Advisor Success Platform Strategist

3 days ago


Dallas, Texas, United States Farther Full time

Farther, a rapidly growing RIA, is seeking an innovative leader to build and scale its Advisor Success Platform. This role will focus on practice management excellence and operational efficiency, driving advisor growth and optimizing practice operations.

The Role

We are looking for someone with 8+ years of experience in wealth management practice management or advisor development. The ideal candidate will have a proven track record of designing and implementing successful practice management programs, with a deep understanding of wealth management operations and technology.

Key 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

Requirements:

  • 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

Salary: $120,000 - $180,000 per year, depending on location and experience. We offer a competitive compensation package that rewards impact, as well as full health benefits, 401(k) matching & Roth options, and unlimited PTO.



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