Join Farther as a Relationship Manager to build strong client relationships in a high-touch wealth management environment.
Posted by employer 2 months ago
First seen on Joblaze 1 week ago
Last verified on the company career page 1 day ago
Requirements
- Experience
- 2–5 years
Not disclosed in this posting: compensation, work arrangement, visa sponsorship.
Benefits
Joblaze summary
In the role of Relationship Manager at Farther, the individual is responsible for nurturing client relationships by managing daily interactions, tracking significant life events, and ensuring seamless communication between clients and the advisory team. Key skills include a strong background in wealth management, exceptional organizational abilities, and a knack for detail-oriented client service. This position is ideal for someone with 2-5 years of experience in a client-facing role, particularly within high-net-worth environments, who thrives in a collaborative and fast-paced setting.
Joblaze insights
- Listed 9 days ago on Joblaze — tracked directly from Farther's career page.
- Farther has 35 other open roles including Senior Frontend Engineer, Conversational & Gen UI, Client Transitions Associate, Senior Trading Associate.
Quick facts
- How much experience is required?
- 2–5 years of relevant experience for this Wealth Advisory - Relationship Manager role.
- What seniority level is this role?
- Farther targets mid-level candidates for this position.
- Is this full-time or contract?
- Full-time for this Wealth Advisory - Relationship Manager role at Farther.
From the original posting
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
You'll be the person clients trust to know their lives: the family updates, the upcoming milestones, the questions they haven't asked yet. As the Relationship Manager for a well-established Austin-based advisory practice, you're the connective tissue between the advisor, the client, and the service team, keeping everything running smoothly so your advisor can focus on growing the business and delivering great advice.
The practice spans clients across asset allocation, tax strategy, retirement planning, equity compensation, and real estate, a sophisticated book that demands a high-touch, detail-oriented relationship presence. No business development. No cold calls. Just building real relationships and making sure clients always feel taken care of.
Your Impact
- Own the day-to-day client relationship: proactively managing touchpoints, tracking key life events, and making sure nothing falls through the cracks
- Serve as the primary liaison between clients and the service team, escalating issues with urgency and following through until resolved
- Maintain a meticulous CRM: keeping client records, notes, and activity logs current and accurate
- Coordinate client onboarding, account transitions, and service requests in partnership with operations
- Prepare the advisor for client meetings: gather materials, take notes, and own post-meeting follow-up
- Anticipate client needs and flag opportunities to deepen relationships or expand share of wallet
The Ideal Match
- 2–5 years in a client-facing support or relationship role at a wealth management or financial services firm (wirehouse, RIA, or large independent experience strongly preferred)
- Proven track record managing high-touch relationships with high-net-worth individuals or families
- Exceptional follow-through, clients never have to chase you twice
- Warm, professional communicator who builds trust naturally
- Highly organized with sharp attention to detail and the ability to juggle competing priorities without dropping the ball
- Series 65 or equivalent a plus; CFP coursework welcomed
Bonus Points
- Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.)
- CRM proficiency (Salesforce, Redtail, or similar)
- Genuine love of the details, you're the person who remembers the kids' names and the dog's birthday
- Familiarity with modern wealth tech platforms
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
- Ready to disrupt wealth management? Let's talk!
Ready to disrupt wealth management? Let's talk!