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.
We're seeking a detail-oriented Client Operations Associate to join our growing team. This role is critical to ensuring the accuracy, integrity, and accessibility of our performance and billing data—directly impacting our ability to serve clients effectively. You'll lead data migration projects, establish robust data feeds, and maintain high data quality standards within our performance management systems.
Your Impact- Lead historical performance data migration from various sources into Farther's performance and billing management systems, collaborating with internal teams and external vendors to ensure successful transfers
- Own the change management process for transitioning from legacy to enhanced data feeds, setting up and maintaining automated feeds from custodians and third-party providers
- Monitor data feed health proactively, identifying and resolving failures or anomalies while documenting specifications and operational procedures
- Develop data quality monitoring processes and dashboards, conducting regular audits to identify and correct inconsistencies
- Establish data governance best practices to ensure integrity and compliance with regulatory requirements
- Troubleshoot data discrepancies during migration and collaborate with engineering teams to optimize processes
- Bachelor's degree in Finance, Business Administration, Information Systems, or related field
- 4+ years of experience in business operations or data analysis within financial services, preferably at an RIA firm or performance reporting technology company
- Strong understanding of investment performance reporting and billing concepts
- Proven experience with data migration projects and managing complex datasets
- Proficiency with data manipulation tools (Excel, Google Sheets, etc.)
- Experience with performance management systems (Orion, Addepar, Black Diamond) and/or billing systems
- Excellent analytical and problem-solving skills with keen attention to detail
- Ability to work independently and manage multiple projects in a fast-paced environment
- Strong communication skills to collaborate effectively with technical and non-technical stakeholders
- Proactive self-starter with strong sense of ownership and accountability
- Familiarity with Black Diamond
- Knowledge of regulatory requirements related to investment data (SEC, GIPS)
- 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
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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