Client Experience Lead, Advisory Practice

Job description

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re 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 you’re 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: Farther's 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. You'll be embedded in Farther's Client Experience team while dedicating your focus to one advisor....