Provide operational and project management support to Advisor Experience Managers in a fast-growing wealth management startup.
Posted by employer 11 months ago
First seen on Joblaze 7 hours ago
Last verified on the company career page 7 hours ago
What you'll build
- Provide operational and project management support to Advisor Experience Managers
- Maintain and update advisor timelines and tasks
- Liaise with internal departments to deliver required deliverables
- Document and track task-level progress
- Generate weekly advisor readiness status summaries
Must have
- 2 years of experience in operations, project coordination, or client services
- Exceptional organizational skills
- Strong project management capabilities
- Experience coordinating across multiple departments
- Excellent written and verbal communication skills
Nice to have
- Previous experience in financial services operations
- Familiarity with compliance documentation
- Experience with project management tools
- Background working in high-growth startups
- Knowledge of wealth management operations
Requirements
- Experience
- 2+ years
Not disclosed in this posting: compensation, visa sponsorship.
Benefits
Joblaze summary
In the role of Advisor Experience Associate, the individual will manage operational tasks and support Advisor Experience Managers to ensure smooth advisor transitions. Key skills include strong organizational abilities, project management experience, and proficiency with various task management tools. This position is well-suited for someone early in their career, particularly those with a background in operations or client services, who can thrive in a fast-paced, high-growth environment. Farther's collaborative team culture emphasizes operational excellence and a commitment to client success.
Joblaze insights
- Listed today — first seen on Joblaze October 21, 2026. Last confirmed on Farther's careers page October 21, 2026.
Quick facts
- Is the Advisor Experience Associate role remote?
- It's hybrid — Farther expects some on-site time in Dallas, TX, United States.
- How much experience is required?
- At least 2 years of relevant experience for this Advisor Experience Associate role.
- Where is the role based?
- Farther is hiring for this position in Dallas, TX, United States.
- What seniority level is this role?
- Farther targets junior candidates for this position.
- Is this full-time or contract?
- Full-time for this Advisor Experience Associate role at Farther.
From the original posting
Company Description
The Role
As an Advisor Experience Associate, you'll provide operational, scheduling, and execution support to Advisor Experience Managers. You'll serve as the internal project manager ensuring all workflows, departmental handoffs, and resources are coordinated flawlessly for advisor transitions.
This role is perfect for someone early in their career who thrives on organization, takes pride in operational excellence, and wants to make a real impact in a high-growth environment. You'll be the operational backbone that enables seamless advisor experiences—ensuring nothing falls through the cracks as we scale.
Your Impact
- Provide comprehensive operational and project management support to Advisor Experience Managers
- Maintain and update all advisor timelines, tasks, and dependencies inside task management workflows
- Liaise with internal departments (Compliance, PDE, Billing, Operations, Marketing) to deliver all required deliverables pre- and post-Discovery
- Route and verify all compliance documentation prior to submission, ensuring accuracy and completeness
- Document and track all task-level progress through Farther's internal portal
- Support technology setup and reporting documentation for Farther executives
- Assist with resource planning and workload balancing across Advisor Experience Managers
- Maintain task dashboards and status tracking in near real-time
- Prepare Pre-Day-One Operations Checklist completion reports
- Generate weekly advisor readiness status and issue-tracking summaries
- Ensure 98% of project tasks are completed within SLA with zero missed critical milestones
The Ideal Match
- 2 years of experience in operations, project coordination, or client services (financial services experience preferred)
- Exceptional organizational skills and meticulous attention to detail
- Strong project management capabilities with ability to track multiple workflows simultaneously
- Experience coordinating across multiple departments and stakeholders
- Proficiency with project management tools, CRM systems, and task management platforms
- Excellent written and verbal communication skills
- Self-starter who takes ownership of responsibilities and follows through consistently
- Ability to work efficiently in a fast-paced environment with competing priorities
- Comfortable with technology and quick to learn new systems
Bonus Points
- Previous experience in financial services operations or client services
- Familiarity with compliance documentation and regulatory requirements
- Experience with project management tools, CRM systems, and task management platforms
- Background working in high-growth startups or fintech companies
- Knowledge of wealth management operations
- Process improvement mindset with track record of increasing operational efficiency
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!
Standard company text repeated across Farther's postings is omitted here.