Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Lead the Client Experience and Operations organizations, providing direct management, manager ...
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Lead the Client Experience and Operations organizations, providing direct management, manager ...
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Lead the Client Experience and Operations organizations, providing direct management, manager ...
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Lead the Client Experience and Operations organizations, providing direct management, manager ...
Director, Financial Planning
Dallas, TX ยท On-site
$125K - $350K/yr
Direct client-facing experience in a fee-based wealth management or planning role * Results driven ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Quick apply
Director, Financial Planning
Dallas, TX ยท On-site
$125K - $350K/yr
Direct client-facing experience in a fee-based wealth management or planning role * Results driven ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Lead the Client Experience and Operations organizations, providing direct management, manager ...
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Lead the Client Experience and Operations organizations, providing direct management, manager ...
Director of Wealth Management
Frisco, TX ยท On-site
$180K - $210K/yr
The Director partners closely with firm leadership, advisors, tax professionals, and operations to ... Experience within a registered investment advisory (RIA) firm serving high-net-worth clients.
Director of Wealth Management
Frisco, TX ยท On-site
$180K - $210K/yr
The Director partners closely with firm leadership, advisors, tax professionals, and operations to ... Experience within a registered investment advisory (RIA) firm serving high-net-worth clients.
Associate Director, CFO Services
Dallas, TX ยท On-site
$100K - $125K/yr
Direct message the job poster from Cresset Cresset is a firm built by clients, for clients. As an ... Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ...
Associate Director, CFO Services
Dallas, TX ยท On-site
$100K - $125K/yr
Direct message the job poster from Cresset Cresset is a firm built by clients, for clients. As an ... Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ...
Director, Product Strategy Wealth
Dallas, TX ยท On-site
$230K - $241K/yr
Job Summary The Director of Product Strategy Wealth is the senior strategic leader within Integrity ... Advisor and RIA business relationship management, contract negotiations, and distribution ...
Director, Product Strategy Wealth
Dallas, TX ยท On-site
$230K - $241K/yr
Job Summary The Director of Product Strategy Wealth is the senior strategic leader within Integrity ... Advisor and RIA business relationship management, contract negotiations, and distribution ...
## Director of Trust Strategy & Client IntegrationApplylocations: Plano-Parkwood: Dallas, TXtime type ... Build RIA and institutional partnerships -- positioning First United as a trusted fiduciary partner ...
## Director of Trust Strategy & Client IntegrationApplylocations: Plano-Parkwood: Dallas, TXtime type ... Build RIA and institutional partnerships -- positioning First United as a trusted fiduciary partner ...
DIRECTOR, WEALTH ADVISOR
Dallas, TX ยท On-site
Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... Cresset is seeking a Director, Wealth Advisor (DWA) to join Cresset's wealth management team. The ...
DIRECTOR, WEALTH ADVISOR
Dallas, TX ยท On-site
Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... Cresset is seeking a Director, Wealth Advisor (DWA) to join Cresset's wealth management team. The ...
Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... Cresset is seeking a Director, Wealth Advisor (DWA) to join Cresset's wealth management team. The ...
Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... Cresset is seeking a Director, Wealth Advisor (DWA) to join Cresset's wealth management team. The ...
Product Manager - Benefits/Insurance
Plano, TX ยท On-site
$154K - $180K/yr
This is a direct-hire role working on-site in Plano, TX, with 35 days of remote work per year ... Digital advice, RIA tech, or financial planning platform experience preferred. APPLY TODAY! CP ...
Quick apply
Product Manager - Benefits/Insurance
Plano, TX ยท On-site
$154K - $180K/yr
This is a direct-hire role working on-site in Plano, TX, with 35 days of remote work per year ... Digital advice, RIA tech, or financial planning platform experience preferred. APPLY TODAY! CP ...
Tax Director - National Tax Office (JD Required)
Austin, TX ยท Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Tax Director - National Tax Office (JD Required)
Austin, TX ยท Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Tax Director - National Tax Office (JD Required)
Austin, TX ยท Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Tax Director - National Tax Office (JD Required)
Austin, TX ยท Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Tax Director - National Tax Office (JD Required)
Houston, TX ยท Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Tax Director - National Tax Office (JD Required)
Houston, TX ยท Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Tax Director - National Tax Office (JD Required)
Dallas, TX ยท Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Tax Director - National Tax Office (JD Required)
Dallas, TX ยท Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Clearing & Custody Wealth Management Banker
Dallas, TX ยท On-site
$120K - $200K/yr
Partner with Clearing & Custody's BD & RIA affiliated financial advisors to identify opportunities ... dealer, with direct experience in cash management and lending solutions * Proven business ...
