Wealth Advisory - Relationship Manager
Farther
Wealth Advisory - Relationship Manager
Hybrid - Austin, Texas
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
You'll be the person clients trust to know their lives: the family updates, the upcoming milestones, the questions they haven't asked yet. As the Relationship Manager for a well-established Austin-based advisory practice, you're the connective tissue between the advisor, the client, and the service team, keeping everything running smoothly so your advisor can focus on growing the business and delivering great advice.
The practice spans clients across asset allocation, tax strategy, retirement planning, equity compensation, and real estate, a sophisticated book that demands a high-touch, detail-oriented relationship presence. No business development. No cold calls. Just building real relationships and making sure clients always feel taken care of.
Your Impact
- Own the day-to-day client relationship: proactively managing touchpoints, tracking key life events, and making sure nothing falls through the cracks
- Serve as the primary liaison between clients and the service team, escalating issues with urgency and following through until resolved
- Maintain a meticulous CRM: keeping client records, notes, and activity logs current and accurate
- Coordinate client onboarding, account transitions, and service requests in partnership with operations
- Prepare the advisor for client meetings: gather materials, take notes, and own post-meeting follow-up
- Anticipate client needs and flag opportunities to deepen relationships or expand share of wallet
The Ideal Match
- 25 years in a client-facing support or relationship role at a wealth management or financial services firm (wirehouse, RIA, or large independent experience strongly preferred)
- Proven track record managing high-touch relationships with high-net-worth individuals or families
- Exceptional follow-through, clients never have to chase you twice
- Warm, professional communicator who builds trust naturally
- Highly organized with sharp attention to detail and the ability to juggle competing priorities without dropping the ball
- Series 65 or equivalent a plus; CFP coursework welcomed
Bonus Points
- Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.)
- CRM proficiency (Salesforce, Redtail, or similar)
- Genuine love of the details, you're the person who remembers the kids' names and the dog's birthday
- Familiarity with modern wealth tech platforms
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
- Ready to disrupt wealth management? Let's talk!
Ready to disrupt wealth management? Let's talk!
FartherVacancy posted 19 hours ago
Similar jobs that could be interesting for youBased on the Wealth Advisory - Relationship Manager in Austin, TX vacancy
$150k - $175k
We’re building a relationship-oriented bank for the modern world. We need talented, passionate... ...You’ll Be DoingAs a Relationship Manager, you’ll focus on growing direct revenue... ...your expertise in investment and wealth advisory services to deliver tailored client solutions...SuggestedFull time- Fartherfinance is seeking a Relationship Manager in Austin, Texas. You will be responsible for managing the day-to-day client relationships and serving as the primary liaison between clients and the service team. This role involves building trust with high-net-worth individuals...Suggested
$180k - $220k
...Job Description Grant Thornton is seeking an Advisory Director Client Relationship Executive within our Outsourcing solution to join the team. Approved... ..., pursuit leadership, and executive relationship management, this leader shapes how capabilities are packaged, positioned...SuggestedWork at office- ...accelerate your career in financial planning, wealth management, and RIA operations , this is your... ...are an elite, high-growth fiduciary advisory firm serving entrepreneurs, business... ...supporting financial advisors, client relationships, and firm growth initiatives . You’ll...SuggestedFull timeWork at officeRemote work
$123.1k - $186.3k
...Salesforce.The Customer Success Manager (CSM) is a versatile expert... ...banks, insurance companies, wealth management firms, and fintech... ...customer experience.Strategic Advisory and Stakeholder... ....Develop and maintain strong relationships at key stakeholder levels, including...SuggestedFull timeWork at officeFlexible hours3 days per week- ...Description Job Description Commercial Relationship Manager IIIAustin, TX FinTrust Connect has... ...from treasury, capital markets, wealth, retail, credit, and market leadership... ...sales, interpersonal, negotiating, and advisory skills. ~ Strong written and verbal...Local area
FinTrust Connect Careers
Austin, TX8 days ago - ..., and maintaining profitable relationships, collaborating with teammates... ...satisfaction. Responsibilities Manages an extensive portfolio of... ...Banking, Foreign Exchange, and Wealth Management and facilitates... ...Management Client Solutions Advisory Prospecting Relationship Building...Work experience placementWork at officeLocal areaFlexible hoursShift workDay shift
- ...Holdings Website: Kestra Financial is a wealth management platform dedicated to empowering... ...comprehensive securities and investment advisory solutions to their clients Lead with... ...financial advisors. This role blends relationship management, operational expertise and...
- Choreo, LLC in Austin is seeking a Director, Wealth Advisor dedicated to driving client acquisition... ...development skills to build lasting client relationships. Ideal candidates will possess over 10 years of wealth management experience and have the ability to navigate complex...
$115k - $145k
Our team has partnered with a top CPA and advisory services firm in the amazing and growing... ...Austin, TX. We are searching for a Audit Manager with experience in various business... ...years of accounting experience in a firm / wealth management / public accounting / CPA firm...Flexible hours- ..., deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating... ...client satisfaction.Responsibilities:Manages an extensive portfolio of complex... ...Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships...Full timeWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift
- ...its Family Office Enterprise practice in Austin, TX. You will advise ultra-high-net-worth families on tax planning, compliance, and wealth strategies, while leading engagements and mentoring staff. The role requires 5+ years in public accounting or family office...Work at office
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Austin, Texas to manage client relationships and deliver comprehensive financial planning. This role emphasizes relationship-building and strategic investment guidance tailored to each client's needs. The ideal...
