Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
As our 401(k) Operations Associate, you'll be the operational backbone behind Farther's retirement plan advisors and our Senior 401(k) Specialist. You will partner with our advisors to help them lead the relationships with plan sponsors, investment committees and participants. You'll also have a hand in building the processes that let Farther's 401(k) services scale as the business grows.
Your Impact- Support advisors in delivering the ongoing service experience for their 401(k) plans.
- Prepare investment committee materials for advisors: fund scorecards and comparisons, fee benchmarking, participant enrollment, plan health and demographic data, and IPS reviews.
- Carry out follow-up from IC meetings:
- Track action items through to completion.
- Communicate approved fund and plan design changes to recordkeepers.
- Monitor implementation and confirm that changes were processed correctly.
- Coordinate platform capabilities with the advisor.
- Distribute and maintain required plan documents, including 408(b)(2) disclosures, Summary of Services, IPS and IC Charter. Keep accurate records of all plan documentation, communications and transactions.
- Work service issues with recordkeepers and TPAs to completion.
- Prepare quarterly advisory fee billing, reconcile it against platform balances, and follow up on discrepancies.
- Support advisors and the Senior 401(k) Specialist with prospect analysis, including fee benchmarking, fund scorecards, and proposal materials.
- Support onboarding by tracking Retirement Plan Service Agreements and Form ADV, submitting platform documents, and setting up billing.
- Manage the internal logistics of moving plans onto the Farther platform.
- Co-craft workflows, checklists, templates, and timelines with advisors and the Senior 401(k) Specialist.
- 4+ years in financial services, including 3+ years of hands-on retirement plan servicing at a recordkeeper, TPA or retirement plan-focused RIA.
- Direct experience with at least two major recordkeeping platforms (e.g., Fidelity, Empower, Schwab, Ascensus, Voya, etc.) and their sponsor and advisor portals.
- Working knowledge of plan operations: contribution processing, distributions and loans, fund changes and mapping, fee disclosures, and the annual compliance and testing calendar.
- Familiarity with common ERISA/fiduciary issues retirement plans encounter, e.g., fiduciary status determination, non-discrimination testing failures, etc.
- Strong Excel skills and comfort working in a CRM (HubSpot preferred).
- Clear, professional written communication with sponsors, vendors, and advisors.
- Experience with RPAG (strongly preferred) or Fi360.
- CRPS, QKA, CPFA or another retirement plan designation (preferred, not required).
- Experience with advisory fee billing and reconciliation.
- Background supporting participant education or financial wellness programs.
- A track record of supporting multiple advisors
- Experience in a growing firm or startup environment.
- Competitive compensation package that rewards impact
- A collaborative team of experienced advisors and technologists
- The chance to help build Farther's 401(k) services as the business grows
- Full health benefits, plus 401(k) matching and Roth options
- Unlimited PTO
Skills Required
- 4+ years of experience in financial services
- 3+ years of hands-on retirement plan servicing at a recordkeeper, third-party administrator, or retirement plan-focused RIA
- Direct experience with at least two major recordkeeping platforms and sponsor and advisor portals
- Working knowledge of contribution processing, distributions and loans, fund changes and mapping, fee disclosures, and annual compliance and testing calendars
- Familiarity with ERISA and fiduciary issues, including fiduciary status determination and nondiscrimination testing failures
- Strong Excel skills
- Comfort working in a CRM; HubSpot preferred
- Clear, professional written communication with sponsors, vendors, and advisors
- Experience with RPAG or Fi360
- CRPS, QKA, CPFA, or another retirement plan designation
- Experience with advisory fee billing and reconciliation
- Background supporting participant education or financial wellness programs
- Track record of supporting multiple advisors
- Experience in a growing firm or startup environment
Farther Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Farther and has not been reviewed or approved by Farther.
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Strong & Reliable Incentives — Advisor compensation includes a transparent, higher‑payout grid and equity participation that can deliver strong upside for producers. The design emphasizes meaningful rewards as production grows.
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Healthcare Strength — Medical coverage via a major national carrier with multiple plan options, HSA/FSA contributions, and complimentary primary‑care access signal comprehensive healthcare support. Dental and vision coverage round out the core offering.
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Retirement Support — A 401(k) with company match that vests immediately, alongside traditional, Roth, and after‑tax options, enables advanced retirement saving strategies. Administration via Empower supports accessibility.
Farther Insights
What We Do
Farther is the intelligent wealth management firm that's redefining the industry by combining proprietary technology with expert financial advisor guidance. We're building a generational financial institution that empowers advisors to focus on what matters most - they're clients and growing their business - while our all-in-one platform handles the back-office complexity. Our comprehensive wealth management platform offers clients a unified view of their entire financial lives through a single login, while advisors gain access to advanced tools for building personalized, tax-optimized portfolios. We provide access to extensive public strategies and alternative investments, plus our own Farther Asset Management products alongside offerings from BlackRock, Vanguard, and Fidelity. Named the #1 fastest-growing financial services firm in America by Inc. Magazine with 11,968% revenue growth over three years, we've achieved over $13 billion in recruited assets and are backed by $118M in funding, including a Series C led by CapitalG (Google's growth fund). With 400+ employees across offices in New York, Dallas, and San Francisco, we're scaling rapidly while maintaining our commitment to innovation and excellence.
Why Work With Us
We're building a generational financial institution and a mission-driven team through our CARE values: Communication, Action, Respect, and Excellence. Named to Inc. Best Workplaces two years running, we offer comprehensive benefits like $0 health coverage, immediate 3% 401(k), unlimited PTO, and quarterly recognition programs.
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