Copy of Advisor Experience Manager

Advisor Experience Manager

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 an Advisor Experience Manager, you'll serve as the trusted concierge and single point of contact for incoming advisors from contract signature through full integration. You'll ensure each advisor and client transition is personalized, frictionless, and emotionally engagingdelivering the premium experience that defines Farther's brand.

This role requires exceptional relationship management skills, operational precision, and the ability to orchestrate complex transitions across multiple departments. You'll be the advisor's advocate and guide, ensuring they feel supported and confident as they join the Farther platform.

Your Impact

• Serve as the dedicated point of contact for assigned advisors throughout their entire transition journey, maintaining proactive weekly communication
• Collaborate with Sales before Discovery Day to understand advisor motivations, goals, and potential concerns
• Create comprehensive Advisor Profiles and practice blueprints that inform all subsequent execution tasks
• Coordinate seamlessly with Transition Pods and Relationship Associates to ensure each launch milestone is met on time
• Capture advisor goals, client segmentation, and technology ecosystem requirements for smooth handoffs
• Own escalation resolution for all transition-related issues, coordinating solutions across Farther departments
• Deliver personalized, concierge-level service that makes advisors feel valued and confident in their decision to join Farther
• Complete pre-Day-One readiness audits for all assigned advisors according to the schedule
• Conduct transition closure debriefs and gather advisor feedback to drive continuous improvement

The Ideal Match

Bonus Points

Why Join Us

Ready to disrupt wealth management? Let's talk!