophisticated private-client and institutional mandates. Over time, you will help mature and expand Farther’s enterprise segment offerings, while partnering closely with performance marketing, brand, product, and the institutional team.

Your Impact

• Define and continuously refine segment positioning, messaging, and value propositions for HNW, UHNW, 401k plan sponsors, and institutional audiences, ensuring Farther shows up as a differentiated, modern partner
• Actively participate in and enhance Farther's overall content strategy, ensuring segment needs are integrated into corporate and Advisor Marketing plans for maximum impact and consistency
• Build and execute integrated HNW and institutional marketing plans and targeted digital campaigns that generate qualified leads and support conversion, balancing advisor-led initiatives, targeted campaigns, and corporate programs
• Design, launch, and iterate multi-channel online campaigns (email, webinars, digital content), including AI-powered, automated drip journeys that nurture prospects and deepen engagement over time
• Create scalable sales and advisor enablement materials (decks, one-pagers, playbooks, email templates, event-in-a-box kits) that help advisors consistently win sophisticated private-client and institutional mandates
• Serve as the marketing point of contact for institutional sales materials, elevating the layout, structure, and answer quality of RFP-related content and presentations while the institutional team owns drafting and tracking
• Stand up a practical operating rhythm in the first 90 days, grounded in clear KPIs and reporting, while establishing HNW as a formidable and clearly defined offering within Farther

The Ideal Match

• Proven track record as a hands-on marketer who can both set segment strategy and personally execute campaigns, content, and sales materials, comfortable with a 70% execution / 30% strategy split initially
• A results-driven mindset and fluency in linking marketing performance directly to core business outcomes (lead volume, conversion rate, revenue, and AUM)
• 5-8+ years of marketing experience in financial services, wealth or asset management, or a closely related environment, with direct exposure to HNW/UHNW and/or institutional audiences
• Strong experience in sales enablement and go-to-market support, including building persuasive pitch materials that move complex, multi-stakeholder deals forward
• Working knowledge of how to leverage marketing automation (e.g., for segmentation, personalization, send-time optimization, and automated drip journeys) and a demonstrated ability to design and manage AI-enabled drip campaigns at scale
• Collaborative, organized, and comfortable leading cross-functional initiatives with Advisor Marketing, Corporate/Brand Marketing, Product, Investment Strategy, and institutional stakeholders, including moderate travel for key events and meetings

Bonus Points

• Working knowledge of HubSpot or similar platforms for using dashboards, lists, and reports, plus the ability to translate segment needs into clear requirements for marketing operations and admin partners

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!

The Role

The Marketing Manager, Enterprise Strategic Segments will serve as the strategic architect and execution lead for Farther's priority growth segments, with an initial focus on High Net Worth and Ultra High Net Worth private clients, 401k plan sponsors, and institutional audiences. This is a high-impact role offering immediate ownership, combining sophisticated segment strategy with hands-on, end-to-end execution of our most critical growth initiatives.

You will design and run marketing programs that generate qualified leads, accelerate their conversion to clients, and equip Farther advisors with scalable materials and campaigns to win sophisticated private-client and institutional mandates. Over time, you will help mature and expand Farther’s enterprise segment offerings, while partnering closely with performance marketing, brand, product, and the institutional team.

Your Impact

• Define and continuously refine segment positioning, messaging, and value propositions for HNW, UHNW, 401k plan sponsors, and institutional audiences, ensuring Farther shows up as a differentiated, modern partner
• Actively participate in and enhance Farther's overall content strategy, ensuring segment needs are integrated into corporate and Advisor Marketing plans for maximum impact and consistency
• Build and execute integrated HNW and institutional marketing plans and targeted digital campaigns that generate qualified leads and support conversion, balancing advisor-led initiatives, targeted campaigns, and corporate programs
• Design, launch, and iterate multi-channel online campaigns (email, webinars, digital content), including AI-powered, automated drip journeys that nurture prospects and deepen engagement over time
• Create scalable sales and advisor enablement materials (decks, one-pagers, playbooks, email templates, event-in-a-box kits) that help advisors consistently win sophisticated private-client and institutional mandates
• Serve as the marketing point of contact for institutional sales materials, elevating the layout, structure, and answer quality of RFP-related content and presentations while the institutional team owns drafting and tracking
• Stand up a practical operating rhythm in the first 90 days, grounded in clear KPIs and reporting, while establishing HNW as a formidable and clearly defined offering within Farther

