Avatar for Farther Finance
Farther Finance
Actively Hiring
High-touch wealth management meets modern technology
  • B2C
  • Growth Stage
    Expanding market presence
  • Top Investors
    This company has received a significant amount of investment from top investors
  • +1

HR Business Partner, Client & Advisor Experience

Reposted: 3 months ago
Job Location
Visa Sponsorship

Not Available

RelocationAllowed
Hiring contact
Erin Brown
Employee
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About the job

The Role

Farther's Client Experience and Advisor Experience teams are the engine behind our advisor and client relationships — and it's growing fast. As HRBP for these orgs, you'll be the dedicated people partner embedded in our Irving, TX office, working closely with CX and AX leaders to build a team culture that's as strong as the client experience we deliver.

This isn't a passive HR support role. You'll own employee relations, coaching, and — most importantly — the training and development programs that help our managers level up. You'll be the in-person HR presence our Dallas team actually relies on, and a key partner to CX and AX leadership as they scale.

Your Impact

  • Serve as the primary people partner for Farther's Client Experience and Advisor Experience teams, providing hands-on support for employee relations, coaching, and conflict resolution
  • Build and own a manager training and development program focused on elevating entry-level team members and developing managers within the CX and AX teams
  • Be the in-person HR resource in our Irving, TX office — someone employees and managers can walk up to with real questions and concerns
  • Partner with CX and AX leadership (including leaders overseeing advisor experience, client transitions, and client experience) on people strategy, headcount planning, and organizational development
  • Support performance management processes including goal-setting, reviews, and performance improvement in partnership with the Head of People
  • Help drive engagement and culture initiatives, with a lens toward how our CX and AX teams shows up for each other and for the business
  • Collaborate with the broader People team on companywide programs, sharing learnings and best practices from the CX and AX orgs

The Ideal Match

  • 4–7 years of HR experience with meaningful time in a generalist or HRBP role supporting a specific business unit or client group
  • Strong employee relations chops — you're comfortable handling complex, sensitive situations with professionalism and sound judgment
  • Experience building or delivering manager training programs, especially for first-time or developing managers
  • High EQ and a communication style that earns trust quickly across all levels of an organization
  • Comfortable being the only HR person in the room (and in the office) — you operate independently and know when to escalate

Bonus Points

  • Experience supporting a CX, client services, or operations team in a high-growth environment
  • Familiarity with the financial services or wealth management industry — or curiosity about it
  • Experience with Rippling, Lattice, or similar HRIS/performance management platforms
  • Background in learning and development, facilitation, or instructional design

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!

About the company

Farther Finance company logo

Farther Finance

Actively Hiring
High-touch wealth management meets modern technology501-1000 Employees
Company Size
501-1000
Company Type
Financial Institution
Company Type
Consumer Financial Services
  • B2C
  • Growth Stage
    Expanding market presence
  • Top Investors
    This company has received a significant amount of investment from top investors
  • Valuation $500M+
    This company has a valuation of $500M or more
Learn more about Farther Finance image

Funding

AMOUNT RAISED
$118M
FUNDED OVER
3 rounds
Rounds
C
$72000000
Series C - Oct 2024+2

Perks

Healthcare benefits
Retirement benefits
Parental leave
Equity benefits
Remote friendly
Generous vacation
Commuter benefits
Professional development
Company events
Volunteer opportunities

Founders

Brad Genser
Founder & CTO • 7 years
New York
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Taylor Matthews
Founder & CEO
San Francisco
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View the team image