The Role
Farther's Client Experience & Operations team is the backbone of everything we deliver to advisors and their clients. We're looking for a senior operator to step in as Executive in Residence – CX & Operations on a fixed-term basis while our Head of CX is on temporary leave.
You'll hold full executive accountability for the organization — leading the team, owning H2 goals, driving product partnership, and ensuring operational continuity across a fast-moving, regulated financial services environment. If you've operated at the C-suite level, led large service organizations, and thrive in high-stakes, ambiguous situations, this is the right challenge.
This is a fixed-term contract role with a target end date of late November 2026. For the right person, there may be a longer-term opportunity on the other side.
Your Impact
- Lead the Client Experience and Operations organizations, providing direct management, manager coaching, and executive accountability
- Drive H2 objectives and key results — owning progress tracking, cross-functional accountability, and risk management
- Serve as the primary operational partner to Product and Engineering, translating CX requirements into scalable product solutions and supporting automation implementation
- Maintain service delivery performance — monitor KPIs, manage escalations, oversee daily operations, and support workforce and capacity planning
- Serve as the executive presence within the DFW office, driving employee engagement, local leadership, and cross-functional coordination
- Oversee strategic initiatives, including DFW office renovation — managing project timelines, stakeholder alignment, and executive decision-making
- Support operational readiness across a complex, regulated financial services environment — coordinating across functions on service model implementation, operating procedures, and go-live readiness activities
- Present updates to executive leadership, maintain transparency on key initiatives, and escalate risks appropriately
The Ideal Match
- 10+ years in operations, client services, business operations, or platform leadership
- Executive leadership experience — prior experience reporting to or sitting within the C-suite
- Demonstrated track record leading large service organizations through growth and change
- Strong cross-functional influence skills — you can drive alignment without direct authority
- Excellent communicator; comfortable presenting to executives and representing a team at the leadership level
- Thrives in ambiguity; able to assess quickly, establish trust, and operate without a long runway
Bonus Points
- Experience in wealth management, RIA, Broker-Dealer, fintech, or comparable regulated financial services
- Prior interim or executive-in-residence experience
- Familiarity with advisor-facing platforms or service models
- DFW-based or willing to be on-site in a hybrid environment through the 12-week contract period
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
- Unlimited PTO
- Ready to disrupt wealth management? Let's talk!
Ready to disrupt wealth management? Let's talk!
