New

Executive in Residence – Client Experience & Operations

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

Farther's Client Experience & Operations team is the backbone of everything we deliver to advisors and their clients. We're looking for a senior operator to step in as Executive in Residence – CX & Operations on a fixed-term basis while our Head of CX is on temporary leave.

You'll hold full executive accountability for the organization — leading the team, owning H2 goals, driving product partnership, and ensuring operational continuity across a fast-moving, regulated financial services environment. If you've operated at the C-suite level, led large service organizations, and thrive in high-stakes, ambiguous situations, this is the right challenge.

This is a fixed-term contract role with a target end date of late November 2026. For the right person, there may be a longer-term opportunity on the other side.

Your Impact

  • Lead the Client Experience and Operations organizations, providing direct management, manager coaching, and executive accountability
  • Drive H2 objectives and key results — owning progress tracking, cross-functional accountability, and risk management
  • Serve as the primary operational partner to Product and Engineering, translating CX requirements into scalable product solutions and supporting automation implementation
  • Maintain service delivery performance — monitor KPIs, manage escalations, oversee daily operations, and support workforce and capacity planning
  • Serve as the executive presence within the DFW office, driving employee engagement, local leadership, and cross-functional coordination
  • Oversee strategic initiatives, including DFW office renovation — managing project timelines, stakeholder alignment, and executive decision-making
  • Support operational readiness across a complex, regulated financial services environment — coordinating across functions on service model implementation, operating procedures, and go-live readiness activities
  • Present updates to executive leadership, maintain transparency on key initiatives, and escalate risks appropriately

The Ideal Match

  • 10+ years in operations, client services, business operations, or platform leadership
  • Executive leadership experience — prior experience reporting to or sitting within the C-suite
  • Demonstrated track record leading large service organizations through growth and change
  • Strong cross-functional influence skills — you can drive alignment without direct authority
  • Excellent communicator; comfortable presenting to executives and representing a team at the leadership level
  • Thrives in ambiguity; able to assess quickly, establish trust, and operate without a long runway

Bonus Points

  • Experience in wealth management, RIA, Broker-Dealer, fintech, or comparable regulated financial services
  • Prior interim or executive-in-residence experience
  • Familiarity with advisor-facing platforms or service models
  • DFW-based or willing to be on-site in a hybrid environment through the 12-week contract period 

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!

Ready to disrupt wealth management? Let's talk!

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