Revenue Operations Associate - Advisor Business Development
Farther(26 days ago)
About this role
The Revenue Operations Associate at Farther supports the Advisor Business Development team by maintaining CRM infrastructure and ensuring recruiting operations run smoothly. This high-impact, high-visibility role is based at a fast-scaling RIA and offers a path to broader operations or chief of staff responsibilities as the company grows.
Required Skills
- HubSpot
- CRM Architecture
- Workflows
- Automations
- Reporting
- Dashboards
- Pipeline Management
- Contract Management
- Process Improvement
- Recruiting Operations
+6 more
About Farther
farther.comFarther is a modern wealth management firm that combines experienced human advisors with a data‑driven platform to deliver comprehensive financial planning and investment management. They help individuals and families put their money to work through personalized plans, portfolio construction, and ongoing advice. Farther emphasizes evidence‑based investing and accessible advisor relationships to simplify complex, multi‑generational financial decisions. The company positions itself as “the new era of wealth management,” blending expertise and technology to set a higher standard in planning.
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