Executive Client Liaison — Fortune 500 Focus Team

Farther Finance, LLC; United States; Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Full health benefits

401(k) matching

Roth IRA options

Job summary

Farther is a rapidly growing RIA integrating expert advisors with technology to tailor wealth management solutions for Fortune 500 professionals. The right-hand to the Managing Director on the Focus Team drives day-to-day client engagements, money movements, and end-to-end follow-up in a fast-scaling startup.

In this role you will own the meeting cadence, weekly reviews, trading checks, and touchpoints while benefiting from competitive compensation and full health benefits.

Qualifications

• Experience supporting senior leaders in finance or wealth management is a plus.

Responsibilities

• Support Managing Director on the Focus Team with daily practice and client engagements.
• Own meeting rhythm, weekly reviews, trading checks, and touchpoints.

Skills

Executive support

Calendar management

Client engagements

Finance knowledge

Tools

CRM software

Job description

Farther is a rapidly growing RIA integrating expert advisors with technology to tailor wealth management solutions for Fortune 500 professionals. The right-hand to the Managing Director on the Focus Team drives day-to-day client engagements, money movements, and end-to-end follow-up in a fast-scaling startup.

In this role you will own the meeting cadence, weekly reviews, trading checks, and touchpoints while benefiting from competitive compensation and full health benefits.