Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 14 hours ago

401k Operations Associate

Farther32 open roles

Where
Hybrid - Dallas, TX
Work mode
Hybrid
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen now401k Operations AssociateFarther · Hybrid - Dallas, TX

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Farther's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.1% of postings close within 7 days. Measured by our own scanner across the market. Farther postings stay open a median of 33 days.

Share of postings closed within
  1. 1.7%1 day
  2. 3.6%3 days
  3. 8.1%7 days
  4. 15.1%14 days
  5. 34.0%30 days
This job: posted 14 hours ago

Farther median: 33 days open

The posting

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!

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Farther's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Farther's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Farther's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.