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 an Advisor Experience Associate, you'll provide operational, scheduling, and execution support to Advisor Experience Managers. You'll serve as the internal project manager ensuring all workflows, departmental handoffs, and resources are coordinated flawlessly for advisor transitions.
This role is perfect for someone early in their career who thrives on organization, takes pride in operational excellence, and wants to make a real impact in a high-growth environment. You'll be the operational backbone that enables seamless advisor experiences—ensuring nothing falls through the cracks as we scale.
Your Impact- Provide comprehensive operational and project management support to Advisor Experience Managers
- Maintain and update all advisor timelines, tasks, and dependencies inside task management workflows
- Liaise with internal departments (Compliance, PDE, Billing, Operations, Marketing) to deliver all required deliverables pre- and post-Discovery
- Route and verify all compliance documentation prior to submission, ensuring accuracy and completeness
- Document and track all task-level progress through Farther's internal portal
- Support technology setup and reporting documentation for Farther executives
- Assist with resource planning and workload balancing across Advisor Experience Managers
- Maintain task dashboards and status tracking in near real-time
- Prepare Pre-Day-One Operations Checklist completion reports
- Generate weekly advisor readiness status and issue-tracking summaries
- Ensure 98% of project tasks are completed within SLA with zero missed critical milestones
- 2 years of experience in operations, project coordination, or client services (financial services experience preferred)
- Exceptional organizational skills and meticulous attention to detail
- Strong project management capabilities with ability to track multiple workflows simultaneously
- Experience coordinating across multiple departments and stakeholders
- Proficiency with project management tools, CRM systems, and task management platforms
- Excellent written and verbal communication skills
- Self-starter who takes ownership of responsibilities and follows through consistently
- Ability to work efficiently in a fast-paced environment with competing priorities
- Comfortable with technology and quick to learn new systems
- Previous experience in financial services operations or client services
- Familiarity with compliance documentation and regulatory requirements
- Experience with project management tools, CRM systems, and task management platforms
- Background working in high-growth startups or fintech companies
- Knowledge of wealth management operations
- Process improvement mindset with track record of increasing operational efficiency
- 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
Top Skills
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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