Principal - Client Service

  • 150 Greenwich St, New York, NY 10006, USA
  • Full-time

Company Description

Farther is a first-of-its-kind modern wealth management platform designed for rising professionals who are beginning to build significant wealth and need a more holistic approach to managing their money. This next generation of wealth builders is trapped between do-it-yourself solutions and expensive wealth management providers that are becoming increasingly inaccessible. We overcome those challenges by combining personalized advice with powerful technology to help overloaded professionals organize their financial lives and get their money working for them. 

Farther’s executive team includes leaders and innovators from the private wealth industry who possess a unique mix of traditional wealth management, fintech, and technology production expertise.

Job Description

As Principal Financial Advisor, you are the face of Farther to our clients. You own our client relationship management team and go to extraordinary lengths to help them deliver a first-class experience. You guide Farther advisors to identify service opportunities for clients and help them solve particularly thorny client challenges. As a pioneering member of Farther’s client service team, this is an opportunity to have a huge impact on the company and to help define how client service is done right. Initially, this will be a player/coach role as we build up the team, so a willingness (and excitement in) getting your hands dirty is a must.

Qualifications

Responsibilities:

  • Turn clients into raving fans
  • Build a best-in-class client service function
  • Hire and train financial advisors who are passionate about delivering a top-tier wealth management experience to clients
  • Own client relationship management and develop an experience that consistently exceeds client expectations
  • Be the voice of client to the rest of the Farther team
  • Develop, document, and automate aspects of the client service process

Requirements: 

  • 6+ years of experience in a client-facing relationship management role at a financial institution with a proven track record of client satisfaction
  • Experience managing client-facing teams and a history of strong group performance
  • Expert, current knowledge of investment products and services across personal finance 
  • Ability to convey financial advice with empathy, understanding, humility, and confidence
  • Experience with and knowledge of standard operational aspects of client service (e.g., onboarding, ACATs, distributions)
  • Series 65 or equivalent; clean U4

Bonus Points: 

  • MBA from a top-tier institution
  • CFP certification
  • Passion for building a better personal finance experience

Additional Information

All your information will be kept confidential according to EEO guidelines.