<div><section> <div> <section> <div> <h2>Company Description</h2> <p>Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.</p> <p>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.</p> <p>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.</p> </div> </section> </div> </section></div><h3>The Role </h3> <p>As an Onboarding Operations Associate, youll play a vital role in executing Farthers advisor and client onboarding process. Youll support the seamless transition of advisors and their clients by managing complex operational workflows and ensuring accurate execution of financial operations. This role offers the opportunity to develop expertise in wealth management operations while contributing to the growth of our platform.</p> <h3>Your Impact </h3> <ul> <li>Execute end-to-end onboarding operations for advisors transitioning their practice to Farther</li> <li>Manage multiple conversion workflows while maintaining clear communication with all stakeholders</li> <li>Process and validate account transfers, asset movements, and documentation requirements</li> <li>Act as a day-to-day contact for advisors and clients during the transition process</li> <li>Coordinate with custodians and third-party vendors to ensure smooth transitions</li> <li>Support the development and implementation of process improvements</li> <li>Monitor and report on transition progress and potential risk situations</li> </ul> <p> </p> <h3>The Ideal Match </h3> <ul> <li>Bachelors degree with 3-5 years of experience in financial services operations</li> <li>Strong knowledge of wealth management operational procedures</li> <li>Experience with custodian platforms and wealth management software</li> <li>Excellent project management and communication skills</li> <li>Proven ability to manage multiple competing priorities</li> <li>Strong problem-solving skills and attention to detail</li> <li>Team-oriented mindset with a client-first approach</li> </ul> <h3>Bonus Points </h3> <ul> <li>Experience with advisor transitions or conversion management</li> <li>Knowledge of financial products including SMAs and alternative investments</li> <li>FINRA Series 7/63 license</li> <li>Experience with process improvement implementation</li> <li>Background in client service or relationship management</li> </ul> <h3>Why Join Us</h3> <ul> <li>Competitive comp package that rewards impact</li> <li>Work alongside some of the brightest minds in fintech</li> <li>Ground-floor opportunity at a fast-scaling startup</li> <li>Chart your own growth path as we expand</li> <li>Full health benefits + 401(k) matching &amp; Roth IRA options</li> <li>Unlimited PTO</li> </ul> <h4>Ready to disrupt wealth management? Lets talk!</h4>

Farther

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