Process Improvement Manager, Business Operations

Process Improvement Manager, Business Operations

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

We're seeking a seasoned Process Improvement Manager to lead operational excellence initiatives across our fast-growing wealth management platform. You'll be instrumental in scaling our operations while maintaining the high-touch service our clients expect. This role sits at the intersection of traditional wealth management and cutting-edge fintech, requiring someone who can optimize complex processes while preserving the human element that defines exceptional client experiences.

Your Impact

• 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

The Ideal Match

Bonus Points

Why Join Us

Ready to disrupt wealth management? Let's talk!