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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.

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.

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.

The AI-Native Data Platform Engineer will design data foundations for AI systems in wealth management, architecting data pipelines, models, and frameworks to enable autonomous financial agents.

As a Senior Client Experience Associate, you will manage relationships with clients and advisors, support onboarding and financial operations, and enhance client experience by collaborating with product and engineering teams.

Manage and grow a book of business by delivering tailored wealth management services, transitioning clients to Farther's platform, and prospecting for new clients through various channels.

Act as a dedicated right-hand to an advisor, owning the client service lifecycle: client communications, money movements, custodian alerts resolution, meeting preparation and follow-up, paperwork coordination across platforms, and deadline-driven tasks while handling most client matters independently.

The Associate Vice President, Wealth Advisor will grow the client base, provide financial advisory services, and engage in business development strategies while collaborating with senior advisors and leveraging technology.

The Staff Product Designer will shape user experiences for investment products, drive design across multiple phases, and collaborate closely with Product and Engineering teams.