Client Relationship Manager, Wealth Advisory

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.
Youll be the right hand to a Managing Director, Wealth Advisor on Farthers Focus Team who works with Fortune 500 professionals. Be the first stop for client requests, from money movement and distributions to account changes, and escalate only what needs the advisor
Own the meeting rhythm: prep across our CRM, Black Diamond, and the Farther app, log notes, and route follow-ups
Run weekly account reviews, trading and cash checks, asset transfers, RMDs, and Roth conversions
Keep relationships warm with touchpoint tracking, quarterly review materials, and timely follow-up on referrals and prospects
Manage the practice behind the scenes: client events, budget, and COI relationships
Several years in wealth management, RIA operations, or advisor support, ideally with high-net-worth clients
Comfortable with portfolio and CRM tools like Black Diamond and HubSpot
Sound judgment, a sharp eye for detail, and a warm, clear voice on the phone and in writing
Bonus Points

Familiarity with equity compensation and corporate benefits
Experience with financial planning concepts for high net worth individuals including investment strategy, tax optimization, retirement planning, estate etc.
Work alongside some of the brightest minds in fintech
Ground-floor opportunity at a fast-scaling startup
Ready to disrupt wealth management?