Father Gabriel Richard High School - Ann Arbor, Michigan

Business Development Rep

• Execute targeted outbound prospecting strategy with 50+ daily touchpoints to qualified financial advisors
• Orchestrate comprehensive sales cycles from initial engagement through close, managing multiple stakeholders and complex evaluation processes
• Conduct rigorous discovery sessions to map advisor pain points, practice economics, and growth objectives
• Deliver sophisticated presentations articulating Farther's technology infrastructure, operational capabilities, and competitive advantages
• Lead in-depth platform demonstrations showcasing how our solutions address specific practice management challenges
• Collaborate with cross-functional teams to develop customized transition strategies for high-value prospects
• Maintain meticulous pipeline hygiene and provide accurate revenue forecasting
• Participate in bimonthly strategic prospect meetings in Dallas with executive leadership
• Consistently achieve and exceed quarterly sales quotas and key performance metrics
• Contribute strategic insights to refine our go-to-market approach and sales methodology

Associate – Advisor Business Development

Associate, Business Development Advisor

Marketing

• Direct engagement with advisors to determine marketing resources available to address their marketing goals and needs
• Project manage engagements to ensure details are accounted for and are completed on time and within budget
• Collaborate with advisors to develop custom marketing materials
• Develop compelling copy and identify relevant articles for digital channels and campaigns
• Continuous learning and ownership of marketing topics to improve overall marketing program effectiveness and performance

Marketing Associate

Operations

• Assist with client onboarding and ongoing support
• Collaborate with advisors to ensure client satisfaction
• Maintain accurate client records and documentation
• Handle client inquiries and provide timely resolution

Client Operations Associate

Chief Technology Officer

• Manage complex schedules and coordinate meetings for both the CTO and Chief of Staff, ensuring synchronization as the company grows and pivots
• Serve as central hub for internal communication, gathering updates from Product, Design, Engineering, Marketing, and Operations teams and compiling executive summaries to keep leadership informed on critical initiatives
• Act as a proactive partner who anticipates needs, identifies potential issues before they arise, and takes ownership of key projects for the office of the CTO
• Facilitate seamless communication and coordination across Product, Design, Engineering, Marketing, and Operations teams
• Exercise exceptional judgment and discretion with sensitive information and high-stakes communications, operating as a trusted extension of the leadership team
• Assist in execution of strategic projects and initiatives beyond traditional administrative tasks
• Temporarily support general office administration (5-10 hours/week) while maintaining excellence in executive support

Executive Assistant, CTO

• Manage complex schedules and coordinate meetings for both the CTO and Chief of Staff, ensuring synchronization as the company grows and pivots
• Serve as central hub for internal communication, gathering updates from four different teams and compiling executive summaries to keep leadership informed on critical initiatives
• Act as a proactive partner who anticipates needs, identifies potential issues before they arise, and takes ownership of key projects for the office of the CTO
• Facilitate seamless communication and coordination across Product, Design, Engineering, Marketing, and Operations teams
• Exercise exceptional judgment and discretion with sensitive information and high-stakes communications, operating as a trusted extension of the leadership team
• Assist in execution of strategic projects and initiatives beyond traditional administrative tasks
• Temporarily support general office administration (5-10 hours/week) while maintaining excellence in executive support

Executive Assistant to the CTO

Vice President

• Meet regularly with existing clients to assess their evolving financial needs, goals, income, expenses, assets, liabilities, and risk tolerance to maintain and update comprehensive financial plans
• Provide ongoing advice on investments, suggest suitable financial products, and work with our operations team to execute trades and adjustments to achieve client goals
• Regularly review client accounts and market performance to recommend portfolio adjustments, ensuring plans remain effective as client circumstances and market conditions change
• Educate clients on various investment options, financial strategies, and help them understand potential risks associated with different choices
• Schedule and conduct regular client meetings, prepare detailed reports, and maintain proactive communication to address client questions and concerns
• Work closely with the momentum team to ensure seamless service delivery and leverage combined expertise for optimal client outcomes
• Maintain accurate client records, documentation, and ensure adherence to all financial regulations and fiduciary standards

