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.
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
- 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)
- Demonstrated success moving from consulting to hands-on implementation of large-scale operational initiatives
- 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
- 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
- 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
Top Skills
Farther San Francisco, California, USA Office
345 California Street, San Francisco, CA, United States, 94105
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