Strong fit for early-career professionals with financial services experience who thrive in high-growth, hybrid environments and can manage cross-functional workflows.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Farther via Greenhouse
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 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.
The Role
As an Advisor Experience Associate, you'll provide operational, scheduling, and execution support to Advisor Experience Managers. You'll serve as the internal project manager ensuring all workflows, departmental handoffs, and resources are coordinated flawlessly for advisor transitions.
This role is perfect for someone early in their career who thrives on organization, takes pride in operational excellence, and wants to make a real impact in a high-growth environment. You'll be the operational backbone that enables seamless advisor experiences—ensuring nothing falls through the cracks as we scale.
Your Impact
Provide comprehensive operational and project management support to Advisor Experience Managers
Maintain and update all advisor timelines, tasks, and dependencies inside task management workflows
Liaise with internal departments (Compliance, PDE, Billing, Operations, Marketing) to deliver all required deliverables pre- and post-Discovery
Route and verify all compliance documentation prior to submission, ensuring accuracy and completeness
Document and track all task-level progress through Farther's internal portal
Support technology setup and reporting documentation for Farther executives
Assist with resource planning and workload balancing across Advisor Experience Managers
Maintain task dashboards and status tracking in near real-time
Prepare Pre-Day-One Operations Checklist completion reports
Generate weekly advisor readiness status and issue-tracking summaries
Ensure 98% of project tasks are completed within SLA with zero missed critical milestones
The Ideal Match
2 years of experience in operations, project coordination, or client services (financial services experience preferred)
Exceptional organizational skills and meticulous attention to detail
Strong project management capabilities with ability to track multiple workflows simultaneously
Experience coordinating across multiple departments and stakeholders
Proficiency with project management tools, CRM systems, and task management platforms
Excellent written and verbal communication skills
Self-starter who takes ownership of responsibilities and follows through consistently
Ability to work efficiently in a fast-paced environment with competing priorities
Comfortable with technology and quick to learn new systems
Bonus Points
Previous experience in financial services operations or client services
Familiarity with compliance documentation and regulatory requirements
Experience with project management tools, CRM systems, and task management platforms
Background working in high-growth startups or fintech companies
Knowledge of wealth management operations
Process improvement mindset with track record of increasing operational efficiency
Why Join Us
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
Ready to disrupt wealth management? Let's talk!
Source: Farther careers (Greenhouse)