[Remote] Copy of Advisor Experience Manager at Farther

Remote

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth Management, FintechIndustries

Requirements

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

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

Skills

Key technologies and capabilities for this role

relationship managementclient onboardingproject coordinationcross-functional collaborationcommunicationoperational executionadvisor profilingtransition managementsales collaborationstakeholder management

Questions & Answers

Common questions about this position

What experience is required for the Advisor Experience Manager role?

Candidates need 5+ years of experience in client-facing relationship management, account management, or advisor services within wealth management or financial services, along with a proven track record of managing complex, multi-stakeholder projects with competing priorities.

What key skills are needed for this position?

The role requires exceptional communication and interpersonal skills to build trust quickly, experience coordinating across multiple departments, and strong organizational skills with attention to detail to manage numerous advisor transitions simultaneously.

What is the company culture like at Farther?

Farther has a collaborative team of entrepreneurs who are passionate about helping clients and teammates achieve more, valuing those who break through walls to get things done the right way.

What is the location or remote policy for this role?

This information is not specified in the job description.

What is the salary or compensation for the Advisor Experience Manager position?

This information is not specified in the job description.

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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