Client Ops Lead — Wealth Tech, Fast Impact, Unlimited PTO

Farther; Irving (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 a rapidly growing wealth management firm expanding its Client Operations team. We are adding a Client Operations Associate to own the daily Core Ops queue, support account openings, transfers, and money movement across our multi-custodial platform.

You’ll lead high-impact projects like custodial mergers and historical performance migrations. You’ll work with our technical specialists and CX team to identify gaps, build scalable processes, and ensure accurate, timely service for our

Qualifications

• 2+ years in operations at a custodian, RIA, or wealth management firm, with end-to-end ownership of tasks like account opening and money movement.
• Experience across multiple custodians or departments.
• Sharp attention to detail and comfort managing a high, growing volume of requests.
• A fast learner who can pick up new systems quickly.

Responsibilities

• Own and triage the daily Core Ops request queue — access provisioning, rep code updates, and more.
• Provide hands-on support for high-impact projects like Historical Performance Migrations and Custodial Mergers.
• Build fluency across custodial platforms (Schwab, Fidelity, Pershing, and beyond).
• Partner closely with our technical specialists and CX team to spot process gaps and fix them.
• Help build the redundancy and structure that lets Core Ops scale alongside the business.

Skills

End-to-end ownership

Custodian experience

Attention to detail

Fast learner

Tools

Schwab

Fidelity

Pershing

Job description

Farther is a rapidly growing wealth management firm expanding its Client Operations team. We are adding a Client Operations Associate to own the daily Core Ops queue, support account openings, transfers, and money movement across our multi-custodial platform.

You’ll lead high-impact projects like custodial mergers and historical performance migrations. You’ll work with our technical specialists and CX team to identify gaps, build scalable processes, and ensure accurate, timely service for our