Farther
Advisor Experience Manager
at
Farther
Company Description
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 with a 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 passionate about helping clients and 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 Role As an Advisor Experience Manager, you’ll serve as the trusted concierge and single point of contact for incoming advisors from contract signature through full integration. You’ll ensure each advisor and client transition is personalized, frictionless, and emotionally engaging – delivering the premium experience that defines Farther’s brand. This role requires exceptional relationship management skills, operational precision, and the ability to orchestrate complex transitions across multiple departments. You’ll be the advisor’s advocate and guide, ensuring they feel supported and confident as they join the Farther platform.
Your Impact
Serve as the dedicated point of contact for assigned advisors throughout their entire transition journey, maintaining proactive weekly communication
Collaborate with Sales before Discovery Day to understand advisor motivations, goals, and potential concerns
Create comprehensive Advisor Profiles and practice blueprints that inform all subsequent execution tasks
Coordinate seamlessly with Transition Pods and Relationship Associates to ensure each launch milestone is met on time
Capture advisor goals, client segmentation, and technology ecosystem requirements for smooth handoffs
Own escalation resolution for all transition‑related issues, coordinating solutions across Farther departments
Deliver personalized, concierge‑level service that makes advisors feel valued and confident in their decision to join Farther
Complete pre‑Day‑One readiness audits for all assigned advisors according to the schedule
Conduct transition closure debriefs and gather advisor feedback to drive continuous improvement
The Ideal Match
5+ years of experience in client‑facing relationship management, account management, or advisor services within wealth management or financial services
Proven track record of managing complex, multi‑stakeholder projects with competing priorities
Exceptional communication and interpersonal skills with the ability to build trust quickly
Experience coordinating across multiple departments to deliver seamless customer experiences
Strong organizational skills and attention to detail, with the ability to manage numerous advisor transitions simultaneously
Proactive problem‑solver who anticipates needs and removes obstacles before they become issues
Comfortable working in a fast‑paced, high‑growth startup environment
Demonstrated ability to meet or exceed customer satisfaction metrics
Bonus Points
Previous experience with advisor transitions, practice management, or wealth management operations
Familiarity with RIA compliance requirements and documentation processes
Experience with project management tools and CRM systems
Background in fintech or technology‑enabled financial services
Track record of improving operational processes and client experience metrics
Why Join Us
Competitive compensation 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
Ready to disrupt wealth management? Let’s talk!
#J-18808-Ljbffr
at
Farther
Company Description
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 with a 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 passionate about helping clients and 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 Role As an Advisor Experience Manager, you’ll serve as the trusted concierge and single point of contact for incoming advisors from contract signature through full integration. You’ll ensure each advisor and client transition is personalized, frictionless, and emotionally engaging – delivering the premium experience that defines Farther’s brand. This role requires exceptional relationship management skills, operational precision, and the ability to orchestrate complex transitions across multiple departments. You’ll be the advisor’s advocate and guide, ensuring they feel supported and confident as they join the Farther platform.
Your Impact
Serve as the dedicated point of contact for assigned advisors throughout their entire transition journey, maintaining proactive weekly communication
Collaborate with Sales before Discovery Day to understand advisor motivations, goals, and potential concerns
Create comprehensive Advisor Profiles and practice blueprints that inform all subsequent execution tasks
Coordinate seamlessly with Transition Pods and Relationship Associates to ensure each launch milestone is met on time
Capture advisor goals, client segmentation, and technology ecosystem requirements for smooth handoffs
Own escalation resolution for all transition‑related issues, coordinating solutions across Farther departments
Deliver personalized, concierge‑level service that makes advisors feel valued and confident in their decision to join Farther
Complete pre‑Day‑One readiness audits for all assigned advisors according to the schedule
Conduct transition closure debriefs and gather advisor feedback to drive continuous improvement
The Ideal Match
5+ years of experience in client‑facing relationship management, account management, or advisor services within wealth management or financial services
Proven track record of managing complex, multi‑stakeholder projects with competing priorities
Exceptional communication and interpersonal skills with the ability to build trust quickly
Experience coordinating across multiple departments to deliver seamless customer experiences
Strong organizational skills and attention to detail, with the ability to manage numerous advisor transitions simultaneously
Proactive problem‑solver who anticipates needs and removes obstacles before they become issues
Comfortable working in a fast‑paced, high‑growth startup environment
Demonstrated ability to meet or exceed customer satisfaction metrics
Bonus Points
Previous experience with advisor transitions, practice management, or wealth management operations
Familiarity with RIA compliance requirements and documentation processes
Experience with project management tools and CRM systems
Background in fintech or technology‑enabled financial services
Track record of improving operational processes and client experience metrics
Why Join Us
Competitive compensation 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
Ready to disrupt wealth management? Let’s talk!
#J-18808-Ljbffr