Client Experience Lead, Advisory Practice

The Role

Farthers advisory team is growing and so is the scope of what it takes to deliver a truly exceptional client experience. This role sits at the intersection of client operations and advisor support purpose-built for a senior Managing Director who serves high-net-worth families executives and entrepreneurs across complex financial planning needs.

Youll be embedded in Farthers Client Experience team while dedicating your focus to one advisor. Your time splits between two tracks: CX operations and handling client service requests account work and platform-side execution. As well as direct advisor support including business development prospect outreach event coordination and the day-to-day tasks that let your advisor stay focused on clients and growth.

This is a high-ownership role for someone whos proactive by nature comfortable in a fast-moving environment and genuinely excited about building something. If youre on a CFP or CFA track or already have it and youre looking for a path toward relationship management this is a strong launchpad.

Your Impact

• Serve as the first line of defense on client communications triaging inbound requests responding where you can and flagging what needs advisor attention
• Execute the full range of CX operations: account openings transfers money movements and ongoing service requests via the Farther platform and custodians (Schwab/Fidelity)
• Prepare meeting materials including agendas portfolio reviews financial plan updates and quarterly reports coordinating with internal planning and estate teams as needed
• Handle post-meeting follow-up: review AI-generated notes manage task lists and draft client recap emails
• Support business development through prospect research portfolio analysis proposal prep and marketing event logistics including outreach via LinkedIn and CRM tools
• Maintain CRM records documentation and reporting with accuracy and attention to detail
• Identify and act on process improvements that give your advisor more time for what matters most

The Ideal Match

• 5 years of experience in financial services wealth management RIA operations custodial platforms or similar client-facing roles
• Experience with Charles Schwabs custodial platform (required); familiarity with Fidelity or comparable platforms and CRM systems a plus
• Strong written and verbal communicator who can engage professionally across clients prospects and internal teams
• Proactive and self-directed you anticipate whats needed follow through without reminders and know when to escalate
• Comfortable in a fast-scaling environment where priorities shift and no two days look the same

Bonus Points

• CFP in progress or already earned (we support your development)
• Experience supporting a high-net-worth wealth management practice or similar book of business
• Familiarity with financial planning workflows proposal tools or platforms like Salesforce Redtail or similar
• Youve done client outreach or business development support LinkedIn prospecting event planning or similar

Why Join Us FOR NON-TECH ROLES

• 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!

Ready to disrupt wealth management Lets talk!