The Ideal Match

• Proven track record as a hands-on marketer who can both set segment strategy and personally execute campaigns, content, and sales materials, comfortable with a 70% execution / 30% strategy split initially
• A results-driven mindset and fluency in linking marketing performance directly to core business outcomes (lead volume, conversion rate, revenue, and AUM)
• 5-8+ years of marketing experience in financial services, wealth or asset management, or a closely related environment, with direct exposure to HNW/UHNW and/or institutional audiences
• Strong experience in sales enablement and go-to-market support, including building persuasive pitch materials that move complex, multi-stakeholder deals forward
• Working knowledge of how to leverage marketing automation (e.g., for segmentation, personalization, send-time optimization, and automated drip journeys) and a demonstrated ability to design and manage AI-enabled drip campaigns at scale
• Collaborative, organized, and comfortable leading cross-functional initiatives with Advisor Marketing, Corporate/Brand Marketing, Product, Investment Strategy, and institutional stakeholders, including moderate travel for key events and meetings

Bonus Points

• Working knowledge of HubSpot or similar platforms for using dashboards, lists, and reports, plus the ability to translate segment needs into clear requirements for marketing operations and admin partners

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!

The Role

Farther is looking for a sharp, detail-oriented compliance professional to join our growing team as a Senior Regional Compliance Associate. In this role, you'll be embedded in one of our geographic regions, serving as the day-to-day compliance resource for a distributed network of advisors. You'll sit within the Compliance function and partner closely with business leadership across the firm to make sure our advisors can focus on what they do best, serving clients, while we keep the guardrails tight.

Your Impact

• Serve as the primary compliance resource for your assigned region, supporting advisors and partnering with business leadership on supervisory matters
• Conduct regular reviews of trade blotters, correspondence, marketing materials, and attestations
• Review and approve outside business activities, brokerage accounts, gifts, and entertainment for registered personnel
• Provide guidance, training, and direction on compliance-related matters to advisors across your region
• Investigate, document, and help resolve client complaints in coordination with the broader Compliance team
• Support regulatory examinations, internal audits, and ongoing Compliance initiatives
• Produce regular supervisory reports and close the feedback loop with advisors on activity, productivity, and logging
• Partner with RIA Managing Directors on advisor coaching opportunities tied to compliance standards

The Ideal Match

• 5+ years of financial services experience in a compliance or supervisory role, with demonstrated experience conducting principal-level or OSJ supervisory review
• Active Series 66 and Series 24 in good standing
• Comprehensive knowledge of FINRA and SEC rules and regulations
• High attention to detail, sound judgment, and integrity when handling sensitive or escalated matters
• Bachelor's degree or higher

Bonus Points

• Series 7 and Series 9/10 previously held or currently active
• Experience supporting regulatory examinations or internal audits at an RIA or broker-dealer
• Familiarity with compliance technology platforms and surveillance tools
• Background in a regulated financial services environment with OSJ or branch examination experience
• Track record working with distributed or remote advisor teams

Please note: Some regional travel is required (~30%) and working hours may vary depending on the region you support.

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!

The Role

Farther's Client Experience (CX) team is the engine behind our advisor and client relationships — and it's growing fast. As HRBP for the CX org, you'll be the dedicated people partner embedded in our Irving, TX office, working closely with CX leaders to build a team culture that's as strong as the client experience we deliver.

This isn't a passive HR support role. You'll own employee relations, coaching, and — most importantly — the training and development programs that help our managers level up. You'll be the in-person HR presence our Dallas team actually relies on, and a key partner to CX leadership as they scale.

