Advisor Experience Associate

u003ch3u003eThe Roleu0026nbsp;u003c/h3u003enu003cpu003eAs an Advisor Experience Associate, you'll provide operational, scheduling, and execution support to Advisor Experience Managers. You'll serve as the internal project manager ensuring all workflows, departmental handoffs, and resources are coordinated flawlessly for advisor transitions.u003c/pu003enu003cpu003eThis role is perfect for someone early in their career who thrives on organization, takes pride in operational excellence, and wants to make a real impact in a high-growth environment. You'll be the operational backbone that enables seamless advisor experiences-ensuring nothing falls through the cracks as we scale.u003c/pu003enu003ch3u003eYour Impactu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eProvide comprehensive operational and project management support to Advisor Experience Managersu003c/liu003enu003cliu003eMaintain and update all advisor timelines, tasks, and dependencies inside task management workflowsu003c/liu003enu003cliu003eLiaise with internal departments (Compliance, PDE, Billing, Operations, Marketing) to deliver all required deliverables pre- and post-Discoveryu003c/liu003enu003cliu003eRoute and verify all compliance documentation prior to submission, ensuring accuracy and completenessu003c/liu003enu003cliu003eDocument and track all task-level progress through Farther's internal portalu003c/liu003enu003cliu003eSupport technology setup and reporting documentation for Farther executivesu003c/liu003enu003cliu003eAssist with resource planning and workload balancing across Advisor Experience Managersu003c/liu003enu003cliu003eMaintain task dashboards and status tracking in near real-timeu003c/liu003enu003cliu003ePrepare Pre-Day-One Operations Checklist completion reportsu003c/liu003enu003cliu003eGenerate weekly advisor readiness status and issue-tracking summariesu003c/liu003enu003cliu003eEnsure 98% of project tasks are completed within SLA with zero missed critical milestonesu003c/liu003enu003c/ulu003enu003ch3u003eThe Ideal Matchu0026nbsp;u003c/h3u003enu003culu003enu003cliu003e2 years of experience in operations, project coordination, or client services (financial services experience preferred)u003c/liu003enu003cliu003eExceptional organizational skills and meticulous attention to detailu003c/liu003enu003cliu003eStrong project management capabilities with ability to track multiple workflows simultaneouslyu003c/liu003enu003cliu003eExperience coordinating across multiple departments and stakeholdersu003c/liu003enu003cliu003eProficiency with project management tools, CRM systems, and task management platformsu003c/liu003enu003cliu003eExcellent written and verbal communication skillsu003c/liu003enu003cliu003eSelf-starter who takes ownership of responsibilities and follows through consistentlyu003c/liu003enu003cliu003eAbility to work efficiently in a fast-paced environment with competing prioritiesu003c/liu003enu003cliu003eComfortable with technology and quick to learn new systemsu003c/liu003enu003c/ulu003enu003ch3u003eBonus Pointsu0026nbsp;u003c/h3u003enu003culu003enu003cliu003ePrevious experience in financial services operations or client servicesu003c/liu003enu003cliu003eFamiliarity with compliance documentation and regulatory requirementsu003c/liu003enu003cliu003eExperience with project management tools, CRM systems, and task management platformsu003c/liu003enu003cliu003eBackground working in high-growth startups or fintech companiesu003c/liu003enu003cliu003eKnowledge of wealth management operationsu003c/liu003enu003cliu003eProcess improvement mindset with track record of increasing operational efficiencyu003c/liu003enu003c/ulu003enu003ch3u003eWhy Join Usu003c/h3u003enu003culu003enu003cliu003eCompetitive comp package that rewards impactu003c/liu003enu003cliu003eWork alongside some of the brightest minds in fintechu003c/liu003enu003cliu003eGround-floor opportunity at a fast-scaling startupu003c/liu003enu003cliu003eChart your own growth path as we expandu003c/liu003enu003cliu003eFull health benefits + 401(k) matching u0026amp; Roth IRA optionsu003c/liu003enu003cliu003eUnlimited PTOu003c/liu003enu003c/ulu003enu003ch4u003eReady to disrupt wealth management? Let's talk!u003c/h4u003e