Full-Time
Client Transitions Associate
Posted on 9/4/2026
Farther
501-1,000 employees
Personalized wealth management with data-driven guidance
No salary listed
Dallas, TX, USA
Hybrid
Hybrid schedule in Dallas.
 Finance & Banking |
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- Background in client service, particularly with advisor transitions or conversion management.
- Knowledge of financial products including separately managed accounts, 529 plans, annuities, 401(k) plans, and alternative investments.
- Experience with and knowledge of standard operational aspects of wealth management client service with custodians such as Charles Schwab, Fidelity, and Pershing.
- Ability to manage multiple competing tasks in a fast-paced environment.
- Manage and execute the end-to-end client transition process, including processing and validating new account opening documentation, account transfers, including ACAT and non-ACAT transfers, and complex asset movements.
- Coordinate with external partners such as custodians and third-party vendors to ensure timely completion of transition activities.
- Monitor and maintain a detailed transition pipeline, track progress, identify potential roadblocks or risk situations, and report status updates to internal stakeholders and clients.
- Serve as a primary point of contact for clients during the transition phase, communicate documentation requirements, and ensure requirements are met.
- Resolve documentation discrepancies, troubleshoot transfer issues, and reconcile custodian data to ensure data integrity across systems.
- Manage multiple competing client transitions and priorities simultaneously under tight deadlines.
- Contribute to a collaborative environment and ensure a smooth, positive, and professional experience for each new client.
- Comprehensive knowledge of the financial industry.
- Experience improving efficiencies in operational processes for the business and client servicing.
- Familiarity with Black Diamond.
Farther is a financial technology company that provides personalized wealth management and financial advisory services. It targets clients who want to grow wealth for future generations by offering tailored financial planning, investment strategies, and ongoing guidance. The product works through Farther’s proprietary platform, which equips advisors with smart tools to deliver data-driven advice and proactive support. Advisors can access a wide range of public investment strategies and select alternative investments to optimize each dollar invested, while being supported by a cross-disciplinary team of experts (financial planners, estate attorneys, CPAs, insurance specialists, and more). Revenue comes from fees charged for wealth management services. Farther stands out by aligning its advisors’ incentives with clients’ interests, providing unbiased guidance, and combining advanced technology with a comprehensive, team-based advisory approach to deliver personalized financial support.
Company Size
501-1,000
Company Stage
Series D
Total Funding
$268M
Headquarters
New York City, New York
Founded
2019
Get referred to Farther
See people who can refer or advise you
Simplify's Take
What believers are saying
- Farther added 29 advisors in Q1 2025 and 27 more in Q2 2025.
- Asset pipeline exceeded $13 billion by August 2025, signaling strong recruiting momentum.
- Taylor Matthews said Farther reached 646 employees by July 31, 2026, sustaining expansion.
What critics are saying
- Edelman sued former Farther advisor John Carey in March 2025 for client poaching.
- Farther rejects non-solicits, inviting expensive advisor raids and nonstop client portability fights.
- Its services-heavy model needs relentless recruiting; AUM growth stalls if advisor inflows slow.
What makes Farther unique
- Farther launched Family Office on April 9, 2026, targeting UHNW complexity without minimums.
- Its advisor platform combines proprietary technology, multi-custody operations, and bespoke planning workflows.
- SignalPoint’s January 2025 partnership showed Farther can absorb $650 million RIAs quickly.
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Benefits
Flexible Work Hours
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↑ 1%2 year growth
↑ 0%The fundraising round is Farther’s second in less than a year as it continues to try and recruit advisors to its homegrown wealth platform.
Farther Finance, an AI-enabled wealth management firm for financial advisers, has raised $150 million in Series D funding led by General Atlantic, CEO Taylor Matthews told Axios exclusively. The investment highlights how artificial intelligence has renewed venture capital interest in wealth management firms, a sector previously considered too services-heavy to deliver strong venture returns. AI capabilities are now making these businesses more attractive to investors seeking scalable technology-driven solutions in financial services.
Farther Finance Advisors has increased its stake in Dominion Energy by 91% during the fourth quarter, according to a recent SEC filing. The institutional investor now owns 52,486 shares of the utilities provider, valued at $3.08 million. The firm acquired an additional 25,010 shares during the quarter. Dominion Energy's share price has ranged from $51.42 to $67.57 over the past 52 weeks, closing at $62.38 on Friday. The investment move reflects growing institutional confidence in Dominion Energy, one of the largest regulated utility companies in the United States. The company's diverse energy portfolio includes nuclear, natural gas and renewable sources, positioning it as an attractive long-term investment during the transition to cleaner energy.
Farther launches multi-family office, setting a new standard for generational wealth management. * Farther has officially launched a dedicated multi-family office to provide specialized wealth management services for ultra-high-net-worth families. * The new offering integrates the firm's proprietary technology platform with bespoke advisory solutions to manage complex financial structures. * The multi-family office focuses on generational wealth transfer, estate planning, and sophisticated tax optimization strategies. * Families gain access to real-time reporting and visibility across diverse and illiquid asset classes through a centralized digital interface. * This expansion is designed to bridge the gap between traditional family office services and modern, tech-enabled wealth management. * Farther's approach incorporates philanthropic planning and family governance to ensure the long-term preservation of family legacies. * The launch follows a period of significant institutional growth and increasing demand for integrated, high-touch financial services. Knote: It's not exactly in its Family Office as-a-Service theme, but close. And if WealthTech Strategy Partners LLC know Farther, they are going to make extensive use of technology to create at least a semi-scaled product for the advisor.
Farther, a New York-based registered investment adviser, has launched a multi-family office division for ultra-high-net-worth families. The firm has hired Ben Seidenstein, former Goldman Sachs private wealth adviser who managed $1.5 billion in assets over 13 years, to lead the new unit as global head. The family office will have no minimum asset requirements, targeting entrepreneurs and builders who may experience large asset gains from liquidity events. Seidenstein said the division will differentiate itself through Farther's artificial intelligence-driven platform, avoiding the product allegiances that create conflicts at traditional institutions. Founded in 2019, Farther has grown to more than $15 billion in assets under management. The move follows similar family office launches by other large RIAs, including Summit Wealth Group and Wealthspire, capitalising on anticipated generational wealth transfers.