Advisor Experience Associate

MassMutual Ventures; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther is seeking an Advisor Experience Associate to provide operational, scheduling, and execution support to Advisor Experience Managers. You’ll act as the internal project manager ensuring workflows, handoffs, and resources are coordinated as we scale.

This role is ideal for someone early in their career who values organization and operational excellence, helping to deliver seamless advisor experiences and ensuring nothing falls through the cracks in our fast-growing fintech startup.

Qualifications

• 2 years of experience in operations, project coordination, or client services (financial services experience preferred).
• Exceptional organizational skills and meticulous attention to detail.
• Strong project management capabilities with ability to track multiple workflows simultaneously.
• Experience coordinating across multiple departments and stakeholders.
• Proficiency with project management tools, CRM systems, and task management platforms.
• Excellent written and verbal communication skills.

Responsibilities

• Provide operational and project management support to Advisor Experience Managers.
• Maintain and update advisor timelines, tasks, and dependencies in task management workflows.
• Liaise with Compliance, PDE, Billing, Operations, Marketing to deliver deliverables pre- and post-Discovery.
• Route and verify compliance documents for accuracy and completeness.
• Document and track task progress through Farther's internal portal.
• Support technology setup and reporting documentation for executives.
• Assist with resource planning and workload balancing across teams.
• Maintain task dashboards and near real-time status tracking.
• Prepare Pre-Day-One Operations Checklist completion reports.
• Generate weekly advisor readiness status and issue-tracking summaries.
• Ensure high SLA achievement with minimal missed milestones.

Skills

Operations

Project coordination

Client services

Organizational skills

Communication skills

Tools

CRM systems

Project management tools

Job description

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.

The Role

As an Advisor Experience Associate, you'll provide operational, scheduling, and execution support to Advisor Experience Managers. You'll serve as the internal project manager ensuring all workflows, departmental handoffs, and resources are coordinated flawlessly for advisor transitions.

This role is perfect for someone early in their career who thrives on organization, takes pride in operational excellence, and wants to make a real impact in a high-growth environment. You'll be the operational backbone that enables seamless advisor experiences—ensuring nothing falls through the cracks as we scale.

Your Impact

• Provide comprehensive operational and project management support to Advisor Experience Managers


• Maintain and update all advisor timelines, tasks, and dependencies inside task management workflows


• Liaise with internal departments (Compliance, PDE, Billing, Operations, Marketing) to deliver all required deliverables pre- and post-Discovery


• Route and verify all compliance documentation prior to submission, ensuring accuracy and completeness


• Document and track all task-level progress through Farther's internal portal


• Support technology setup and reporting documentation for Farther executives


• Assist with resource planning and workload balancing across Advisor Experience Managers


• Maintain task dashboards and status tracking in near real-time


• Prepare Pre-Day-One Operations Checklist completion reports


• Generate weekly advisor readiness status and issue-tracking summaries


• Ensure 98% of project tasks are completed within SLA with zero missed critical milestones

The Ideal Match

• 2 years of experience in operations, project coordination, or client services (financial services experience preferred)


• Exceptional organizational skills and meticulous attention to detail


• Strong project management capabilities with ability to track multiple workflows simultaneously


• Experience coordinating across multiple departments and stakeholders


• Proficiency with project management tools, CRM systems, and task management platforms


• Excellent written and verbal communication skills


• Self-starter who takes ownership of responsibilities and follows through consistently


• Ability to work efficiently in a fast-paced environment with competing priorities


• Comfortable with technology and quick to learn new systems

Bonus Points

• Previous experience in financial services operations or client services


• Familiarity with compliance documentation and regulatory requirements


• Experience with project management tools, CRM systems, and task management platforms


• Background working in high-growth startups or fintech companies


• Knowledge of wealth management operations


• Process improvement mindset with track record of increasing operational efficiency

Why Join Us

• Competitive comp package that rewards impact


• Work alongside some of the brightest minds in fintech


• Ground-floor opportunity at a fast-scaling startup


• Chart your own growth path as we expand


• Full health benefits + 401(k) matching & Roth IRA options


• Unlimited PTO