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Redtail Jobs in Texas (NOW HIRING)

The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What You Will Be Doing: * Lead the inspection, maintenance, overhaul, and repair of natural gas ...

Automation Tech III

Midland, TX

$39K/yr

The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What You Will Be Doing: * Monitor and perform routine diagnostic checks on automated systems.

The opportunity to participate in charitable events through our charity, RedTail Community Foundation What You'll Do: * Drive maintenance excellence by performing scheduled inspections, servicing ...

The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What you will be Doing: * Monitor and control plant equipment and processes through centralized ...

The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What you will be Doing: * Oversee Daily Operation and Maintenance of compressors and all ...

The opportunity to participate in charitable events through our charity,RedTail Community Foundation What You'll Do: * Drive maintenance excellence by performing scheduled inspections, servicing ...

The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What you will be Doing: * Monitor and control plant equipment and processes through centralized ...

The opportunity to participate in charitable events through our charity, RedTail Community Foundation What You'll Do: * Drive maintenance excellence by performing scheduled inspections, servicing ...

The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What you will be Doing: * Oversee Daily Operation and Maintenance of compressors and all ...

Automation Tech III

Midland, TX · On-site

$39K/yr

The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What You Will Be Doing: * Monitor and perform routine diagnostic checks on automated systems.

The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What You Will Be Doing: * Lead the inspection, maintenance, overhaul, and repair of natural gas ...

The opportunity to participate in charitable events through our charity, RedTail Community Foundation. What You Will Be Doing: * Lead the inspection, maintenance, overhaul, and repair of natural gas ...

Showing results 41-60

Redtail information

See Texas salary details

$13.5K

$46.1K

$62K

How much do redtail jobs pay per year?

As of Aug 21, 2026, the average yearly pay for redtail in Texas is $46,067.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $49,800.00 per year, depending on experience, location, and employer.

What is a Redtail job?

Redtail jobs typically refer to positions at Redtail Technology, a company known for its customer relationship management (CRM) solutions, especially for financial professionals. These roles can include software developers, customer support specialists, sales representatives, and account managers. Employees at Redtail work on developing, maintaining, and supporting CRM software that helps financial advisors manage client relationships more efficiently. Working at Redtail often involves collaborating with a team to enhance user experience and provide innovative solutions for clients. Positions may also require knowledge of financial services or software development, depending on the specific role.

What are some common challenges faced by professionals working with Redtail CRM, and how can they be addressed?

Professionals using Redtail CRM often encounter challenges related to data management, customization, and integrating the platform with other tools. Keeping client information up to date and ensuring data accuracy can require diligent attention, especially in busy advisory environments. Learning to customize workflows and reports to meet specific business needs may take some initial training but greatly enhances efficiency. Additionally, integrating Redtail CRM with financial planning or email tools can streamline operations, so leveraging available support resources and ongoing training is helpful for overcoming these challenges.

What are the key skills and qualifications needed to thrive as a Redtail CRM specialist, and why are they important?

To thrive as a Redtail CRM Specialist, you need a thorough understanding of client relationship management, data entry accuracy, and financial industry knowledge, often supported by relevant experience or training. Familiarity with Redtail CRM software, integration tools, and data management systems is typically required. Strong attention to detail, problem-solving abilities, and excellent communication skills help you support users and streamline workflows. These skills are essential for maximizing CRM efficiency, ensuring data integrity, and enhancing client service within financial advisory settings.

What is the difference between Redtail vs CRM Specialist?

AspectRedtailCRM Specialist
CredentialsTypically requires financial or tech certifications, familiarity with RedtailRequires CRM platform knowledge, often certifications vary by platform
Work EnvironmentFinancial advisory firms, tech companies, financial servicesFinancial firms, marketing agencies, customer service teams
Employer & Industry UsageUsed by financial advisors for client managementUsed across industries for customer relationship management
Search & Comparison IntentPeople compare Redtail with other CRM tools or roles involving RedtailPeople compare CRM Specialist roles across platforms or industries

Redtail is a specific CRM platform widely used in financial services, requiring familiarity with its features. A CRM Specialist, on the other hand, is a role that involves managing various CRM systems, including Redtail, and may require platform-specific certifications. While Redtail focuses on client management within financial firms, CRM Specialists work across industries to optimize customer relationships using different CRM tools.

Infographic showing various Redtail job openings in Texas as of August 2026, with employment types broken down into 96% Full Time, and 4% Part Time. Highlights an 80% Physical, 15% Hybrid, and 5% Remote job distribution, with an average salary of $46,067 per year, or $22.1 per hour.

Wealth Advisory - Relationship Manager

Farther

Austin, TX • On-site

Full-time

Re-posted 28 days ago


Job description

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!



Farther logo

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