Process Improvement Manager, Business Operations at Farther

San Francisco, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth Management, FintechIndustries

Skills

Key technologies and capabilities for this role

Process ImprovementOperational ExcellenceWorkflow OptimizationChange ManagementKPI DevelopmentRegulatory ComplianceClient OnboardingAdvisor WorkflowsCross-functional Collaboration

Questions & Answers

Common questions about this position

What experience level is required for the Process Improvement Manager role?

The role requires 10+ years of progressive experience in process improvement, business operations, or related field, with a proven track record at globally recognized consulting firms like McKinsey, BCG, GE, or Accenture.

What certifications are preferred for this position?

A Six Sigma Black Belt, Master Black Belt, or equivalent process improvement certification is required.

What is the company culture like at Farther?

Farther features a collaborative team of entrepreneurs passionate about helping clients and teammates achieve more, with a focus on breaking through walls to get things done the right way and fostering continuous improvement.

What education is required for the Process Improvement Manager role?

A Bachelor's degree in Business, Engineering, or related field is required, with bonus points for an MBA or advanced degree in a relevant field.

What makes a strong candidate for this role?

Ideal candidates have demonstrated success transitioning from consulting to hands-on implementation of large-scale initiatives, strong analytical skills, exceptional influence and communication to drive change without formal authority, and experience in financial services or fintech.

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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