Advisor Experience Manager
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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
As an Advisor Experience Manager youll serve as the trusted concierge and single point of contact for incoming advisors from contract signature through full integration. Youll ensure each advisor and client transition is personalized frictionless and emotionally engagingdelivering the premium experience that defines Farthers brand.
This role requires exceptional relationship management skills operational precision and the ability to orchestrate complex transitions across multiple departments. Youll be the advisors 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 withthe 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 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:
Manager
Key Skills
- Bilingual
- Linux Administration
- Documentation
- LNG
- Entry Level Finance
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.
