Wealth Advisory - Relationship Manager
Most applications go out cold — see where you stand first. No sign-up to start.
Don't just apply. Show up ready.
Olive works from this exact posting — no sign-up to start.
At a glance
Job overview
Farther Finance is hiring a Wealth Advisory - Relationship Manager. Farther Finance is a rapidly growing RIA seeking a Relationship Manager to serve as the primary point of contact for clients within an established Austin-based advisory practice. This role involves proactively managing client relationships, tracking key life events, and ensuring seamless coordination between advisors, clients, and the service team. The ideal candidate will maintain meticulous client records and anticipate client needs to deepen relationships.
Key focus areas include Own the day-to-day client relationship, proactively managing touchpoints and tracking key life events, Serve as the primary liaison between clients and the service team, escalating issues with urgency, and Maintain a meticulous CRM, keeping client records, notes, and activity logs current and accurate.
Successful candidates bring 2-5 Years Client-Facing Support Or Relationship Role and Experience With High-Net-Worth Individuals Or Families. Important skills include Client Relationship Management, High-Touch Relationships, Exceptional Follow-Through, Warm Communication, Professional Communication, and Building Trust. Preferred (not required): CRM Proficiency, Salesforce, Redtail, and Modern Wealth Tech Platforms.
Skills & qualifications
Skills
Qualifications
Benefits
Full 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!
You've read the whole posting — now see how you match it.