Your Impact

• Serve as the primary people partner for Farther's Client Experience org, providing hands-on support for employee relations, coaching, and conflict resolution
• Build and own a manager training and development program focused on elevating entry-level and developing managers within the CX team
• Be the in-person HR resource in our Irving, TX office — someone employees and managers can walk up to with real questions and concerns
• Partner with CX leadership (including leaders overseeing advisor experience, client transitions, and client experience) on people strategy, headcount planning, and organizational development
• Support performance management processes including goal-setting, reviews, and performance improvement in partnership with the Head of People
• Help drive engagement and culture initiatives, with a lens toward how our CX team shows up for each other and for the business
• Collaborate with the broader People team on companywide programs, sharing learnings and best practices from the CX org

The Ideal Match

• 4–7 years of HR experience with meaningful time in a generalist or HRBP role supporting a specific business unit or client group
• Strong employee relations chops — you're comfortable handling complex, sensitive situations with professionalism and sound judgment
• Experience building or delivering manager training programs, especially for first-time or developing managers
• High EQ and a communication style that earns trust quickly across all levels of an organization
• Comfortable being the only HR person in the room (and in the office) — you operate independently and know when to escalate

Bonus Points

• Experience supporting a CX, client services, or operations team in a high-growth environment
• Familiarity with the financial services or wealth management industry — or curiosity about it
• Experience with Rippling, Lattice, or similar HRIS/performance management platforms
• Background in learning and development, facilitation, or instructional design

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!

The Role

This role runs Farther's advisor growth systems day-to-day: owns the content library lifecycle, authors and enforces the operating processes, drives projects across stakeholders, and keeps the machine moving and improving across hundreds of advisors. You'll be measured on operational excellence and marketing results at scale — contributing meaningfully to strategy and direction set by Advisor Marketing and cross-functional leadership.

This is for someone who is energized by content systems, process design, and project delivery — and who knows that in a fast-scaling firm, what gets shipped is determined by who runs the operating model.

Your Impact

• Own the lifecycle (intake, editorial review, publication, retirement) of marketing content and component library. Keep the library fresh as ICPs, brand, and services evolve.
• Author and operate the workflows that make advisor marketing happen at scale: compliance review, content production, HubSpot day-to-day operations for advisor marketing, advisor request intake, asset distribution. 
• Maintain the inventory of agents and their inputs; refresh prompts and components as the underlying strategy evolves; run regular spot checks for quality drift; operate the human-in-the-loop review layer on AI outputs before they reach advisors. 
• Author and maintain advisor-facing and team member enablement.
• Drive cross-functional projects to completion across teams and departments. 
• Track and report analytics for advisor-led organic growth and surface insights.
• Lead prospective advisor recruiting calls, articulating Farther's marketing growth capabilities

The Ideal Match

• 5-8 years in B2B2C marketing, wealth management marketing, or content/systems roles directly serving professionals in a service industry.
• Demonstrated track record in building and maintaining structured, reusable systems such as content libraries and resource hubs. 
• AI-native. Daily user of Claude, ChatGPT, or Gemini for real work. Has shipped and maintained something built around an LLM (a Project, a Gem, a custom GPT, an internal tool, a structured prompt library). Can talk fluently about retrieval, system prompts, metadata, and where AI quality breaks down.
• Strong project management discipline, working on parallel workstreams, and pushing things over the line without dropping handoffs. 
• Process designer to know how to build processes, identify broken workflows, and rebuild them.
• Comfortable defining and measuring KPIs, establishing and using dashboards, surfacing insights, and using data to prioritize. 
• Collaborative operator who treats Compliance, Integrated Marketing, Recruiting, Advisor Experience, and Product as partners rather than gates.

Bonus Points

• Collaborative operator who enjoys serving as the "last mile" for firm-level strategies, working closely with Integrated Marketing, Recruiting, Advisor Experience, and RIA Leadership to scale a coaching-centric advisor growth model

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!

The Role

This role runs Farther's advisor growth systems day-to-day: owns the content library lifecycle, authors and enforces the operating processes, drives projects across stakeholders, and keeps the machine moving and improving across hundreds of advisors. You'll be measured on operational excellence and marketing results at scale — contributing meaningfully to strategy and direction set by Advisor Marketing and cross-functional leadership.

This is for someone who is energized by content systems, process design, and project delivery — and who knows that in a fast-scaling firm, what gets shipped is determined by who runs the operating model.