- ...powered by exceptional people. We deliver secure, reliable managed and advisory services across private, public, and hybrid clouds,... ...mid-market and enterprise accounts. Manage ongoing C-suite relationships with your assigned accounts to continue to expand your book...Full timeRemote workVisa sponsorshipFlexible hours
- ...providing best-in-class strategic account management across a portfolio of existing Dialpad... ...objectives, managing overall customer relationships, and ensuring customer satisfaction.... ...who would be a good fit for the Customer Advisory Board and Executive Sponsor Program. Become...
$85k - $100k
...Vestwell is expanding and we’re excited to onboard an Enterprise Relationship Manager to our team, supporting our strategic and enterprise... ...Necessities 3‑5 years of experience in client‑facing Retirement, Wealth Management, Client Success, roles at a Financial Services...Contract workWork at office$169.5k - $305.8k
...compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant,... ...cross-functional partner execution. You will curate long-term relationships with key decision makers and influencers within each client,...Full timeContract workTemporary workPart timeWork experience placementLocal areaFlexible hours$81.4k - $122k
...Care GroupJob ProfileClient Performance Manager IIIManagement LevelIndividual... ...We deliver secure, reliable managed and advisory services across private, public, and hybrid... ...multiple priorities while building trusted relationships with both customers and internal stakeholders...Full timeLive inRemote workVisa sponsorshipFlexible hours$10 per hour
...you are customer focused, enjoy building relationships and providing financial advice to your... ...then a role as a Business Relationship Manager is for you.As a Business Relationship Manager... ...products and partner with Branch, Wealth Management and Private Bank to identify...Work at office$123.1k - $186.3k
...Salesforce.Role DescriptionThe Customer Success Manager (CSM) is a versatile expert responsible... ..., and customer experienceStrategic Advisory and Stakeholder ManagementDrive... ...CSAT scores)Develop and maintain strong relationships at key stakeholder levels, including cultivating...Full timeWork at officeLocal areaFlexible hours3 days per week$150.1k - $227k
...future of Salesforce.The Customer Success Manager, Senior Manager is a highly strategic... ...intensive work, freeing the CSM for high-stakes relationship building.ROI Segmentation (Human vs. AI)... ...vs. “always-on” AI support.Trusted Advisory and Executive InfluenceAdvanced...Full timeWork at officeFlexible hours3 days per week- ...internal mobility, and meaningful leadership relationships. We also know that nothing builds trust... ...2 is seeking a Senior Customer Success Manager dedicated to stewarding the success of... ...client conference, user groups, client advisory boards, etc.)Secure client references...Full timeWork visa
- DescriptionAbout the Role As a SLED Customer Success Manager at NinjaOne, you will play a pivotal... ...their evolving IT needs. Public Sector Advisory: Act as a trusted advisor to government... ...NinjaOne as the ideal solution. Relationship Management: Build strong, long-term partnerships...Full timeWork at officeLocal areaRemote work
$124k - $280k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior ManagerJob Description & SummaryThe... ...conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or...Full timeH1b$167.3k - $278.9k
Position Summary Client Relationship Executive (CRE) - Auto/Consumer - Sales Vice President... ....The teamOur Strategic Relationship Management team focuses on building and expanding... ...and/or delivering consulting, tax and advisory services to Automotive clients*...Visa sponsorshipShift work$179.5k - $280.5k
Position SummaryThe CFO Advisory Director leads the execution and quality assurance of accounting advisory engagements. This role is responsible for overseeing accounting positions, managing delivery timelines, and identifying risks to ensure high-quality client outcomes...Full timeWork experience placementWork at officeLocal area$99k - $232k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelManagerJob Description & SummaryThe OpportunityAs a... ...conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company...Full timeH1b$163.2k - $220.8k
...actively gathering client feedback and ensuring those insights lead to tangible improvements in how we work. We are seeking a Senior Manager to support the execution of our feedback program(s) and to help ensure that our administrative processes remain aligned with the...Full timeImmediate startWorldwide$97k - $190k
...the linchpin of the post-sales customer relationship. By combining deep business and technical... ...Role As a Senior Customer Success Manager, you are a highly experienced advisor helping... .... Key Responsibilities Customer Advisory Proactively identify and mitigate...Work experience placementLocal areaWorldwideFlexible hoursMongoDB
Austin, TX2 days ago- The KPMG Advisory practice is at the forefront of transformation, offering... ...number one priority. With a wealth of learning and career... ...practice.Responsibilities: Lead, manage, and inspire a team of... ...key clients, fostering strong relationships, understanding client needs,...H1bLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisory - Relationship Manager. Be the first to apply!
Related searches
- wealth management advisor Austin, TX
- wealth management consultant Austin, TX
- wealth manager Austin, TX
- senior relationship manager Austin, TX
- global relationship manager Austin, TX
- labor relations director Austin, TX
- government relations manager Austin, TX
- relationship manager work from home Austin, TX
- relationship manager Austin, TX
- university relations manager Austin, TX