Senior Manager, Client Experience Dallas, TX

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 RoleAs 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 ImpactLead and develop a team of Client Experience Managers and Associates, providing coaching, mentorship, and performance managementEstablish service standards and operational procedures to ensure consistency and excellence across the client experience functionDrive strategic initiatives to enhance client satisfaction and retentionOversee the resolution of complex client inquiries and escalated issuesPartner with Product and Engineering teams to identify and implement process improvements and new client-facing solutionsBuild and maintain relationships with key stakeholders, including advisors, custodians, and third-party vendorsAnalyze client experience metrics and provide insights to senior leadership on trends and opportunitiesThe Ideal MatchBachelor’s degree with 7+ years of experience in client experience or operations within the financial services industry, including 3+ years of people management experienceStrong leadership skills with a proven track record of developing high-performing teamsExceptional communication and relationship-building abilitiesComprehensive understanding of wealth management operations and custodial platformsExperience implementing process improvements and operational efficienciesStrategic thinker with excellent problem-solving skillsAbility to thrive in a fast-paced, high-growth environmentBonus PointsAdvanced knowledge of financial products, including separately managed accounts (SMAs) and alternative investmentsExperience working with high-net-worth clientsBackground in fintech or wealth management technology platformsProject management certification or experienceWhy Join UsCompetitive comp package that rewards impactWork alongside some of the brightest minds in fintechGround-floor opportunity at a fast-scaling startupChart your own growth path as we expandFull health benefits + 401(k) matching & Roth IRA optionsUnlimited PTOInterested in building your career at Farther? Get future opportunities sent straight to your email.Apply for this jobWe will contact qualified applicants with next steps. If you are unable to apply online due to a disability or a need for accommodation, please contact us.Voluntary Self-IdentificationFor government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is voluntary and will not affect your job application. Any information you provide will be kept confidential and used in accordance with applicable law.Farther is an equal employment opportunity employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic. We also invite you to voluntarily identify if you belong to any protected veteran groups or if you have a disability, as permitted by law. #J-18808-Ljbffr

Created: 2025-10-06