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Manage end-to-end client and advisor transitions, including account documentation, ACAT and non-ACAT transfers, asset movements, custodian coordination, pipeline tracking, issue resolution, reconciliations, and client communication. The role requires strong organization, attention to detail, financial product knowledge, and the ability to manage multiple transition workflows while ensuring accurate and timely execution.

Manages accounts payable, procure-to-pay activities, employee reimbursements, payroll analytics, reconciliations, and financial recordkeeping. Supports monthly, quarterly, and annual close processes, audit preparation, vendor agreement tracking, and expense management. The role also contributes to finance process improvements, system optimization, compliance, and stakeholder reporting.

Build and maintain testing tooling, frameworks, and CI/CD pipelines for a TypeScript codebase. Improve test speed and reliability using smart test selection, parallelization, mocking, isolated test environments, monitoring, and observability. Collaborate with engineering teams to establish testing standards, reusable fixtures, and documentation supporting secure, reliable financial services deployments.

As a Senior Mobile Engineer, you'll create mobile features for wealth management using React Native and TypeScript, mentoring others and driving project ownership.

As a Wealth Advisor, you will manage UHNW client relationships, advise on complex wealth strategies, and coordinate concierge services while ensuring compliance and documentation standards are met.

Own advisor marketing strategy and build scalable programs and playbooks. Set editorial/content strategy, plan flagship events, measure campaign performance, manage agencies and marketing tech (HubSpot, Webflow), mentor junior team members, and partner cross-functionally with Sales, Compliance, and Design.

Research, backtest, and implement options-based investment overlays across equity and fixed-income strategies. Build Python research code, data pipelines, analytics, and systematic strategy specifications; monitor portfolio Greeks, exposures, risk, P&L, and performance across SMA accounts. Partner with portfolio managers, product managers, and engineers to scale strategy engines, trade generation, risk dashboards, and monitoring workflows.

The Marketing Manager will design and lead advisor marketing programs to drive advisor growth, focusing on creating frameworks, playbooks, and support systems for financial advisors.

Support a senior advisor and serve clients across retirement, tax strategy, equity compensation, real estate, and estate coordination. Manage new client inquiries, prospect for referrals, use Farther's planning tools, and contribute to team operations and succession planning while growing client ownership over time.

Provide administrative and operational support to advisors or CX pods: manage calendars, handle inbound calls, process expenses via Ramp, coordinate travel and events, maintain CRM and reports, and liaise with marketing and compliance to keep client-facing operations running smoothly.