VP, Servicing Wealth Advisor

Business Operations

• Lead identification and prioritization of process improvement opportunities across client onboarding, advisor workflows, and operational functions
• Develop comprehensive improvement strategies that balance efficiency gains with regulatory compliance and client satisfaction
• Partner with Advisor Success, Client Experience, Product, and Engineering teams to streamline cross-functional workflows
• Implement sustainable process changes that scale with our rapid growth while maintaining service quality
• Establish KPIs and measurement frameworks to track operational excellence and demonstrate ROI
• Drive change management initiatives, ensuring new processes are adopted and maintained across teams
• Foster a culture of continuous improvement and data-driven decision making throughout the organization

Process Improvement Manager, Business Operations

Human Resources

• Manage end-to-end onboarding process including Rippling setup, documentation management, Slack notifications, building access coordination, and Day 1 orientation facilitation
• Process advisor hires including background checks, BrokerCheck reviews, and compliance coordination with transition status tracking
• Facilitate exit interviews, manage termination processes, coordinate equipment collection, and maintain accurate records
• Assist with Irving Culture Committee activities and employee engagement events
• Maintain accurate employee records and roster updates
• Process state and federal reporting requirements, maintain employment postings, monitor training completion, and assist with audit requirements
• Administration of benefits and assisting with payroll processing
• Support ongoing HR initiatives and cross-functional projects

HR Generalist

• Meet regularly with existing clients to assess their evolving financial needs, goals, income, expenses, assets, liabilities, and risk tolerance to maintain and update comprehensive financial plans
• Provide ongoing advice on investments, suggest suitable financial products, and work with our operations team to execute trades and adjustments to achieve client goals
• Regularly review client accounts and market performance to recommend portfolio adjustments, ensuring plans remain effective as client circumstances and market conditions change
• Educate clients on various investment options, financial strategies, and help them understand potential risks associated with different choices
• Schedule and conduct regular client meetings, prepare detailed reports, and maintain proactive communication to address client questions and concerns
• Work closely with the momentum team to ensure seamless service delivery and leverage combined expertise for optimal client outcomes
• Maintain accurate client records, documentation, and ensure adherence to all financial regulations and fiduciary standards.

VP, Wealth Advisor

• Meet regularly with existing clients to assess their evolving financial needs, goals, income, expenses, assets, liabilities, and risk tolerance to maintain and update comprehensive financial plans; Provide ongoing advice on investments, suggest suitable financial products, and work with our operations team to execute trades and adjustments to achieve client goals; Regularly review client accounts and market performance to recommend portfolio adjustments, ensuring plans remain effective as client circumstances and market conditions change; Educate clients on various investment options, financial strategies, and help them understand potential risks associated with different choices; Schedule and conduct regular client meetings, prepare detailed reports, and maintain proactive communication to address client questions and concerns; Work closely with the momentum team to ensure seamless service delivery and leverage combined expertise for optimal client outcomes; Maintain accurate client records, documentation, and ensure adherence to all financial regulations and fiduciary standards

Compliance

• The Marketing Compliance Associate will ensure that all marketing and advertising materials adhere to legal and regulatory requirements, protecting both the company and its clients. This role will involve reviewing advisor and product materials, providing guidance, and staying up-to-date on relevant laws and industry best practices.
• Examine marketing materials, such as presentations, websites, and social media, to ensure they are accurate, truthful, and compliant with regulations.
• Offer support and advice to sales and marketing teams on how to create compliant materials.
• Help create and maintain internal policies and procedures related to marketing compliance.
• Identify potential compliance risks associated with marketing activities and implement strategies to mitigate them.
• Monitor changes in regulations and industry best practices to ensure continuous compliance.
• Collaborate closely with legal, compliance, and product teams to ensure a consistent approach to marketing compliance.
• Maintain records of all approved and reviewed marketing materials.
• Experience in financial compliance is required.
• Deep knowledge of relevant laws and regulations governing financial products and marketing, including SEC and FINRA rules.
• Familiarity with financial products and services such as investment products, insurance products, and financial planning services.
• The ability to analyze marketing materials and identify potential compliance issues.
• Meticulous attention to detail to ensure accuracy in all reviewed materials.
• The ability to communicate compliance requirements clearly and build relationships with various stakeholders as a trusted collaborator.
• Ability to act as a confident and trusted resource, building consensus and fostering stakeholder buy-in.
• More than just a decision-maker, you’re a transparent collaborator who can explain the rationale behind compliance decisions.
• Possession of the Series 63, 65, 7, 24, or 53 licenses, or a willingness to acquire one or more, is a plus!
• 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