Full-Time
Process Improvement Manager
Business Operations
Posted on 9/20/2025
Farther
501-1,000 employees
Personalized wealth management with data-driven guidance
No salary listed
New York, NY, USA
Hybrid
 Business & Strategy (2) |
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- 10+ years of progressive experience in process improvement, business operations, or related field
- Proven track record at globally recognized consulting firms or companies known for operational excellence (McKinsey, BCG, GE, Accenture)
- Six Sigma Black Belt, Master Black Belt, or equivalent process improvement certification
- Strong analytical skills with ability to synthesize complex information for diverse stakeholders
- Exceptional influence and communication abilities, skilled at driving change without formal authority
- Experience leading cross-functional teams and managing organizational change
- Bachelor's degree in Business, Engineering, or related field
- Lead identification and prioritization of process improvement opportunities across client onboarding, advisor workflows, and operational functions
- Develop comprehensive improvement strategies that balance efficiency gains with regulatory compliance and client satisfaction
- Partner with Advisor Success, Client Experience, Product, and Engineering teams to streamline cross-functional workflows
- Implement sustainable process changes that scale with our rapid growth while maintaining service quality
- Establish KPIs and measurement frameworks to track operational excellence and demonstrate ROI
- Drive change management initiatives, ensuring new processes are adopted and maintained across teams
- Foster a culture of continuous improvement and data-driven decision making throughout the organization
- MBA or advanced degree in relevant field
- Experience in financial services, wealth management, or fintech environments
- Background in scaling operations at high-growth startups
- Familiarity with regulatory compliance in financial services
- Experience with process automation and technology integration
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 C
Total Funding
$118M
Headquarters
New York City, New York
Founded
2019
Simplify's Take
What believers are saying
- Secured $72M Series C from CapitalG in 2025 to expand advisor network.
- Hired CIO Nick Panitsas in Q1 2025, growing AUM to nearly $6B.
- Added 29 premier advisors nationwide in Q1 2025, boosting recruitment momentum.
What critics are saying
- Lawsuits from wirehouse non-competes cause advisor defections and $10M+ costs.
- Wealthspire erodes multi-family office share with proven UHNW governance.
- Dominion Energy stake wipes 20-30% of holdings in utility sector meltdown.
What makes Farther unique
- Proprietary AI platform automates admin tasks, freeing advisors for client strategy.
- Launched multi-family office in 2025 led by ex-Goldman advisor Ben Seidenstein.
- Integrates human expertise with predictive tech for holistic wealth generation.
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Benefits
Flexible Work Hours
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↑ 4%2 year growth
↑ 0%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.
Farther Finance Advisors LLC acquired a new stake in Angel Oak High Yield Opportunities ETF in the second quarter valued at $35,000.
Farther Finance Advisors LLC's holdings in iShares Core MSCI Europe ETF were worth $1,325,000 at the end of the most recent reporting period.
Farther Finance Advisors LLC purchased a new stake in Tempus AI in the fourth quarter valued at approximately $34,000.