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Revenue Operations Associate - Advisor Business Development

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're looking for a Revenue Operations Associate to be the operational backbone of our Advisor Business Development team. You'll own our CRM infrastructure and reporting while also driving the day-to-day execution that keeps our recruiting engine running smoothly. This is a high-impact, high-visibility role for someone who's equal parts systems thinker and doer, with a path to grow into a broader operations or chief of staff function as we scale.

Your Impact 

  • Own HubSpot CRM architecture—designing properties, pipelines, workflows, and automations that eliminate manual work
  • Build dashboards and reports that give leadership real-time visibility into pipeline health and recruiting performance
  • Manage the operational flow of offers and contracts in partnership with HR and Finance
  • Identify process bottlenecks and proactively implement solutions before being asked
  • Serve as the connective tissue across Advisor Recruiting, HR, and other cross-functional partners

The Ideal Match 

  • 2-4 years in sales operations, business operations, recruiting operations, or a high-performing coordinator/chief of staff role
  • HubSpot experience strongly preferred—you know your way around workflows, reports, and CRM best practices
  • Highly organized with exceptional attention to detail
  • Proactive and resourceful—you see what needs to be done and do it without waiting to be asked
  • Strong communicator who can work effectively with leadership and cross-functional teams
  • Technically curious—comfortable learning new systems and leveraging tools like AI to work smarter
  • Thrives in fast-paced environments where priorities shift and no two days look the same

Bonus Points 

  • Experience in financial services, wealth management, or fintech
  • Background supporting sales or recruiting teams
  • Familiarity with additional tools (Salesforce, Greenhouse, Rippling, etc.)
  • Interest in growing into a chief of staff or senior operations role

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!

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