Your Impact

• Own the lifecycle (intake, editorial review, publication, retirement) of marketing content and component library. Keep the library fresh as ICPs, brand, and services evolve.
• Author and operate the workflows that make advisor marketing happen at scale: compliance review, content production, HubSpot day-to-day operations for advisor marketing, advisor request intake, asset distribution. 
• Maintain the inventory of agents and their inputs; refresh prompts and components as the underlying strategy evolves; run regular spot checks for quality drift; operate the human-in-the-loop review layer on AI outputs before they reach advisors. 
• Author and maintain advisor-facing and team member enablement.
• Drive cross-functional projects to completion across teams and departments. 
• Track and report analytics for advisor-led organic growth and surface insights.
• Lead prospective advisor recruiting calls, articulating Farther's marketing growth capabilities

The Ideal Match

• 5-8 years in B2B2C marketing, wealth management marketing, or content/systems roles directly serving professionals in a service industry.
• Demonstrated track record in building and maintaining structured, reusable systems such as content libraries and resource hubs. 
• AI-native. Daily user of Claude, ChatGPT, or Gemini for real work. Has shipped and maintained something built around an LLM (a Project, a Gem, a custom GPT, an internal tool, a structured prompt library). Can talk fluently about retrieval, system prompts, metadata, and where AI quality breaks down.
• Strong project management discipline, working on parallel workstreams, and pushing things over the line without dropping handoffs. 
• Process designer to know how to build processes, identify broken workflows, and rebuild them.
• Comfortable defining and measuring KPIs, establishing and using dashboards, surfacing insights, and using data to prioritize. 
• Collaborative operator who treats Compliance, Integrated Marketing, Recruiting, Advisor Experience, and Product as partners rather than gates.

Bonus Points

• Collaborative operator who enjoys serving as the "last mile" for firm-level strategies, working closely with Integrated Marketing, Recruiting, Advisor Experience, and RIA Leadership to scale a coaching-centric advisor growth model

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!

The Role 

The Tax Planning Manager is responsible for delivering high-quality, tax-informed comprehensive financial plans in partnership with the firm’s financial advisors and the Strategic Wealth Advisory Team. This role focuses on complex deep tax analysis in conjunction with financial planning, integrating income tax, estate, and business considerations into holistic client strategies for a wide spectrum of client households. This position offers an opportunity to grow and mentor within the industry while contributing to the evolution of modern wealth management.

Your Impact 

• Partner with financial advisors nationwide to perform detailed tax analysis, including marginal rate modeling, Roth conversion analysis, tax-efficient withdrawal strategies, charitable planning, stock option and equity comp planning, and entity-structure implications.
• Collaborate closely with the estate planning team to integrate tax, trust, estate, and investment considerations into unified planning recommendations.
• Review client tax returns to identify planning opportunities related to deductions, credits, loss harvesting, entity selection, and income timing.
• Support the design of tax‑aware investment strategies (e.g., asset location, tax-loss harvesting frameworks, use of tax-efficient vehicles) in coordination with the investment team.
• Take comprehensive client financial data and create detailed financial plans to include scenario modeling, retirement planning, cash-flow analysis and goal-based planning.
• Support advisors in preparing for client meetings by gathering and analyzing relevant financial data
• Contribute to internal tools development, templates, calculators, and workflows that standardize and scale tax and financial planning within our proprietary platform.
• Participate in advisor training, office hours, and webinars to elevate tax and financial planning literacy and adoption across the advisor base.
• Monitor relevant tax law changes and communicate their planning implications to advisors and internal stakeholders.
• Ensure all planning and recommendations adhere to the firm’s fiduciary, compliance, and documentation standards.

The Ideal Match 

• Education qualifications
• Bachelor’s degree in accounting, finance, economics, or a related field
• CFP and CPA/EA
• Advanced degree/designation (e.g., MST, JD with LLM in Taxation, or MBA) a plus
• 3-4 years of experience in tax planning and advice
• Experience in financial planning preferably within an RIA, multifamily office, public accounting firm, or private bank.
• Strong technical knowledge of individual income taxation, retirement plan rules, charitable strategies, and basic estate and gift tax concepts.
• Experience reading and interpreting individual, trust, and small-business tax returns (Forms 1040, 1041, 1065, 1120‑S, etc.).
• Demonstrated ability to translate complex tax and planning topics into clear, actionable guidance for advisors and clients.
• Familiarity with financial planning software and tax modeling tools (e.g., eMoney, MoneyGuide, RightCapital, Holistiplan, or similar) is preferred.

