🕒 yesterday
Own clinic rota planning, workforce system administration, and staffing reporting to maintain target coverage, resolve gaps, and give clinic and market leaders reliable data for staffing decisions.
Advisor Business Development Coordinator
📅 Jan 20
Logistics CoordinationCalendar ManagementSales Process ExecutionContract Coordination
📜 Description
- Coordinate Discovery Day logistics end-to-end, delivering a seamless and memorable candidate experience.
- Manage calendars and meetings for leadership, protecting time for high-impact work.
- Facilitate the sales process execution by tracking candidates through the pipeline.
- Coordinate offers and contracts in partnership with HR and Finance, driving deals to close.
- Book travel and manage logistics for team events and candidate visits.
- Serve as the operational hub across Advisor Recruiting, HR, and cross-functional partners.
🛠️ Requirements
- Experience in financial services, wealth management, or fintech
- Background in recruiting coordination or sales support
- Interest in growing into a chief of staff or senior operations role
- Familiarity with CRM tools and reporting
✨ Benefits
- 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
Full job description
Company Description
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 looking for an Advisor Recruiting Coordinator to run the operational engine of our Advisor Business Development team. You'll own the coordination and logistics that keep our recruiting machine moving—from Discovery Days to contract execution to making sure leadership is focused on the highest-leverage activities. This is a role for someone who's highly organized, proactive, and wants to grow into a chief of staff or senior operations function as we scale.
Your Impact
- Coordinate Discovery Day logistics end-to-end, delivering a seamless and memorable candidate experience
- Manage calendars and meetings for leadership, protecting time for high-impact work and ensuring the right people are in the right rooms
- Facilitate the sales process execution—tracking candidates through the pipeline and ensuring nothing falls through the cracks
- Coordinate offers and contracts in partnership with HR and Finance, driving deals to close
- Book travel and manage logistics for team events and candidate visits
- Serve as the operational hub across Advisor Recruiting, HR, and cross-functional partners
- Proactively identify inefficiencies and implement solutions before being asked
The Ideal Match
- 1-3 years in a coordinator, executive assistant, or operations role—ideally supporting a sales or recruiting function
- Exceptionally organized with sharp attention to detail
- Proactive problem-solver who takes ownership and doesn't wait to be told what to do
- Strong communicator—written and verbal—who can work effectively with leadership and external candidates
- Comfortable juggling multiple priorities in a fast-paced environment
- Technically curious and quick to learn new systems (HubSpot, Greenhouse, Google Suite, etc.)
- High EQ and professionalism when interacting with advisor candidates
Bonus Points
- Experience in financial services, wealth management, or fintech
- Background in recruiting coordination or sales support
- Interest in growing into a chief of staff or senior operations role
- Familiarity with CRM tools and reporting
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!
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