About the role
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 person clients trust to know their lives: the family updates, the upcoming milestones, the questions they haven't asked yet. As the Relationship Manager for a well-established Austin-based advisory practice, you're the connective tissue between the advisor, the client, and the service team, keeping everything running smoothly so your advisor can focus on growing the business and delivering great advice. The practice spans clients across asset allocation, tax strategy, retirement planning, equity
compensation, and real estate, a sophisticated book that demands a high-touch, detail-oriented relationship presence. No business development. No cold calls. Just building real relationships and making sure clients always feel taken care of. Your Impact Own the day-to-day client relationship: proactively managing touchpoints, tracking key life events, and making sure nothing falls through the cracks Serve as the primary liaison between clients and the service team, escalating issues with urgency and following through until resolved Maintain a meticulous CRM: keeping client records, notes, and activity logs current and accurate Coordinate client onboarding, account transitions, and service requests in partnership with operations Prepare the advisor for client meetings: gather materials, take notes, and own post-meeting follow-up Anticipate client needs and flag opportunities to deepen relationships or expand share of wallet The Ideal Match 2–5 years in a client-facing support or relationship role at a wealth management or financial services firm (wirehouse, RIA, or large independent experience strongly preferred) Proven track record managing high-touch relationships with high-net-worth individuals or families Exceptional follow-through, clients never have to chase you twice Warm, professional communicator who builds trust naturally Highly organized with sharp attention to detail and the ability to juggle competing priorities without dropping the ball Series 65 or equivalent a plus; CFP coursework welcomed
Bonus Points Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.) CRM proficiency (Salesforce, Redtail, or similar) Genuine love of the details, you're the person who remembers the kids' names and the dog's birthday Familiarity with modern wealth tech platforms
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 disrupt wealth management? Let's talk!
About Farther Finance
Farther is a wealth management company that combines financial advisory services with a proprietary technology platform designed to support investment management, financial planning, and tax optimization. The company provides clients with a centralized system for viewing and managing financial accounts, documents, portfolios, and cash management activities in one place. Farther offers services that include portfolio management, retirement planning, estate planning, business planning, and access to private market investment opportunities through its advisory and asset management teams. Its platform is designed to help advisors automate administrative processes, improve operational efficiency, and deliver customized investment strategies supported by data and analytics. The company also works with high-net-worth individuals, families, entrepreneurs, and institutions by providing integrated financial planning and investment management services tailored to varying levels of financial complexity.
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Job details
Salary
$60,000 - $80,000
Location
Austin, TX
Funding
Total raised
$118M
Last stage
Series C
Investors
What happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.