Client Operations Analyst

Hybrid - Dallas, TX

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 

We are seeking a highly analytical and detail-oriented Client Operations Analyst to play a critical role in enhancing our operational resilience and risk management capabilities within the financial industry. The ideal candidate will be responsible for designing, implementing, and documenting key business processes and controls, ensuring efficiency, compliance, and effective risk mitigation. This role requires a strong understanding of financial services operations, a meticulous approach to process analysis, and the ability to translate complex requirements into actionable solutions.

Your Impact 

  • Collaborate with business units, risk management, and compliance teams to analyze existing processes and identify control gaps and areas for improvement.
  • Design and develop new, effective control processes and procedures that align with industry best practices, regulatory requirements, and internal policies.
  • Facilitate the successful implementation of new or enhanced controls, including supporting change management activities and user training.
  • Develop and maintain comprehensive documentation for critical business processes, including process flows, narratives, control matrices, and procedural manuals.
  • Develop and manage the centralized process catalog, ensuring all processes are accurately documented, classified, and easily accessible for personnel and stakeholders.
  • Regularly review and update existing process documentation to reflect changes in operations, systems, or regulatory landscapes.
  • Conduct thorough risk assessments on key business processes to identify inherent and residual risks.
  • Work with stakeholders to define and implement appropriate risk mitigation strategies and control activities.
  • Assist in the ongoing monitoring of process performance and control effectiveness, identifying potential control breakdowns or emerging risks.
  • Act as a liaison between business users, PDE, goal owners, and compliance teams to ensure alignment on project goals and deliverables.
  • Facilitate workshops, interviews, and meetings to elicit information and validate requirements.

The Ideal Match 

  • Bachelor's degree in Finance, Business Administration, Economics, Information Systems, or a related field.
  • 3 years of experience as a Business Analyst, Process Analyst, or similar role within the financial services industry (e.g., banking, investment management, insurance).
  • Proven experience in process mapping, documentation, and re-engineering.
  • Strong understanding of risk management principles, internal controls, and operational risk frameworks (e.g., COSO).
  • Familiarity with compliance and regulatory requirements relevant to the financial industry (SEC, FINRA, etc.).
  • Excellent analytical, problem-solving, and critical thinking skills.
  • Exceptional written and verbal communication skills, with the ability to articulate complex concepts clearly and concisely to diverse audiences.
  • Proficiency in process mapping tools (e.g., Visio, Lucidchart, ARIS) and Microsoft Office Suite (Word, Excel, PowerPoint).
  • Ability to work independently and collaboratively in a fast-paced, dynamic environment.

Bonus Points 

  • Experience with data analysis and reporting tools.
  • Certifications such as Certified Business Analysis Professional (CBAP), Lean Six Sigma, or similar.
  • Knowledge of Agile methodologies.

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
  • Unlimited PTO

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Farther’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.