---
title: 'Billing Associate at Farther'
canonical: 'https://feeny.ai/job/billing-associate-farther-dallas-70zcszkgbryz'
type: 'job'
last_seen: '2026-10-30'
---

# Billing Associate at Farther

- **Company:** Farther
- **Location:** Dallas, TX
- **Work type:** hybrid
- **Posted:** 2026-10-23
- **Last confirmed live:** 2026-10-30
- **Apply:** https://job-boards.greenhouse.io/fartherfinance/jobs/4746504005

## 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

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

## 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)

## Other roles at Farther

- [Client Relationship Manager, Wealth Advisory](https://feeny.ai/job/client-relationship-manager-wealth-advisory-farther-remote-7ham1mhf1fs4)
- [Advisor Business Development Associate](https://feeny.ai/job/advisor-business-development-associate-farther-new-york-tth211rhck7w) — New York, NY
- [Director, Advisor Business Development](https://feeny.ai/job/director-advisor-business-development-farther-new-york-awngnkx06mpw) — New York, NY
- [Business Intelligence Asscoaite](https://feeny.ai/job/business-intelligence-asscoaite-farther-new-york-4xncg7s0wgdm) — New York, NY
- [Business Development Specialist - Association Sales & Outreach](https://feeny.ai/job/business-development-specialist-association-sales-outreach-farther-remote-pwdtd5yw1sj2)
- [401k Operations Associate](https://feeny.ai/job/401k-operations-associate-farther-dallas-he9dd44129cw) — Dallas, TX
- [Senior Financial Planner](https://feeny.ai/job/senior-financial-planner-farther-dallas-x9xhne97yyb1) — Dallas, TX
- [Senior Agentic Engineer](https://feeny.ai/job/senior-agentic-engineer-farther-dallas-eqfr7tbb9r1a) — Dallas, TX
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- [Client Relationship Associate](https://feeny.ai/job/client-relationship-associate-farther-destin-pyzggkgxcrbs) — Destin, FL