New York, NY
Technology-centric wealth management platform for high-net-worth clients
Farther builds an Intelligent Wealth Platform that combines expert advisors with proprietary technology to deliver tax-optimized portfolios, financial planning, and investment management. It serves high-net-worth individuals and families, enabling advisors to scale through automation of operations like account management and data ingestion. This approach drives superior after-tax returns and faster wealth growth compared to traditional models.
Own the day-to-day client service lifecycle for a dedicated wealth-management advisory practice, handling transactions, paperwork, meeting follow-up, and deadline-driven workflows. The role requires 4+ years of client-facing wealth-management experience, strong organization, sound judgment, and autonomy.
Leads the full M&A lifecycle for acquisitions in the RIA space, including sourcing, valuation, diligence, negotiation, and integration. The role requires at least four years of relevant transaction experience, strong financial modeling skills, and an MBA.
Leads the data engineering function and owns the platform supporting custodial ingestion, security master data, canonical financial models, governance, and AI-ready products. Requires 8+ years in data platforms, management experience, broker/dealer exposure, and strong PostgreSQL, AWS, and Python expertise.
Serve as a senior advisor-facing investment expert on the Investment Strategy team. Conduct complex portfolio analysis, build models, guide product/engineering on investment tools, and mentor juniors while supporting client acquisition and retention.
Supports advisors and clients by managing daily financial operations, processing requests like account openings and transfers, and acting as liaison with custodians. Requires 3+ years in financial services, bachelor's degree, and strong organizational skills.
Build and maintain testing infrastructure, automation frameworks, and intelligent CI/CD pipelines for a fintech wealth management platform. Requires 5+ years experience with TypeScript, modern testing tools (Jest, Playwright, Cypress), and infrastructure as code to ensure reliable, fast testing across frontend and backend systems.
Senior Mobile Engineer building high-performance React Native apps for iOS and Android in a fintech wealth management platform. Requires 6+ years mobile experience (3+ in React Native), full-stack and AWS skills, with opportunity to rotate onto a forward-deployed team working directly with advisors.
Advisor Marketing Manager responsible for developing scalable marketing strategies, playbooks, and content to help financial advisors build their brands and grow their books of business. Requires 5-7+ years marketing experience, strong copywriting, program-building skills, and interest in mentoring others.
Multimedia Producer responsible for end-to-end video and multimedia content production for financial advisors, including scheduling shoots, coordinating footage, quality-checking AI edits, building production playbooks, and ensuring compliance. Requires 3+ years of production/project management experience in video/podcast/multimedia, strong communication, and ability to build processes in an early-stage environment.
Senior Associate responsible for maintaining marketing webpages, HubSpot email campaigns, event logistics, CRM data hygiene, lead verification, and internal marketing tool QA at a fintech wealth management RIA. Requires strong organization, HubSpot proficiency, and Google Workspace familiarity.
Senior Client Experience Associate supporting advisors and clients with onboarding, account operations, and relationship management in a wealth management firm. Requires 6+ years client-facing financial services experience and a bachelor's degree.
Own financial planning, budgeting, forecasting, and management reporting for a fast-growing fintech RIA. Partner with leadership to translate data into strategic decisions.
Serve as primary client liaison for an established Austin wealth advisory practice, managing relationships, CRM, onboarding, and service coordination for high-net-worth clients. Requires 2-5 years of client-facing experience in wealth management or financial services.
Own full-cycle recruiting for junior advisors, associate advisors, and RIA support roles. Partner with practice leads to source and close wealth management talent across New York, Dallas, and remote markets.
Own and administer Farther's full benefits function end-to-end, including health plans, 401(k), leave programs, vendor management, compliance, and open enrollment at a fast-growing fintech RIA.
Fixed-term executive role leading Client Experience & Operations for a fintech RIA. Owns team leadership, H2 OKRs, product partnership, and operational continuity in a regulated wealth management environment.
Serves as day-to-day compliance resource for regional advisors, reviewing trades, correspondence, marketing, and activities while providing guidance and supporting audits. Requires 5+ years compliance/supervisory experience, Series 66/24 licenses, and FINRA/SEC knowledge.
HR Business Partner embedded in the Client Experience team in Irving, TX, handling employee relations, coaching, conflict resolution, and owning manager training programs. Partners with CX leadership on people strategy, performance management, and culture initiatives in a high-growth fintech.
Designs end-to-end experiences for investment products, including portfolios, order execution, asset allocation, performance, and risk tools for wealth advisors. Requires 8+ years experience in data-rich financial platforms, expert Figma proficiency, and design systems expertise.
Senior Software Engineer owns end-to-end feature delivery across full stack, leveraging AI tools for faster development. Requires 6+ years experience, autonomy, product focus, and tenacity for complex problems in fintech wealth management.
Designs and owns canonical data foundations, ingestion pipelines, and AI-ready schemas for financial AI systems in wealth management. Requires 5+ years data platform experience, SQL/Python expertise, custodial data knowledge, and AWS proficiency.
Designs and leads advisor growth systems including marketing playbooks, standards, and enablement programs to drive organic AUM growth. Leads recruiting calls and tracks KPIs; requires 5-8+ years in advisor/wealth management marketing.
Manages relationships and servicing for 100-125 affluent households, delivering financial planning on retirement, tax, estate, and equity compensation. Prepares analyses, handles client meetings, and uses planning software and AI tools; requires CFP and 10+ years experience.
Oversees full trade lifecycle in wealth management, executing trades across platforms, ensuring compliance and accuracy, and optimizing operations for multiple custodians. Requires 4+ years in trading operations, bachelor's in finance-related field, and proficiency in custodial platforms and Excel.
Manages client relationships as primary contact for financial advisors, handling onboarding, daily care, account coordination with custodians, and CRM maintenance to ensure seamless client experience. Requires financial services support experience, strong organization, and CRM proficiency.
Technical leader driving architecture for large-scale full-stack systems, championing AI tool adoption to boost engineering efficiency, and mentoring teams on best practices while owning complex challenges with high autonomy.
Provides dedicated administrative support to financial advisors or CX pods, managing calendars, expenses, travel, reports, and communications to ensure smooth operations in a fast-paced fintech environment. Requires 2+ years of coordination experience and proactive organization skills.