Clearing & Custody Wealth Management Banker
Dallas, TX ยท On-site
$120K - $200K/yr
Partner with Clearing & Custody's BD & RIA affiliated financial advisors to identify opportunities ... dealer, with direct experience in cash management and lending solutions * Proven business ...
Senior Manager, Fixed Income Trading
Dallas, TX ยท On-site
$107K - $146K/yr
This is a high-visibility hybrid role-senior individual contributor and people leader-with direct ... Experience supporting enterprise RIA firms, wirehouse breakaways, or large institutional clients.
Senior Manager, Fixed Income Trading
Dallas, TX ยท On-site
$107K - $146K/yr
This is a high-visibility hybrid role-senior individual contributor and people leader-with direct ... Experience supporting enterprise RIA firms, wirehouse breakaways, or large institutional clients.
This person will work closely with our Wealth Management Directors in managing client relationships ... CS, RIA Checkpoint, and UltraTax CS - Ability to work additional hours as needed and travel to ...
This person will work closely with our Wealth Management Directors in managing client relationships ... CS, RIA Checkpoint, and UltraTax CS - Ability to work additional hours as needed and travel to ...
Tax Director - National Tax Office (JD Required)
Houston, TX ยท Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
Tax Director - National Tax Office (JD Required)
Houston, TX ยท Hybrid
$170K - $300K/yr
Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status ...
This is a high-visibility hybrid role-senior individual contributor and people leader-with direct ... RIA firms and compete at the highest level of the independent advisor market. The ideal candidate ...
This is a high-visibility hybrid role-senior individual contributor and people leader-with direct ... RIA firms and compete at the highest level of the independent advisor market. The ideal candidate ...
Director Ria information
Is $100,000 enough to work with a financial advisor?
How many financial advisors make $500,000 a year?
What is a Director Ria?
What are the key skills and qualifications needed to thrive as a Director at Ria, and why are they important?
What are some common challenges faced by a Director in a Remittance and International Affairs (RIA) role, and how can they be addressed?
How much does the average RIA make?
Is $200,000 enough to work with a financial advisor?
Contractor
Medical, Retirement, PTO
Posted 26 days ago
Job 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
Farther's Client Experience & Operations team is the backbone of everything we deliver to advisors and their clients. We're looking for a senior operator to step in as Executive in Residence - CX & Operations on a fixed-term basis while our Head of CX is on temporary leave.
You'll hold full executive accountability for the organization - leading the team, owning H2 goals, driving product partnership, and ensuring operational continuity across a fast-moving, regulated financial services environment. If you've operated at the C-suite level, led large service organizations, and thrive in high-stakes, ambiguous situations, this is the right challenge.
This is a fixed-term contract role with a target end date of late November 2026. For the right person, there may be a longer-term opportunity on the other side.
Your Impact
- Lead the Client Experience and Operations organizations, providing direct management, manager coaching, and executive accountability
- Drive H2 objectives and key results - owning progress tracking, cross-functional accountability, and risk management
- Serve as the primary operational partner to Product and Engineering, translating CX requirements into scalable product solutions and supporting automation implementation
- Maintain service delivery performance - monitor KPIs, manage escalations, oversee daily operations, and support workforce and capacity planning
- Serve as the executive presence within the DFW office, driving employee engagement, local leadership, and cross-functional coordination
- Oversee strategic initiatives, including DFW office renovation - managing project timelines, stakeholder alignment, and executive decision-making
- Support operational readiness across a complex, regulated financial services environment - coordinating across functions on service model implementation, operating procedures, and go-live readiness activities
- Present updates to executive leadership, maintain transparency on key initiatives, and escalate risks appropriately
The Ideal Match
- 10+ years in operations, client services, business operations, or platform leadership
- Executive leadership experience - prior experience reporting to or sitting within the C-suite
- Demonstrated track record leading large service organizations through growth and change
- Strong cross-functional influence skills - you can drive alignment without direct authority
- Excellent communicator; comfortable presenting to executives and representing a team at the leadership level
- Thrives in ambiguity; able to assess quickly, establish trust, and operate without a long runway
Bonus Points
- Experience in wealth management, RIA, Broker-Dealer, fintech, or comparable regulated financial services
- Prior interim or executive-in-residence experience
- Familiarity with advisor-facing platforms or service models
- DFW-based or willing to be on-site in a hybrid environment through the 12-week contract period
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
- Unlimited PTO
- Ready to disrupt wealth management? Let's talk!
Ready to disrupt wealth management? Let's talk!
About Farther
Sourced by ZipRecruiter
Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix 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 and builders who are passionate about helping our 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 go farther with you.
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
New York, NY, US
Year founded
2019