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

The billing team is responsible for developing and executing the billing process for all of the services we provide to our advisory clients. As a Billing Associate, you will ensure timely and accurate processing of monthly and quarterly billing cycles while driving continuous improvement of our billing operations. The ideal candidate combines a strong understanding of financial transactions, excellent analytical capabilities with the ability to support both advisors and internal stakeholders in delivering an exceptional billing experience.

Your Impact

Lead end-to-end execution of billing cycles, including custodian uploads, fee analysis, and adjustment processing with highest accuracy standards
Build and maintain strong relationships with advisors, providing proactive support and clear communication on billing matters
Analyze complex billing scenarios and develop effective solutions for unique client situations
Drive operational efficiency through process improvement initiatives and automation recommendations
Partner with custodial firms to resolve account-related challenges and ensure seamless billing operations
Monitor billing accuracy and completeness, identifying and addressing discrepancies proactively
Contribute to special projects aimed at scaling our billing capabilities and enhancing client experience
Maintain detailed documentation of billing procedures and best practices

The Ideal Match

Bachelor's degree with 2+ years of experience in financial services billing or related role, or equivalent experience
Strong analytical mindset with exceptional attention to detail and problem-solving abilities
Experience manipulating and analyzing large datasets using Excel or similar tools
Demonstrated ability to manage multiple priorities while maintaining accuracy and meeting deadlines
Excellence in written and verbal communication, with ability to explain complex billing concepts clearly
Self-starter mentality with proven track record of process improvement initiatives
Proficiency in financial software systems and advanced Excel skills
Ability to thrive in a fast-paced environment and adapt to changing priorities
Strong team player with professional demeanor and client-service orientation

Bonus Points

Experience with major custodians (Charles Schwab, Fidelity, Pershing)
Understanding of wealth management operations and client service workflows
Knowledge of financial industry compliance requirements and billing regulations
Background in process automation and system optimization
Previous experience in a high-growth fintech environment

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