Bonus Points 

• Experience managing a small team of professionals
• Experience working with a technology-first company

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!

The Role

As a Client Experience Associate, you are at the core of Farther’s client service and operations, delivering a flawless wealth management experience for advisors and clients. You’ll support that seamless experience by executing the financial operations required for onboarding, ongoing requests, and any complex needs. You will work closely with our product and engineering teams to continually push the boundaries of wealth management. As a member of Farther’s client experience team, this is an opportunity to have a huge impact not just on the company, but on the entire wealth industry.

Your Impact 

• Act as the key relationship manager for specific advisors and clients 
• Support advisors by performing and managing daily tasks for the business and existing clients 
• Help advisors execute operational follow-up action items for clients
• Act as a liaison with our custodians to process and confirm completion of requests (e.g., account opening, ACATs, transfers, account maintenance, etc.)
• Identify and escalate issues to the product team to guide our roadmap and improve the operations and client service function
• Establish and maintain positive and effective relationships with Farther advisors, custodians, and third-party vendors to ensure client satisfaction

The Ideal Match 

• Bachelor’s degree or equivalent experience
• At least 3+ years of previous work experience in a similar position within the financial services industry
• Strong interest in client service, relationship management, and operational support 
• Team player with a positive attitude and a strong work ethic
• Highly organized with exceptional attention to detail and strong communication skills 
• Comfortable working in a fast-paced environment and ability to handle multiple competing tasks

Bonus Points 

• Experience with and knowledge of standard operational aspects of wealth management client service (e.g., onboarding, ACATs, distributions) with custodians such as Charles Schwab, Fidelity, and Pershing
• Comprehensive knowledge of the financial industry 
• Passion for creating increased efficiencies within current operational processes for the business and servicing clients

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 options
• Unlimited PTO

Ready to disrupt wealth management? Let's talk!

The Role

Farther is seeking a Senior Trading Associate to support and scale the firm's trading operations across multiple platforms and custodial environments. This role sits at the center of our investment operations function and is responsible for ensuring the accurate, compliant, and efficient execution of client investment strategies.

The Senior Trading Associate will oversee the full trade lifecycle — from order intake through execution, allocation, reconciliation, and settlement — while maintaining strict adherence to regulatory, custodial, and operational controls. You'll partner closely with financial advisors, portfolio management, compliance, and custodial partners to ensure seamless execution across multiple custodians and platforms, while also helping to scale trading infrastructure and identify opportunities for automation and system improvement.

Your Impact

• Execute and manage trades across RIA advisory accounts and advisory platforms, ensuring accurate order entry, allocation, and settlement.
• Oversee the end-to-end trade lifecycle, including order management, trade confirmation, allocation, and post-trade reconciliation across equities, ETFs, mutual funds, and fixed income.
• Monitor trading activity to identify exceptions, discrepancies, or settlement breaks, and lead investigations through resolution.
• Partner with Compliance and Operations leadership to ensure adherence to FINRA, SEC, and firm trading policies.
• Support trade execution for advisors during large asset transitions, portfolio restructures, and client-driven trade activity, including portfolio rebalancing and model implementation.
• Identify opportunities to streamline trading workflows and reduce manual operational risk; partner with technology and operations teams to enhance trading systems and automation capabilities.
• Contribute to the design and documentation of scalable trading procedures and operational playbooks as the firm grows.

The Ideal Match

• Bachelor's degree in Finance, Economics, Business, or a related field.
• 4+ years of experience in trading operations, investment operations, or trade execution within wealth management, asset management, or broker-dealer environments.
• Strong understanding of trade execution workflows, order management systems, settlement and reconciliation processes, and portfolio rebalancing mechanics.
• Experience with custodial trading platforms (Schwab, Fidelity, Pershing, Apex, etc.) and advanced proficiency in Excel and data analysis.
• Demonstrated ability to operate in high-volume trading environments with exceptional accuracy, a risk-aware mindset, and comfort with technology-driven workflows.

