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.
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.
Supports end-to-end M&A processes for RIA acquisitions, including target identification, due diligence, financial modeling, deal execution, and post-merger integration. Requires 2+ years in investment banking, corporate development, or private equity.
Own financial planning, budgeting, forecasting, and management reporting for a fast-growing fintech RIA. Partner with leadership to translate data into strategic decisions.
Coordinates recruiting operations, office management, and executive support for a fast-growing fintech RIA. Owns interview scheduling, Greenhouse data accuracy, NYC onboarding, and day-to-day office logistics.
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.
Billing Associate responsible for executing monthly/quarterly billing cycles, fee analysis, and process improvements in a fintech RIA environment. Requires 2+ years in financial services billing and strong Excel skills.
Marketing Associate who partners directly with financial advisors to develop custom marketing materials, manage projects, and measure campaign effectiveness. Requires 3+ years of marketing experience and strong copywriting skills.
Seasoned wealth management executive to lead a 22-person Advisor Resources team for ~6.5 months. Drive strategy and performance across investment solutions, advanced planning, insurance, lead gen, and process improvement while championing AI/tech adoption.
Develops and executes marketing strategies for HNW/UHNW, 401k sponsors, and institutional segments, generating leads via campaigns and creating sales enablement materials. Requires 5-8+ years in financial services marketing with hands-on execution and automation expertise.
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.
Delivers tax-informed financial plans partnering with advisors, performing deep tax analysis including Roth conversions, withdrawal strategies, and estate integration. Reviews tax returns, builds scenario models, and develops internal tools for a fintech wealth management firm.
Build and own the company design system from scratch, creating scalable Figma component libraries, tokens, and documentation while ensuring adoption across design and engineering teams. Requires 5+ years product design experience with 3+ years in design systems.
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 and coordinates with teams using AI tools and wealth platforms; requires CFP, 10+ years experience, and Series 65.
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.
Oversees full trade lifecycle in wealth management, executing trades across platforms, ensuring compliance, and managing reconciliations for equities, ETFs, and fixed income. Requires 4+ years in trading operations and experience with custodial platforms like Schwab and Fidelity.
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.
Provides concierge-level wealth advisory to ultra-high-net-worth clients, focusing on estate planning, tax strategies, alternative investments, and family governance. Requires 7+ years experience with HNW/UHNW clients and Series 65 registration.
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.
Builds high-performance React Native mobile apps for iOS/Android serving wealth management advisors and clients, from onboarding to portfolio tools. Requires 6+ years mobile experience including 3+ in React Native, TypeScript proficiency, and cross-platform expertise.
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.