Onboarding Operations Associate

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

Job summary

Join a forward-thinking company as an Onboarding Operations Associate, where you'll play a key role in the advisor and client onboarding process. This position offers a unique opportunity to work with a collaborative team passionate about transforming wealth management. You'll manage complex workflows, ensuring smooth transitions for clients and advisors while contributing to process improvements. With a competitive compensation package and full health benefits, this role is ideal for those looking to make a significant impact in a fast-scaling startup environment.

Benefits

Full Health Benefits

401(k) Matching

Roth IRA Options

Unlimited PTO

Qualifications

• 3-5 years of experience in financial services operations.
• Strong knowledge of wealth management operational procedures.

Responsibilities

• Execute onboarding operations for advisors transitioning to Farther.
• Manage multiple conversion workflows and maintain clear communication.

Skills

Project Management

Communication Skills

Problem Solving

Attention to Detail

Client Service

Education

Bachelor's Degree

Tools

Wealth Management Software

Custodian Platforms

Job description

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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.

The Role

As an Onboarding Operations Associate, you'll play a vital role in executing Farther's advisor and client onboarding process. You'll support the seamless transition of advisors and their clients by managing complex operational workflows and ensuring accurate execution of financial operations. This role offers the opportunity to develop expertise in wealth management operations while contributing to the growth of our platform.

Your Impact

• Execute end-to-end onboarding operations for advisors transitioning their practice to Farther
• Manage multiple conversion workflows while maintaining clear communication with all stakeholders
• Process and validate account transfers, asset movements, and documentation requirements
• Act as a day-to-day contact for advisors and clients during the transition process
• Coordinate with custodians and third-party vendors to ensure smooth transitions
• Support the development and implementation of process improvements
• Monitor and report on transition progress and potential risk situations
  
  

The Ideal Match

• Bachelor's degree with 3-5 years of experience in financial services operations
• Strong knowledge of wealth management operational procedures
• Experience with custodian platforms and wealth management software
• Excellent project management and communication skills
• Proven ability to manage multiple competing priorities
• Strong problem-solving skills and attention to detail
• Team-oriented mindset with a client-first approach
  
  

Bonus Points

• Experience with advisor transitions or conversion management
• Knowledge of financial products including SMAs and alternative investments
• FINRA Series 7/63 license
• Experience with process improvement implementation
• Background in client service or relationship management
  
  

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
  
  

Ready to disrupt wealth management? Let's talk!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

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