# Executive in Residence – Client Experience & Operations

**Company:** [Farther Finance](https://hotfix.jobs/companies/farther-finance)
**Location:** Dallas, TX
**Role:** Business Operations
**Experience:** 10+ years
**Skills:** Operations Leadership, Client Experience, Business Operations, Cross-Functional Collaboration, Kpi Management, Executive Communication, Strategic Initiatives, Regulated Financial Services, Product Partnership, Workforce Planning
**Posted:** 2026-06-16

> 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.

## Job Description

## Your Impact
- Lead the Client Experience and Operations organizations, providing direct management, manager coaching, and executive accountability
- Drive H2 objectives and key results — owning progress tracking, cross-functional accountability, and risk management
- Serve as the primary operational partner to Product and Engineering, translating CX requirements into scalable product solutions and supporting automation implementation
- Maintain service delivery performance — monitor KPIs, manage escalations, oversee daily operations, and support workforce and capacity planning
- Serve as the executive presence within the DFW office, driving employee engagement, local leadership, and cross-functional coordination
- Oversee strategic initiatives, including DFW office renovation — managing project timelines, stakeholder alignment, and executive decision-making
- Support operational readiness across a complex, regulated financial services environment — coordinating across functions on service model implementation, operating procedures, and go-live readiness activities
- Present updates to executive leadership, maintain transparency on key initiatives, and escalate risks appropriately

## The Ideal Match
- 10+ years in operations, client services, business operations, or platform leadership
- Executive leadership experience — prior experience reporting to or sitting within the C-suite
- Demonstrated track record leading large service organizations through growth and change
- Strong cross-functional influence skills — you can drive alignment without direct authority
- Excellent communicator; comfortable presenting to executives and representing a team at the leadership level
- Thrives in ambiguity; able to assess quickly, establish trust, and operate without a long runway

## Bonus Points
- Experience in wealth management, RIA, Broker-Dealer, fintech, or comparable regulated financial services
- Prior interim or executive-in-residence experience
- Familiarity with advisor-facing platforms or service models
- DFW-based or willing to be on-site in a hybrid environment through the 12-week contract period

## 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

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