Current openings at Farther

The Role  We're seeking an experienced Quantitative Portfolio Manager to serve as a versatile strategist across our investment platform. This role will focus on building fixed income products and strategies, while also supporting multi-asset class portfolio development. The ideal candidate will bring strong technical skills, deep fixed income expertise, and the ability to design processes that can be automated. Your Impact  Design and implement fixed income strategies and multi-asset class portfolio solutions, including maintenance, reallocation, and collateral management Lead fixed income initiatives while supporting other asset classes including alternatives, active strategies, and model portfolios Create regular commentary and maintain inputs for fact sheets and other investment strategy collateral Build systematic investment processes that can be automated at the individual asset class level Collaborate with product and engineering teams to build solutions for accessing data and running algorithms Partner with internal teams to articulate investment approaches and portfolio decisions Drive innovation with a strong sense of ownership and proactive communication The Ideal Match  8+ years of experience at a mid-sized, systematically-oriented asset management firm Deep fixed income expertise with experience in corporate credit, duration management, and yield curve positioning Robust technical skill set, including Python coding for building products, data access, and algorithm implementation Experience designing upstream processes that can be successfully automated Strong internal communication skills and ability to drive projects forward with ownership Expertise in portfolio construction, risk management, and quantitative methods Experience with portfolio analytics tools Bachelor's degree required; advanced degree in relevant field preferred CFA designation preferred Bonus Points  Experience with alternatives and active strategies Multi-asset class portfolio construction experience Experience launching and scaling new investment strategies Track record of building automated investment systems Expertise in data access and management 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 Ready to disrupt wealth management? Let's talk!

The Role  As a Senior Client Experience Associate, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients. You'll support that exceptional client experience by flawlessly executing the financial operations required for advisor onboarding, client onboarding, ongoing requests, and any complex needs. You will work closely with our Product and Engineering teams to continually push the boundaries of wealth management. As a member of Farther's client experience team, this is an opportunity to have a huge impact – not just on the company, but on the entire wealthtech industry. Your Impact  Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels Assist clients with account opening, transfers, and other ongoing tasks – while also acting as a liaison with our custodians to confirm completion of requests  Monitor client accounts and proactively address issues as they arise Identify opportunities to improve the client experience function and work with the Product and Engineering teams and other team members to implement changes Establish and maintain positive and effective relationships with Farther’s advisors, custodians, and third-party vendors to ensure client satisfaction The Ideal Match  Bachelor’s degree with at least 6 years of previous work experience in a client-facing role within the financial services industry, with a majority of that time spent working at an independent RIA Strong communication skills and the ability to build rapport with advisors and clients Experience with custodial and wealth management platforms and CRM systems Highly organized, with exceptional attention to detail  Team player, with a positive attitude and a strong work ethic Comfortable working in a fast-paced environment and the ability to prioritize multiple competing tasks Bonus Points  Comprehensive knowledge of financial products, including separately managed accounts (SMAs), and alternative investments Passion for creating increased efficiencies within current operational processes for the business and servicing of clients