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Farther FinanceFarther FinanceAustin, TX

Wealth Advisory Relationship Manager

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.

Salary not listed
Hybrid2+ YOEAccount Management

About the role

Your Impact

  • Own the day-to-day client relationship: proactively managing touchpoints, tracking key life events, and making sure nothing falls through the cracks
  • Serve as the primary liaison between clients and the service team, escalating issues with urgency and following through until resolved
  • Maintain a meticulous CRM: keeping client records, notes, and activity logs current and accurate
  • Coordinate client onboarding, account transitions, and service requests in partnership with operations
  • Prepare the advisor for client meetings: gather materials, take notes, and own post-meeting follow-up
  • Anticipate client needs and flag opportunities to deepen relationships or expand share of wallet

The Ideal Match

  • 2–5 years in a client-facing support or relationship role at a wealth management or financial services firm (wirehouse, RIA, or large independent experience strongly preferred)
  • Proven track record managing high-touch relationships with high-net-worth individuals or families
  • Exceptional follow-through, clients never have to chase you twice
  • Warm, professional communicator who builds trust naturally
  • Highly organized with sharp attention to detail and the ability to juggle competing priorities without dropping the ball
  • Series 65 or equivalent a plus; CFP coursework welcomed

Bonus Points

  • Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.)
  • CRM proficiency (Salesforce, Redtail, or similar)
  • Genuine love of the details, you're the person who remembers the kids' names and the dog's birthday
  • Familiarity with modern wealth tech platforms

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

Skills

Client Relationship ManagementCrm (Salesforce, Redtail)High-Net-Worth Client ServiceWealth Management OperationsSeries 65Cfp CourseworkAccount OnboardingMeeting Preparation

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