Financial Services, Fintech, Wealth Management

Client Relationship Manager, Wealth Advisory

RemoteRemoteFull TimePosted 10 days ago

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Required skills

Series 65
Black Diamond
HubSpot
RIA operations
high-net-worth clients

Nice to have

equity compensation
corporate benefits
financial planning concepts
investment strategy
tax optimization
retirement planning

Role summary

Farther is seeking a licensed Client Relationship Manager for their Wealth Advisory Focus Team. This role supports a Managing Director by managing the day-to-day practice operations, client engagements, and follow-up processes. Responsibilities include handling client requests, managing meeting rhythms, conducting account reviews, and maintaining client relationships. The ideal candidate has a Series 65 license, several years of experience in wealth management or RIA operations, and is comfortable with portfolio and CRM tools like Black Diamond and HubSpot. Familiarity with financial planning concepts and business development is a plus.

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 right hand to a Managing Director, Wealth Advisor on Farther's Focus Team who works with Fortune 500 professionals. You run the day-to-day of the practice, so clients feel looked after and your advisor can focus on advice and growth.

This is a licensed seat with real ownership. You'll run the day-to-day practice, client engagements, and the end-to-end follow-up process, including client follow-up and routing of action items and tasks to appropriate teams.

Your Impact

Be the first stop for client requests, from money movement and distributions to account changes, and escalate only what needs the advisor

Own the meeting rhythm: prep across our CRM, Black Diamond, and the Farther app, log notes, and route follow-ups

Run weekly account reviews, trading and cash checks, asset transfers, RMDs, and Roth conversions

Keep relationships warm with touchpoint tracking, quarterly review materials, and timely follow-up on referrals and prospects

Manage the practice behind the scenes: client events, budget, and COI relationships

The Ideal Match

Active Series 65 (or equivalent) license

Several years in wealth management, RIA operations, or advisor support, ideally with high-net-worth clients

Comfortable with portfolio and CRM tools like Black Diamond and HubSpot

Sound judgment, a sharp eye for detail, and a warm, clear voice on the phone and in writing

Bonus Points

Familiarity with equity compensation and corporate benefits

Experience with financial planning concepts for high net worth individuals including investment strategy, tax optimization, retirement planning, estate etc.

Client/prospect business development experience including events, gifting, sales calls, etc.

Series 7 or 63, or CFP coursework

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 apply?

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