Farther · 2 days ago
Advisor Experience Manager
Hybrid - Dallas
Full-time
Hybrid
Senior Level
5+ years expFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive wealth management experience. The Advisor Experience Manager will serve as a trusted point of contact for incoming advisors, ensuring a personalized and frictionless transition while collaborating across departments to meet launch milestones.
ConsultingFinanceFinancial ServicesFinTechWealth Management
Responsibilities
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
Qualification
Required
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, with the 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
Preferred
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
Benefits
Full health benefits
401(k) matching & Roth IRA options
Unlimited PTO
Company
Farther
Farther is a wealth management firm that combines expert financial advisors with technology to financial planning.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$118MKey Investors
CapitalG,Viewpoint VenturesLightspeed Venture PartnersBessemer Venture Partners
2024-10-10Series C· $72M
2023-09-27Series B· $31M
2022-05-01Series A· $15M
Leadership Team
Taylor Matthews
Co-Founder and CEO
Christopher Powers
Chief Compliance Officer and Strategic Advisor
Recent News
linkedin.com
2026-01-08
2025-11-19
2025-11-19
Company data provided by crunchbase