Revenue Operations Associate - Advisor Business Development

Farther•Dallas, TX

About The Position

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. We're looking for a Revenue Operations Associate to be the operational backbone of our Advisor Business Development team. You'll own our CRM infrastructure and reporting while also driving the day-to-day execution that keeps our recruiting engine running smoothly. This is a high-impact, high-visibility role for someone who's equal parts systems thinker and doer, with a path to grow into a broader operations or chief of staff function as we scale.

Requirements

2-4 years in sales operations, business operations, recruiting operations, or a high-performing coordinator/chief of staff role
HubSpot experience strongly preferred—you know your way around workflows, reports, and CRM best practices
Highly organized with exceptional attention to detail
Proactive and resourceful—you see what needs to be done and do it without waiting to be asked
Strong communicator who can work effectively with leadership and cross-functional teams
Technically curious—comfortable learning new systems and leveraging tools like AI to work smarter
Thrives in fast-paced environments where priorities shift and no two days look the same

Nice To Haves

Experience in financial services, wealth management, or fintech
Background supporting sales or recruiting teams
Familiarity with additional tools (Salesforce, Greenhouse, Rippling, etc.)
Interest in growing into a chief of staff or senior operations role

Responsibilities

Own HubSpot CRM architecture—designing properties, pipelines, workflows, and automations that eliminate manual work
Build dashboards and reports that give leadership real-time visibility into pipeline health and recruiting performance
Manage the operational flow of offers and contracts in partnership with HR and Finance
Identify process bottlenecks and proactively implement solutions before being asked
Serve as the connective tissue across Advisor Recruiting, HR, and other cross-functional partners