Senior Manager, Client Experience
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive tailored wealth management experience.
Farthers founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management fintech and technology production 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 youre 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 a Senior Manager of Client Experience you will lead a team responsible for delivering a world-class wealth management experience for Farther advisors and clients. Youll oversee the execution of financial operations required for advisor onboarding client onboarding ongoing requests and any complex needs. You will collaborate closely with our Product and Engineering teams to continually push the boundaries of wealth management and develop your team members. As a people manager within Farthers client experience team this is an opportunity to have a huge impact not just on the company but on the entire wealthtech industry.
Your Impact
- Lead and develop a team of Client Experience Managers and Associates providing coaching mentorship and performance management
- Establish service standards and operational procedures to ensure consistency and excellence across the client experience function
- Drive strategic initiatives to enhance client satisfaction and retention
- Oversee the resolution of complex client inquiries and escalated issues
- Partner with Product and Engineering teams to identify and implement process improvements and new client-facing solutions
- Build and maintain relationships with key stakeholders including advisors custodians and third-party vendors
- Analyze client experience metrics and provide insights to senior leadership on trends and opportunities
The Ideal Match
- Bachelors degree with 7 years of experience in client experience or operations within the financial services industry including 3 years of people management experience
- Strong leadership skills with a proven track record of developing high-performing teams
- Exceptional communication and relationship-building abilities
- Comprehensive understanding of wealth management operations and custodial platforms
- Experience implementing process improvements and operational efficiencies
- Strategic thinker with excellent problem-solving skills
- Ability to thrive in a fast-paced high-growth environment
Bonus Points
- Advanced knowledge of financial products including separately managed accounts (SMAs) and alternative investments
- Experience working with high-net-worth clients
- Background in fintech or wealth management technology platforms
- Project management certification or experience
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
Required Experience:
Senior Manager
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Our experienced advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you, your family, your future — and beyond.
