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.
The billing team is responsible for developing and executing the billing process for all of the services we provide to our advisory clients. As a Billing Associate, you will ensure timely and accurate processing of monthly and quarterly billing cycles while driving continuous improvement of our billing operations. The ideal candidate combines a strong understanding of financial transactions, excellent analytical capabilities with the ability to support both advisors and internal stakeholders in delivering an exceptional billing experience.
Your Impact- Lead end-to-end execution of billing cycles, including custodian uploads, fee analysis, and adjustment processing with highest accuracy standards
- Build and maintain strong relationships with advisors, providing proactive support and clear communication on billing matters
- Analyze complex billing scenarios and develop effective solutions for unique client situations
- Drive operational efficiency through process improvement initiatives and automation recommendations
- Partner with custodial firms to resolve account-related challenges and ensure seamless billing operations
- Monitor billing accuracy and completeness, identifying and addressing discrepancies proactively
- Contribute to special projects aimed at scaling our billing capabilities and enhancing client experience
- Maintain detailed documentation of billing procedures and best practices
- Bachelor's degree with 2+ years of experience in financial services billing or related role
- Strong analytical mindset with exceptional attention to detail and problem-solving abilities
- Experience manipulating and analyzing large datasets using Excel or similar tools
- Demonstrated ability to manage multiple priorities while maintaining accuracy and meeting deadlines
- Excellence in written and verbal communication, with ability to explain complex billing concepts clearly
- Self-starter mentality with proven track record of process improvement initiatives
- Proficiency in financial software systems and advanced Excel skills
- Ability to thrive in a fast-paced environment and adapt to changing priorities
- Strong team player with professional demeanor and client-service orientation
- Experience with major custodians (Charles Schwab, Fidelity, Pershing)
- Understanding of wealth management operations and client service workflows
- Knowledge of financial industry compliance requirements and billing regulations
- Background in process automation and system optimization
- Previous experience in a high-growth fintech environment
- 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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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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