---
title: '401k Operations Associate at Farther'
canonical: 'https://feeny.ai/job/401k-operations-associate-farther-dallas-he9dd44129cw'
type: 'job'
last_seen: '2026-10-16'
---

# 401k Operations Associate at Farther

- **Company:** Farther
- **Location:** Dallas, TX
- **Work type:** hybrid
- **Posted:** 2026-10-06
- **Last confirmed live:** 2026-10-16
- **Apply:** https://job-boards.greenhouse.io/fartherfinance/jobs/4740893005

## 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

As our 401(k) Operations Associate, you'll be the operational backbone behind Farther's retirement plan advisors and our Senior 401(k) Specialist. You will partner with our advisors to help them lead the relationships with plan sponsors, investment committees and participants. You'll also have a hand in building the processes that let Farther's 401(k) services scale as the business grows.

## Your Impact

- Support advisors in delivering the ongoing service experience for their 401(k) plans.
- Prepare investment committee materials for advisors: fund scorecards and comparisons, fee benchmarking, participant enrollment, plan health and demographic data, and IPS reviews.
- Carry out follow-up from IC meetings:
- Track action items through to completion.
- Communicate approved fund and plan design changes to recordkeepers.
- Monitor implementation and confirm that changes were processed correctly.
- Coordinate platform capabilities with the advisor.
- Distribute and maintain required plan documents, including 408(b)(2) disclosures, Summary of Services, IPS and IC Charter. Keep accurate records of all plan documentation, communications and transactions.
- Work service issues with recordkeepers and TPAs to completion.
- Prepare quarterly advisory fee billing, reconcile it against platform balances, and follow up on discrepancies.
- Support advisors and the Senior 401(k) Specialist with prospect analysis, including fee benchmarking, fund scorecards, and proposal materials.
- Support onboarding by tracking Retirement Plan Service Agreements and Form ADV, submitting platform documents, and setting up billing.
- Manage the internal logistics of moving plans onto the Farther platform.
- Co-craft workflows, checklists, templates, and timelines with advisors and the Senior 401(k) Specialist.

The Ideal Match

- 4+ years in financial services, including 3+ years of hands-on retirement plan servicing at a recordkeeper, TPA or retirement plan-focused RIA.
- Direct experience with at least two major recordkeeping platforms (e.g., Fidelity, Empower, Schwab, Ascensus, Voya, etc.) and their sponsor and advisor portals.
- Working knowledge of plan operations: contribution processing, distributions and loans, fund changes and mapping, fee disclosures, and the annual compliance and testing calendar.
- Familiarity with common ERISA/fiduciary issues retirement plans encounter, e.g., fiduciary status determination, non-discrimination testing failures, etc.
- Strong Excel skills and comfort working in a CRM (HubSpot preferred).
- Clear, professional written communication with sponsors, vendors, and advisors.

Bonus Points

- Experience with RPAG (strongly preferred) or Fi360.
- CRPS, QKA, CPFA or another retirement plan designation (preferred, not required).
- Experience with advisory fee billing and reconciliation.
- Background supporting participant education or financial wellness programs.
- A track record of supporting multiple advisors
- Experience in a growing firm or startup environment.

## Why Join Us

- Competitive compensation package that rewards impact
- A collaborative team of experienced advisors and technologists
- The chance to help build Farther's 401(k) services as the business grows
- Full health benefits, plus 401(k) matching and Roth options
- Unlimited PTO

Ready to disrupt wealth management? Let's talk!

## About Farther

## Company Overview
- **One-liner**: Farther is an intelligent wealth management platform that combines proprietary technology with expert financial advisor guidance to unlock greater wealth for clients.
- **Entity Type**: Private (Series C, $118M total funding)
- **Headquarters**: New York, New York, United States
- **Founded**: 2019
- **Founders**: Brad Genser (Co-Founder & CTO), Taylor Matthews (Co-Founder & CEO)

## Core Business
- **Primary industry**: Wealth Management / Financial Services
- **Target customers**: High-net-worth individuals (B2C) and financial advisors (B2B); serves both clients directly and partners with wealth managers.
- **Mission or purpose**: To build the future of wealth management by marrying cutting-edge technology with human expertise, delivering a seamless, tax-intelligent, and personalized wealth experience.

