Farther · 1 day ago
Revenue Operations Associate - Advisor Business Development
Dallas, TX
Full-time
Onsite
Entry, Mid Level
2+ years expFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive wealth management experience. The Revenue Operations Associate will be responsible for managing the CRM infrastructure, driving day-to-day operations, and ensuring the recruiting engine runs smoothly.
ConsultingFinanceFinancial ServicesFinTechWealth Management
Responsibilities
Own HubSpot CRM architecture—designing properties, pipelines, workflows, and automations that eliminate manual work
Build dashboards and reports that give leadership real-time visibility into pipeline health and recruiting performance
Manage the operational flow of offers and contracts in partnership with HR and Finance
Identify process bottlenecks and proactively implement solutions before being asked
Serve as the connective tissue across Advisor Recruiting, HR, and other cross-functional partners
Qualification
Required
2-4 years in sales operations, business operations, recruiting operations, or a high-performing coordinator/chief of staff role
HubSpot experience strongly preferred—you know your way around workflows, reports, and CRM best practices
Highly organized with exceptional attention to detail
Proactive and resourceful—you see what needs to be done and do it without waiting to be asked
Strong communicator who can work effectively with leadership and cross-functional teams
Technically curious—comfortable learning new systems and leveraging tools like AI to work smarter
Thrives in fast-paced environments where priorities shift and no two days look the same
Preferred
Experience in financial services, wealth management, or fintech
Background supporting sales or recruiting teams
Familiarity with additional tools (Salesforce, Greenhouse, Rippling, etc.)
Interest in growing into a chief of staff or senior operations role
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 financial planning.
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
Christopher Powers
Chief Compliance Officer and Strategic Advisor
Taylor Matthews
Founder
Recent News
linkedin.com
2026-01-08
2025-11-19
2025-11-19
Company data provided by crunchbase