Bonus Points

• Experience supporting both RIA trading environments and broker-dealer platforms.
• Active or interest in obtaining Series 7 and Series 63, 
• Background in fast-growth fintech or technology-enabled wealth firms.
• Exposure to trading automation, process improvement, or system implementations

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!

Ready to disrupt wealth management? Let's talk!

The Role

Farther is seeking a Senior Trading Associate to support and scale the firm's trading operations across multiple platforms and custodial environments. This role sits at the center of our investment operations function and is responsible for ensuring the accurate, compliant, and efficient execution of client investment strategies.

The Senior Trading Associate will oversee the full trade lifecycle — from order intake through execution, allocation, reconciliation, and settlement — while maintaining strict adherence to regulatory, custodial, and operational controls. You'll partner closely with financial advisors, portfolio management, compliance, and custodial partners to ensure seamless execution across multiple custodians and platforms, while also helping to scale trading infrastructure and identify opportunities for automation and system improvement.

Your Impact

• Execute and manage trades across RIA advisory accounts and advisory platforms, ensuring accurate order entry, allocation, and settlement.
• Oversee the end-to-end trade lifecycle, including order management, trade confirmation, allocation, and post-trade reconciliation across equities, ETFs, mutual funds, and fixed income.
• Monitor trading activity to identify exceptions, discrepancies, or settlement breaks, and lead investigations through resolution.
• Partner with Compliance and Operations leadership to ensure adherence to FINRA, SEC, and firm trading policies.
• Support trade execution for advisors during large asset transitions, portfolio restructures, and client-driven trade activity, including portfolio rebalancing and model implementation.
• Identify opportunities to streamline trading workflows and reduce manual operational risk; partner with technology and operations teams to enhance trading systems and automation capabilities.
• Contribute to the design and documentation of scalable trading procedures and operational playbooks as the firm grows.

The Ideal Match

• Bachelor's degree in Finance, Economics, Business, or a related field.
• 4+ years of experience in trading operations, investment operations, or trade execution within wealth management, asset management, or broker-dealer environments.
• Strong understanding of trade execution workflows, order management systems, settlement and reconciliation processes, and portfolio rebalancing mechanics.
• Experience with custodial trading platforms (Schwab, Fidelity, Pershing, Apex, etc.) and advanced proficiency in Excel and data analysis.
• Demonstrated ability to operate in high-volume trading environments with exceptional accuracy, a risk-aware mindset, and comfort with technology-driven workflows.

Bonus Points

• Experience supporting both RIA trading environments and broker-dealer platforms.
• Active or interest in obtaining Series 7 and Series 63, 
• Background in fast-growth fintech or technology-enabled wealth firms.
• Exposure to trading automation, process improvement, or system implementations

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!

Ready to disrupt wealth management? Let's talk!

The Role 

As a Senior Client Experience Associate, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients. You'll support that exceptional client experience by flawlessly executing the financial operations required for advisor onboarding, client onboarding, ongoing requests, and any complex needs. You will work closely with our Product and Engineering teams to continually push the boundaries of wealth management. As a member of 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 

• Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels
• Assist clients with account opening, transfers, and other ongoing tasks – while also acting as a liaison with our custodians to confirm completion of requests 
• Monitor client accounts and proactively address issues as they arise
• Identify opportunities to improve the client experience function and work with the Product and Engineering teams and other team members to implement changes
• Establish and maintain positive and effective relationships with Farther’s advisors, custodians, and third-party vendors to ensure client satisfaction

The Ideal Match 

• Bachelor’s degree or equivalent work experience, with at least 6 of those years of previous work experience in a client-facing role within the financial services industry, and with a majority of that time spent working at an independent RIA
• Strong communication skills and the ability to build rapport with advisors and clients
• Experience with custodial and wealth management platforms and CRM systems
• Highly organized, with exceptional attention to detail 
• Team player, with a positive attitude and a strong work ethic
• Comfortable working in a fast-paced environment and the ability to prioritize multiple competing tasks

Bonus Points 

• Comprehensive knowledge of financial products, including separately managed accounts (SMAs), and alternative investments
• Passion for creating increased efficiencies within current operational processes for the business and servicing of clients

The Role 

As a Client Transition Operations Associate, you'll play a vital role in executing Farther's advisor and client transition process. You'll support the seamless migration of clients by managing operational workflows and ensuring accurate execution of financial operations. This role offers the opportunity to develop expertise in wealth management operations while contributing to the growth of our platform.

