Senior Manager, Client Experience

The Role 

As 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 Impact 

• Lead and develop a team of Client Experience Managers and Associates, providing coaching, mentorship, and performance management


• Establish service standards and operational procedures to ensure consistency and excellence across the client experience function


• Drive strategic initiatives to enhance client satisfaction and retention


• Oversee the resolution of complex client inquiries and escalated issues


• Partner with Product and Engineering teams to identify and implement process improvements and new client-facing solutions


• Build and maintain relationships with key stakeholders, including advisors, custodians, and third-party vendors


• Analyze client experience metrics and provide insights to senior leadership on trends and opportunities

The Ideal Match 

• Bachelor's degree with 7+ years of experience in client experience or operations within the financial services industry, including 3+ years of people management experience


• Strong leadership skills with a proven track record of developing high-performing teams


• Exceptional communication and relationship-building abilities


• Comprehensive understanding of wealth management operations and custodial platforms


• Experience implementing process improvements and operational efficiencies


• Strategic thinker with excellent problem-solving skills


• Ability to thrive in a fast-paced, high-growth environment

Bonus Points 

• Advanced knowledge of financial products, including separately managed accounts (SMAs) and alternative investments


• Experience working with high-net-worth clients


• Background in fintech or wealth management technology platforms


• Project management certification or experience

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


• Unlimited PTO