Client Experience Lead, Advisory Practice

Farther; Dallas (TX); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation package

Unlimited PTO

401(k) matching and Roth IRA options

Full health benefits

Job summary

Farther in Dallas is seeking a Senior Managing Director to support high-net-worth families with financial planning. This role combines client operations and advisor support, focusing on delivering excellent client service and managing ongoing account needs. Candidates should have 5+ years of experience in financial services, particularly with custodial platforms such as Charles Schwab, alongside strong communication skills. The position offers comprehensive health benefits, 401(k) options, and a competitive compensation package in a fast-growing startup environment.

Qualifications

• 5+ years of experience in financial services or client-facing roles.
• Experience with custodial platforms like Charles Schwab is essential.
• Strong communicator with clients and prospects.

Responsibilities

• Respond to client requests and escalate when necessary.
• Execute client account operations and service requests.
• Prepare materials and follow-up documentation for meetings.

Skills

Client communication

Proactive problem-solving

Financial services experience

Strong written and verbal communication

CRM maintenance

Education

CFP or CFA certification

Tools

Charles Schwab custodial platform

Salesforce

Job 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

Farther's advisory team is growing, and so is the scope of what it takes to deliver a truly exceptional client experience. This role sits at the intersection of client operations and advisor support, purpose‑built for a senior Managing Director who serves high‑net‑worth families, executives, and entrepreneurs across complex financial planning needs.

You’ll be embedded in Farther's Client Experience team while dedicating your focus to one advisor. Your time splits between two tracks: CX operations and handling client service requests, account work, and platform‑side execution. As well as direct advisor support, including business development, prospect outreach, event coordination, and the day‑to‑day tasks that let your advisor stay focused on clients and growth.

This is a high‑ownership role for someone who’s proactive by nature, comfortable in a fast‑moving environment, and genuinely excited about building something. If you’re on a CFP or CFA track or already have it and you’re looking for a path toward relationship management, this is a strong launchpad.

Your Impact

• Serve as the first line of defense on client communications — triaging inbound requests, responding where you can, and flagging what needs advisor attention
• Execute the full range of CX operations: account openings, transfers, money movements, and ongoing service requests via the Farther platform and custodians (Schwab/Fidelity)
• Prepare meeting materials, including agendas, portfolio reviews, financial plan updates, and quarterly reports — coordinating with internal planning and estate teams as needed
• Handle post‑meeting follow‑up: review AI‑generated notes, manage task lists, and draft client recap emails
• Support business development through prospect research, portfolio analysis, proposal prep, and marketing event logistics — including outreach via LinkedIn and CRM tools
• Maintain CRM records, documentation, and reporting with accuracy and attention to detail
• Identify and act on process improvements that give your advisor more time for what matters most

The Ideal Match

• 5+ years of experience in financial services, wealth management, RIA operations, custodial platforms, or similar client‑facing roles
• Experience with Charles Schwab’s custodial platform (required); familiarity with Fidelity or comparable platforms and CRM systems a plus
• Strong written and verbal communicator who can engage professionally across clients, prospects, and internal teams
• Proactive and self‑directed, you anticipate what’s needed, follow through without reminders, and know when to elevate
• Comfortable in a fast‑scaling environment where priorities shift and no two days look the same

Bonus Points

• CFP in progress or already earned (we support your development)
• Experience supporting a high‑net‑worth wealth management practice or similar book of business
• Familiarity with financial planning workflows, proposal tools, or platforms like Salesforce, Redtail, or similar
• You’ve done client outreach or business development support, LinkedIn prospecting, event planning, or similar

Why Join Us — FOR NON‑TECH ROLES

• 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
• Ready to disrupt wealth management? Let’s talk!

Ready to disrupt wealth management? Let’s talk!