Top Tech Jobs & Startup Jobs

Provides operational and project coordination support for Advisor Experience Managers. Maintains advisor timelines, tasks, dependencies, dashboards, documentation, and readiness reports. Coordinates deliverables across Compliance, Billing, Operations, Marketing, and other departments; verifies compliance documentation; supports resource planning and workload balancing; and tracks milestones to ensure workflows meet service-level requirements.

Build, deploy, and operate production AI agents that automate workflows in a regulated wealth management environment. Responsibilities include designing scalable agent architectures, integrating internal data and third-party platforms, implementing monitoring and guardrails, leading user rollouts, training stakeholders, and iterating based on adoption and business impact.

Develop and maintain complex financial plans for affluent and high-net-worth clients, including cash flow projections, retirement scenarios, Monte Carlo analyses, tax strategies, and Social Security and Medicare planning. Support advisors with client meeting preparation, financial data analysis, documentation, and reporting. Improve planning processes and technology, maintain accurate client records, and collaborate with advisors to enhance the client experience.

Supports retirement plan advisors with ongoing 401(k) servicing, investment committee materials, plan changes, recordkeeper and TPA issue resolution, plan documentation, fee billing and reconciliation, prospect analysis, onboarding, and platform migrations. The role also develops scalable workflows, checklists, templates, and timelines while coordinating with sponsors, vendors, advisors, and recordkeepers.

Conduct high-volume outbound prospecting to financial advisors through phone, email, and LinkedIn. Build and manage a qualified pipeline, maintain accurate CRM records and forecasts, conduct discovery calls, and partner with senior teammates to move prospects toward signed agreements. The role requires meeting monthly activity and pipeline targets and offers uncapped commission potential in a fast-growing fintech environment.

Director-level individual contributor responsible for sourcing and recruiting experienced financial advisors and wealth management teams. Owns the full sales cycle, including outbound prospecting, discovery, platform demonstrations, transition planning, negotiations, and signed agreements. Builds tailored relationships, collaborates with transition and executive teams, and delivers annual assets-under-management targets through accurate forecasting. The role requires complex, multi-stakeholder sales experience, quota attainment, independent pipeline generation, and travel to Dallas for priority meetings.

Supports a financial advisor by managing calendars, inboxes, client communications, meeting preparation, onboarding, account paperwork, transfers, money movement, CRM records, and follow-up. Serves as the primary in-office contact for clients and prospects while coordinating with custodians and internal teams. The role is on-site in Destin, Florida, with potential progression into a licensed Relationship Manager position.

Partners with financial advisors to identify marketing needs, manage projects, develop customized marketing materials, write compelling copy, curate digital content, and measure campaign effectiveness. Supports the broader brand and advisor marketing programs while coordinating stakeholders, managing timelines and budgets, and improving marketing performance.

Provides client and advisor support throughout onboarding, account opening, transfers, and ongoing service requests. Coordinates with custodians, monitors accounts, resolves issues, manages communications, and maintains strong relationships with advisors, clients, and vendors. Partners with Product and Engineering teams to improve client experience processes and operational efficiency within a wealth management technology environment.

Build Farther’s conversational AI and generative UI experiences, including the frontend framework, validated interface renderer, agent-to-UI wire contracts, and developer APIs. Deliver production-ready assistant functionality, design for model uncertainty and failures, mentor engineers, document systems, and maintain quality through testing and code review.