Client Services Director at Farther

Atlanta, Georgia, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, Consulting, Data AnalyticsIndustries

Requirements

10+ years of experience in client services and/or account management, preferably in a professional consulting environment
At least 5 years of experience with data, cloud, and AI solutions, either in a leadership role, as a practitioner, or in a consulting setting
Proven track record of growing accounts, demonstrating a focus on revenue expansion rather than just account maintenance
Expertise in understanding and solving complex client problems, with a focus on creating practical, strategic roadmaps that connect services to a client's long-term business goals
Strong consultative selling approach, with a focus on delivering value-driven solutions to VPs and C-suite level stakeholders

Responsibilities

Establish and nurture relationships with key client stakeholders, serving as the main point of contact and providing proactive communication
Collaborate with internal experts to develop tailored, data-driven solutions that align with the client's strategic objectives
Conduct discovery sessions with clients to identify opportunities for growth, and articulate Further’s value proposition in terms of measurable business impact
Develop and execute account growth strategies, identifying and pursuing opportunities to expand existing client accounts
Provide high-level oversight on client projects to ensure strategic alignment and successful delivery while balancing short-term client needs with long-term goals

Skills

Client Services

Account Management

Data Solutions

Cloud Computing

AI Solutions

Consultative Selling

Revenue Growth

Strategic Roadmaps

Stakeholder Management

Project Oversight

Farther

Personalized wealth management and financial advice

About Farther

Farther.com offers personalized wealth management services aimed at helping clients grow their wealth for future generations. The company uses advanced technology and data-driven strategies to provide tailored financial advice, ensuring that the interests of the clients and advisors are aligned for unbiased guidance. Their proprietary platform includes smart features that allow advisors to concentrate on client needs while offering access to a variety of public strategies and alternative investments to enhance investment potential. Farther.com employs a team of experts, including financial planners and estate attorneys, to deliver comprehensive financial support. Unlike many competitors, Farther.com emphasizes personalized service and proactive technology in its approach to wealth management, with the goal of providing clients with well-rounded financial advice.

New York City, New YorkHeadquarters

2019Year Founded

$114.8MTotal Funding

SERIES_CCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Flexible Work Hours

Risks

Rapid AUM growth may strain Farther's proprietary platform if not managed properly.

High valuation post-Series B raises pressure to meet investor expectations.

Reliance on technology exposes Farther to risks of obsolescence or failure.

Differentiation

Farther combines expert advisors with cutting-edge technology for a unique client experience.

The firm offers a proprietary platform with smart features for personalized financial advice.

Farther's integration with Wealth.com enhances estate planning for high-net-worth clients.

Upsides

Farther's AUM increased 4x year-over-year, showing strong market demand.

The $72 million Series C funding supports expansion of Farther's advisor network.

Partnerships with Wealth.com and YCharts enhance Farther's comprehensive service offerings.

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