## Products & Services
- **Intelligent Wealth Platform**: A proprietary, all-in-one wealth management platform that provides tax-intelligent solutions, access to private markets, portfolio customization, cash management, centralized document hub, and streamlined collaboration between clients, advisors, CPAs, and attorneys. (SaaS / Platform)
- **Farther Asset Management**: In-house investment products and managed portfolios, alongside offerings from BlackRock, Vanguard, and Fidelity.
- **Wealth Advisory Services**: Personalized financial planning and investment management delivered by experienced advisors powered by the platform.

## Market Standing
- **Valuation**: Not publicly disclosed
- **Key Metric**: $23B in recruited assets (as of May 2026, proprietary data) [farther.com](https://www.farther.com/); annual revenue of $13.1M (LinkedIn estimate) [linkedin.com](https://www.linkedin.com/company/fartherfinance)
- **Total Funding**: $118M across multiple rounds, including a $72M Series C led by Viewpoint Ventures and CapitalG (Google’s growth fund) in October 2024 [linkedin.com](https://www.linkedin.com/company/fartherfinance)
- **Notable Investors/Partners**: Lightspeed Venture Partners, Viewpoint Ventures, CapitalG
- **Growth Signals**: Named #1 fastest-growing financial services firm in the US by Inc. 5000 (2025) with 11,968% revenue growth over three years; 358 employees (+65.1% YoY); over 200 wealth managers and 19,000+ clients; acquired SignalPoint Asset Management in January 2025; opened offices in San Francisco, Dallas, and Irving [farther.com](https://www.farther.com/) | [linkedin.com](https://www.linkedin.com/company/fartherfinance) | [builtin.com](https://builtin.com/company/farther)

## Competitive Advantages
- **Proprietary technology**: A custom-built Intelligent Wealth Platform that eliminates the pain points of legacy systems — offering tax optimization, automated data reconciliation, and execution intelligence.
- **Advisor-centric model**: Frees advisors from administrative burdens (90% of advisor time spent on client wealth-building, not admin) to focus on strategic guidance, leading to 3x organic advisor growth vs. industry average [farther.com](https://www.farther.com/).
- **Tax-intelligent investing**: Built-in tax optimization that aims to improve after-tax returns by ~1-3%.
- **Access to private markets**: Curated alternative investments typically unavailable to individual investors.

## Strategic Focus
- **Scaling the advisor network**: Actively recruiting wealth advisors and expanding remote/hybrid teams across the US.
- **Technology leadership**: Continuing to invest in AI-native data platform, mobile engineering, and product design to enhance the platform’s intelligence and user experience.
- **Product expansion**: Growing Farther Asset Management and adding new investment products, including quantitative portfolio management.
- **M&A**: Pursuing strategic acquisitions (e.g., SignalPoint Asset Management) to accelerate growth and capabilities.

## Why Work Here
- **Culture**: Collaborative, innovation-driven environment with a focus on raising the bar in client experience. Values include collaboration, innovation, and integrity [farther.com](https://www.farther.com/about-us).
- **Work model**: Hybrid and remote options available depending on role. Offices in New York (HQ), San Francisco, Dallas, and Irving, Texas. Flexible on-site expectations [builtin.com](https://builtin.com/company/farther).
- **Growth and impact**: Rapidly scaling company (#1 fastest-growing financial services firm) offering significant career advancement opportunities. 43 open positions as of mid-2026 across engineering, design, wealth management, marketing, compliance, and more [greenhouse.io](https://boards.greenhouse.io/fartherfinance).
- **Engineering culture**: Strong emphasis on proprietary technology; product + tech team of ~60 employees. Roles include AI-native data platform engineers, senior/staff software engineers, and mobile engineers working on cutting-edge fintech.
- **Perks**: Not explicitly detailed in search results, but the company highlights top-tier talent, executive coaching, and performance management as part of the employee experience.

## Sources
1. [farther.com](https://www.farther.com/) – Company homepage and platform details
2. [farther.com/about-us](https://www.farther.com/about-us) – Leadership, mission, and culture
3. [linkedin.com](https://www.linkedin.com/company/fartherfinance) – LinkedIn company page (financials, funding, headcount, acquisitions)
4. [builtin.com](https://builtin.com/company/farther) – Built In profile (offices, perks, employee count)
5. [greenhouse.io](https://boards.greenhouse.io/fartherfinance) – Careers page (open roles, departments)

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- [Advisor Business Development Associate,](https://feeny.ai/job/advisor-business-development-associate-farther-dallas-q7j1jep41bdv) — Dallas, TX
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