Senior Manager, Client Experience

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

As a Senior Manager of Client Experience, you will lead a team responsible for delivering a world-class wealth management experience for Farther advisors and clients. You'll oversee the execution of financial operations required for advisor onboarding, client onboarding, ongoing requests, and any complex needs. You will collaborate closely with our Product and Engineering teams to continually push the boundaries of wealth management and develop your team members. As a people manager within Farther's client experience team, this is an opportunity to have a huge impact - not just on the company, but on the entire wealthtech industry.

Your Impact

Lead and develop a team of Client Experience Managers and Associates, providing coaching, mentorship, and performance management

Establish service standards and operational procedures to ensure consistency and excellence across the client experience function

Drive strategic initiatives to enhance client satisfaction and retention

Oversee the resolution of complex client inquiries and escalated issues

Partner with Product and Engineering teams to identify and implement process improvements and new client-facing solutions

Build and maintain relationships with key stakeholders, including advisors, custodians, and third-party vendors

Analyze client experience metrics and provide insights to senior leadership on trends and opportunities The Ideal Match

Bachelor's degree with 7+ years of experience in client experience or operations within the financial services industry, including 3+ years of people management experience

Strong leadership skills with a proven track record of developing high-performing teams

Exceptional communication and relationship-building abilities

Comprehensive understanding of wealth management operations and custodial platforms

Experience implementing process improvements and operational efficiencies

Strategic thinker with excellent problem-solving skills

Ability to thrive in a fast-paced, high-growth environment Bonus Points

Advanced knowledge of financial products, including separately managed accounts (SMAs) and alternative investments

Experience working with high-net-worth clients

Background in fintech or wealth management technology platforms

Project management certification or experience 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