Revenue Operations Associate Advisor Business Development
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Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
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
Were looking for a Revenue Operations Associate to be the operational backbone of our Advisor Business Development team. Youll own our CRM infrastructure and reporting while also driving the day-to-day execution that keeps our recruiting engine running smoothly. This is a high-impact high-visibility role for someone whos equal parts systems thinker and doer with a path to grow into a broader operations or chief of staff function as we scale.
Your Impact
- Own HubSpot CRM architecturedesigning properties pipelines workflows and automations that eliminate manual work
- Build dashboards and reports that give leadership real-time visibility into pipeline health and recruiting performance
- Manage the operational flow of offers and contracts in partnership with HR and Finance
- Identify process bottlenecks and proactively implement solutions before being asked
- Serve as the connective tissue across Advisor Recruiting HR and other cross-functional partners
The Ideal Match
- 2-4 years in sales operations business operations recruiting operations or a high-performing coordinator/chief of staff role
- HubSpot experience strongly preferredyou know your way around workflows reports and CRM best practices
- Highly organized with exceptional attention to detail
- Proactive and resourcefulyou see what needs to be done and do it without waiting to be asked
- Strong communicator who can work effectively with leadership and cross-functional teams
- Technically curiouscomfortable learning new systems and leveraging tools like AI to work smarter
- Thrives in fast-paced environments where priorities shift and no two days look the same
Bonus Points
- Experience in financial services wealth management or fintech
- Background supporting sales or recruiting teams
- Familiarity with additional tools (Salesforce Greenhouse Rippling etc.)
- Interest in growing into a chief of staff or senior operations role
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 Lets talk!
Required Experience:
IC
Key Skills
- Business Intelligence
- Children Activity
- Business Analysis
- Corporate Sales
- ABB
- Corporate Development
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.
