Farther · 1 day ago
Advisor Success Platform Leader
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years exp
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Responsibilities
Design and implement comprehensive practice management programs that drive advisor growth and efficiency
Create scalable frameworks for advisor operations, including workflow optimization and technology adoption
Develop and lead training programs focused on practice development, client service excellence, and platform utilization
Build and maintain performance metrics and KPIs to track advisor success and practice health
Lead the creation of best practices documentation and resource libraries
Partner with technology teams to identify and implement tools that enhance advisor efficiency
Establish mentorship and coaching programs to accelerate advisor development
Create systematic approaches to identify and resolve operational bottlenecks
Qualification
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Required
8+ years of experience in wealth management practice management or advisor development
Proven track record of designing and implementing successful practice management programs
Deep understanding of wealth management operations and technology
Experience leading organizational change and driving adoption of new processes
Strong analytical skills with the ability to translate data into actionable insights
Excellence in relationship building and stakeholder management
Bachelor's degree required
Preferred
Relevant advanced degree or industry certifications
Previous experience at a hybrid or tech-forward wealth management firm
Track record of scaling advisor success programs
Experience with CRM implementation and optimization
Background in wealth management operations or technology
Relevant certifications (CFP, CIMA, etc.)
Experience with modern practice management tools and platforms
Benefits
Full health benefits
401(k) matching & Roth IRA options
Unlimited PTO
Company
Farther
Farther is a wealth management firm that combines expert financial advisors with technology to enhance financial planning services.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$118MKey Investors
Lightspeed Venture PartnersBessemer Venture Partners
2024-10-10Series C· $72M
2023-09-27Series B· $31M
2022-05-01Series A· $15M
Leadership Team
Taylor Matthews
Co-Founder and CEO
Christopher Powers
Chief Compliance Officer and Strategic Advisor
Recent News
Pittsburgh Business Times
2024-12-24
GlobeNewswire News Room
2024-12-05
Crunchbase News
2024-12-02
Company data provided by crunchbase
