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As the Manager of Advisor Transitions, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients as they transition into Farther. You’ll support that exceptional client experience by flawlessly executing the financial operations required for advisor & client onboarding. You will own the process as it exists today and grow the function to be more efficient, effective, and to an ever growing standard of excellence over time. This is an opportunity to have a huge impact – not just on the company, but on the entire wealthtech industry.
Responsibilities
Qualifications
Preferred
Full Time
$139k-181k (estimate)
06/15/2024
08/14/2024
fartherbound.com
Santa Fe, NM
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