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Farther
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Fintech • Financial Services
As a Senior UX Researcher, you will lead comprehensive research initiatives, applying various methodologies to inform product design decisions. Your role involves synthesizing insights into actionable recommendations and collaborating across teams to advocate for user needs within the wealth management industry.
Fintech • Financial Services
As a Performance Marketing Associate, you will execute and optimize digital advertising campaigns across various channels to boost client and advisor acquisition. You'll collaborate across teams to support webinar programs and analyze marketing reports for continuous improvement. This role involves working with CRM platforms and managing multiple priorities in a fast-paced environment.
Fintech • Financial Services
As a Senior Product Designer at Farther, you'll lead the design process to shape user experiences for a wealth advisor platform, collaborating with teams to create impactful designs, conducting user research, and maintaining a design system.
Fintech • Financial Services
The Director of Growth & Acquisition Marketing will lead the development and execution of marketing programs aimed at driving client growth and acquisition. This role involves strategic leadership, designing multi-channel marketing strategies, optimizing campaigns, monitoring performance metrics, and enhancing marketing efficiency through technology. It focuses on creating a high-impact marketing culture within a growing team.
Fintech • Financial Services
The Director of Growth & Acquisition Marketing at Farther will lead the development and execution of growth marketing programs focused on client acquisition. They will create scalable marketing frameworks, optimize acquisition channels, and work closely with various teams to enhance the company's market presence, while also building a strong marketing team culture.
Fintech • Financial Services
As a Compliance Analyst, you will work with the Chief Compliance Officer to establish a strong compliance framework, ensuring risk management and compliance oversight while supporting advisors. Responsibilities include monitoring compliance reports, conducting audits, developing training programs, and managing onboarding processes for new associates.
Fintech • Financial Services
As a CFP & Relationship Manager, you will manage a diverse client portfolio, provide expert financial advice, conduct regular portfolio reviews, and ensure compliance with regulations. You'll be the primary contact for clients, supporting their financial planning needs and collaborating with internal teams to deliver personalized solutions.
Fintech • Financial Services
As a CFP & Relationship Manager, you will manage a diverse portfolio of clients, ensuring they receive expert financial advice and superior service. Your responsibilities include leading financial planning initiatives, conducting client consultations, driving process improvements, and collaborating with teams to provide optimal financial solutions.
Fintech • Financial Services
The Quality Control Analyst at Farther is responsible for ensuring accurate execution of investment activities and compliance with regulations. Duties include reviewing financial transactions, tracking errors, generating reports, and collaborating with teams to improve operational efficiency.
Fintech • Financial Services
The Client Operations Analyst supports operational efficiency in wealth management, handling client inquiries, executing trades, managing data, and collaborating with teams to enhance processes. They also identify opportunities for operational improvements.
Fintech • Financial Services
As a Billing Associate, you will manage the billing process for advisory clients, ensuring accuracy and timeliness in monthly and quarterly cycles. Your role includes analyzing billing scenarios, improving processes, and collaborating with advisors and custodial firms. Continuous improvement and exceptional client service are key responsibilities.
Fintech • Financial Services
The Client Experience Associate will maintain client files, support financial planning, manage client communications, ensure compliance, and assist during meetings. This role requires hands-on experience with custodial systems and financial planning processes, providing a personalized wealth management experience for clients.
Fintech • Financial Services
As a Senior Financial Advisor at Farther, you will leverage modern tools to grow your client base and offer tailored wealth management solutions. Responsibilities include sourcing clients and managing relationships, consulting on financial strategies, and contributing to the firm's growth. You will have autonomy and support to build a successful practice within a collaborative environment.
Fintech • Financial Services
The Senior Financial Advisor at Farther is responsible for building a client-first wealth management business, leveraging technology, and providing excellent service to clients. Key tasks include acquiring new clients, consulting on wealth management strategies, and effectively utilizing data-driven prospecting tools to meet client goals. The role emphasizes ambition, relationship building, and industry knowledge.
Fintech • Financial Services
As a Senior Financial Advisor at Farther, you will autonomously grow a client-first business leveraging advanced technology. Responsibilities include acquiring new clients, consulting on wealth management strategies, and ensuring high client satisfaction. This role demands ambition, financial expertise, and a proven ability to establish client relationships.
Fintech • Financial Services
As a Senior Financial Advisor at Farther, you will autonomously grow your client base, utilize modern wealth management tools, and deliver exceptional client service by understanding their financial goals and needs. You'll source prospects, establish relationships, and provide expert wealth management strategies, leveraging technology to enhance efficiency and client experience.
Fintech • Financial Services
As a Trading Operations Analyst, you'll ensure precision in trade execution and manage the trade lifecycle from order to settlement. Responsibilities include maintaining accurate trade records, leading investigations into discrepancies, creating operational controls, and collaborating with financial advisors to optimize trading processes. You'll also work on enhancing trading systems through automation and build strong partnerships with external custodians and trading platforms.
Fintech • Financial Services
As a Paraplanner, you will support financial advisors by developing financial plans, conducting research on financial products, preparing financial analyses, maintaining client documentation, and ensuring smooth execution of client strategies while focusing on enhancing the client experience.
Fintech • Financial Services
As an Onboarding Operations Associate, you'll manage the onboarding process for advisors and clients, ensuring smooth transitions through effective communication, operational workflow management, and account processing. You will coordinate with custodians, monitor transition progress, and support process improvements while maintaining a focus on client satisfaction.
Fintech • Financial Services
As a Staff Frontend Engineer at Farther, you will lead frontend architecture and drive technical excellence across projects. Your responsibilities include influencing technical decisions, optimizing performance, mentoring senior engineers, and collaborating on architectural challenges. This role is focused on technical leadership without direct management duties.