Manager of Client Experience

Farther; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

An innovative firm is seeking a Senior Manager of Client Experience to lead a dynamic team focused on delivering exceptional wealth management. This role offers the chance to shape client onboarding processes, oversee complex inquiries, and collaborate with product teams to enhance client solutions. If you're passionate about client success and thrive in a fast-paced environment, this is an exciting opportunity to make a significant impact in the wealthtech industry. Join a collaborative team that values growth and innovation, and help redefine the future of wealth management.

Benefits

Full health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Competitive compensation package

Qualifications

• 5+ years in client experience or operations in financial services.
• 3+ years of people management experience.

Responsibilities

• Lead and develop a team of Client Experience Managers.
• Drive strategic initiatives to enhance client satisfaction.

Skills

Leadership Skills

Client Relationship Management

Communication Skills

Problem-Solving Skills

Strategic Thinking

Education

Bachelor's Degree

Tools

Wealth Management Platforms

Custodial Platforms

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.

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.

About Us

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 a Senior Manager of Client Experience, you will lead a team responsible for delivering a world-class wealth management experience for Farther advisors and clients. You'll oversee the execution of financial operations required for advisor onboarding, client onboarding, ongoing requests, and any complex needs. You will collaborate closely with our Product and Engineering teams to continually push the boundaries of wealth management and develop your team members. As a people manager within Farther's client experience team, this is an opportunity to have a huge impact – not just on the company, but on the entire wealthtech industry.

Your Impact

• Lead and develop a team of Client Experience Managers and Associates, providing coaching, mentorship, and performance management
• Establish service standards and operational procedures to ensure consistency and excellence across the client experience function
• Drive strategic initiatives to enhance client satisfaction and retention
• Oversee the resolution of complex client inquiries and escalated issues
• Partner with Product and Engineering teams to identify and implement process improvements and new client-facing solutions
• Build and maintain relationships with key stakeholders, including advisors, custodians, and third-party vendors
• Analyze client experience metrics and provide insights to senior leadership on trends and opportunities
  
  

The Ideal Match

• Bachelor's degree with 5+ years of experience in client experience or operations within the financial services industry, including 3+ years of people management experience
• Strong leadership skills with a proven track record of developing high-performing teams
• Exceptional communication and relationship-building abilities
• Comprehensive understanding of wealth management operations and custodial platforms
• Experience implementing process improvements and operational efficiencies
• Strategic thinker with excellent problem-solving skills
• Ability to thrive in a fast-paced, high-growth environment
  
  

Bonus Points

• Advanced knowledge of financial products, including separately managed accounts (SMAs) and alternative investments
• Experience working with high-net-worth clients
• Background in fintech or wealth management technology platforms
• Project management certification or experience
  
  

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

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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