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 a Senior Manager of Trading Operations at Farther, you'll lead the intersection of our wealth management and technology platforms, ensuring flawless execution of our clients' investment strategies. You'll oversee a team responsible for trade execution while developing strategic initiatives to enhance our trading operations. This role is perfect for someone who combines strong market knowledge with leadership skills, exceptional attention to detail, and a passion for process improvement.
Your Impact
- Lead and develop a team of trading professionals, fostering a culture of excellence and continuous improvement
- Establish department KPIs and performance metrics to drive operational efficiency and client satisfaction
- Oversee the complete trade lifecycle from order to settlement, implementing best practices and ensuring regulatory compliance
- Design and maintain robust reconciliation processes, ensuring accurate trade and position records across all platforms
- Manage complex trade discrepancies, collaborating with custodians and counterparties to resolve issues promptly
- Develop and implement operational controls and risk management protocols to minimize errors and maximize efficiency
- Partner with financial advisors to provide strategic trading support and market insights
- Drive the evolution of our trading systems by identifying and implementing automation opportunities
- Build and nurture strategic relationships with external partners, including custodians and trading platforms
- Contribute to cross-functional initiatives that support the firm's growth objectives
The Ideal Match:
- Bachelor's degree in Finance, Economics, Business, or related field; MBA preferred
- 7+ years of progressive experience in trade operations within wealth management, with at least 3 years in a leadership role
- Deep understanding of financial markets, trading mechanics, settlement processes, and regulatory requirements
- Experience managing and developing teams in a fast-paced environment
- Strong technical aptitude with experience using and evaluating major trading platforms and financial software
- Strategic problem-solving skills with a data-driven approach to decision-making
- Exceptional project management capabilities with proven ability to lead process improvements
- Outstanding written and verbal communication skills with the ability to influence stakeholders at all levels
Bonus Points
- Series 63, or other relevant FINRA licenses
- Extensive experience with major custodial platforms (Schwab, Fidelity, etc.)
- Track record of successful process automation or system implementation projects
- Advanced knowledge of portfolio management systems
- Experience scaling operations in a high-growth fintech environment
Why Join Us
- Competitive comp package that rewards impact and leadership
- 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!
Top Skills
What We Do
Farther is the first to offer both the guidance of an experienced advisor and an elegant, easy-to-use platform – for a truly comprehensive approach to managing significant wealth.
"We are building the future of our industry by marrying cutting-edge technology with human expertise and judgment, so they bring out the best in each other: dramatically improving the wealth management experience for both advisors and clients." - Farther Co-Founders, Brad Genser & Taylor Matthews
Why Work With Us
At Farther, we're reinventing wealth management by uniting cutting-edge technology with transparent financial advice. Our advisors are freed from product-pushing mandates to focus on what matters: building authentic client relationships. Join our team to work with industry veterans who share a vision of transforming finance through innovation and i
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