Client Relationship Manager, Wealth Advisory

Farther

. Serve as the right hand to a Managing Director, Wealth Advisor on Farther's Focus Team serving Fortune 500 professionals .

Posted 10/27/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth management operations, client engagement, and financial planning for high-net-worth individuals. Proficient in managing client relationships, utilizing CRM tools, and executing financial strategies effectively.

Highest-signal resume keywords

Active Series 65 LicenseWealth Management ExperienceBlack Diamond ProficiencyClient Engagement ManagementFinancial Planning Concepts

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ManagementInvestment StrategyTax OptimizationRetirement PlanningEstate PlanningClient Business DevelopmentEvent ManagementCRM Tools ProficiencyAsset TransfersRMDs

Soft Skills

Sound JudgmentAttention to DetailClear CommunicationClient Relationship ManagementProblem Solving

Tools & Technologies

CRMBlack DiamondFarther AppHubSpot

Certifications & Qualifications

Series 7 LicenseSeries 63 LicenseCFP Coursework

Industry Keywords

RIA OperationsHigh-Net-Worth ClientsEquity CompensationCorporate BenefitsClient Touchpoints

About the role

Key responsibilities & impact

Serve as the right hand to a Managing Director, Wealth Advisor on Farther's Focus Team serving Fortune 500 professionals
Run the day-to-day practice so clients feel looked after and the advisor can focus on advice and growth
Manage client engagements and the end-to-end follow-up process
Act as the first stop for client requests, including money movement, distributions, and account changes
Escalate issues requiring advisor involvement
Prepare for meetings across the CRM, Black Diamond, and Farther app
Log notes and route follow-ups and tasks to appropriate teams
Run weekly account reviews, trading and cash checks, asset transfers, RMDs, and Roth conversions
Track client touchpoints, prepare quarterly review materials, and follow up on referrals and prospects
Manage client events, budget, and COI relationships

Requirements

What you’ll need

Active Series 65 (or equivalent) license
Several years in wealth management, RIA operations, or advisor support, ideally with high-net-worth clients
Comfortable with portfolio and CRM tools like Black Diamond and HubSpot
Sound judgment, a sharp eye for detail, and a warm, clear voice on the phone and in writing
Familiarity with equity compensation and corporate benefits
Experience with financial planning concepts for high net worth individuals including investment strategy, tax optimization, retirement planning, estate etc.
Client/prospect business development experience including events, gifting, sales calls, etc.
Series 7 or 63, or CFP coursework

Benefits

Comp & perks

Competitive comp package that rewards impact
Full health benefits
401(k) matching
Roth IRA options
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