Client Experience Lead - Wealth 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 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.