Your Impact 

• Manage and execute the end-to-end client transition process, including processing and validating new account opening documentation, account transfers (ACATs and non-ACATs), and complex asset movements.
• Coordinate effectively with external partners such as custodians and third-party vendors to ensure seamless and timely completion of all transition activities.
• Monitor and maintain a detailed transition pipeline, proactively tracking progress, identifying potential roadblocks or risk situations, and reporting status updates to both internal stakeholders and clients.
• Serve as a primary point of contact for clients during the transition phase, providing exceptional service and ensuring all documentation requirements are clearly communicated and met.
• Apply strong problem-solving skills and a meticulous attention to detail to resolve documentation discrepancies, troubleshoot transfer issues, and reconcile custodian data, ensuring data integrity across all systems.
• Demonstrate a highly organized and results-oriented approach, with a proven ability to manage multiple competing client transitions and priorities simultaneously under tight deadlines.
• Contribute to a collaborative, team-oriented environment, consistently acting with a client-first mindset to ensure a smooth, positive, and professional experience for every new client.

The Ideal Match 

• Background in client service, particularly with advisor transitions or conversion management
• Highly organized with exceptional attention to detail and strong communication skills
• Knowledge of financial products including SMAs, 529s, and alternative investments
• Experience with and knowledge of standard operational aspects of wealth management client service with custodians such as Charles Schwab, Fidelity, and Pershing
• Team player with a positive attitude and a strong work ethic
• Comfortable working in a fast-paced environment and ability to handle multiple competing tasks

Bonus Points 

• Comprehensive knowledge of the financial industry
• Passion for creating increased efficiencies within current operational processes for the business and servicing clients
• Familiarity with Black Diamond

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!

The Role

Our advisors and client experience teams are growing fast — and they need sharp, proactive operational support so everyone can stay focused on what matters most: clients. That's where you come in.

As an Advisor Support Coordinator, you'll sit within the CX team and provide dedicated administrative support — either to a specific advisor or to a CX pod depending on where the need is greatest. Either way, you're not just scheduling meetings and processing expenses. You're the person who keeps things running smoothly, anticipates what's needed before anyone has to ask, and helps the people around you show up at their best.

Your Impact

• Own calendar and scheduling support for an advisor or CX pod — coordinating client, prospect, and internal meetings with precision and follow-through
• Handle inbound phone support in a professional, receptionist-style capacity — routing calls, distributing voicemails, and screening unwanted outreach
• Manage expense reimbursements and mileage tracking via Ramp, plus coordinate travel logistics
• Prep and maintain weekly reports, CRM updates, and physical meeting materials so everything's accurate and ready when needed
• Coordinate client appreciation gifts, event logistics, and compliance tracking with our marketing and compliance teams
• Be the connective tissue between advisors, CX team members, and internal partners — communicating clearly, moving fast, and staying organized across it all

The Ideal Match

• 2+ years of administrative, executive assistant, or coordination experience
• You're a natural with calendars, scheduling tools (Calendly, Google Cal, etc.), and keeping multiple moving pieces organized
• Clear, professional communicator — you know how to engage with different audiences and adapt your tone accordingly
• Proactive by nature — you spot what's needed before being asked and take initiative to get ahead of it
• Comfortable in a fast-moving, scrappy environment where you'll need to figure things out and make them work

Bonus Points

• Experience supporting a financial advisor, wealth management team, or similar client-services environment
• Familiarity with CRM tools and expense management platforms like Ramp
• You've worked in a role where no two days looked the same — and you loved it

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!

Ready to disrupt wealth management? Let's talk!

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