Who is FinFolio?

• We make wealth management simpler!
• A SaaS solution that is the backoffice for professional wealth managers
• Our software reports, trades, and bills investment accounts
• Founded in 2008, we recently re-launched our product to rave reviews
• About 20 employees, 50% are remote, growing quickly
• Exciting early-stage startup, adding 2+ new wealth management firms a month
• Passionate and excited about great software and making our clients happy

What will you do at this job?

• You are responsible for getting brand new clients up and running on FinFolio
• Manage a team of employees that convert data, and train clients
• Manage the client project timelines and schedule internal resources
• Communicate with clients and set realistic expectations
• Work with the executive team to manage client relationships
• Configure the software for new clients to report, bill and trade
• Identify implementation roadblocks and find workarounds 
• Implement new clients by converting data from their old portfolio management software
• Train new team members
• Write documentation and design processes to continually improve
• Maintain KPIs and statistics for internal performance tracking

What qualifications would help me be successful at FinFolio?

• Familiar with market operations (Exchanges, stocks, bonds, etc.)
• Project management experience
• Prior experience with onboarding and financial data conversions
• Ability to talk high-level with clients and executives
• Must be tech savvy, able to write scripts and use macro languages
• Finance degree, Series 63 or equivalent experience
• Would be a plus to know FTP, SQL, DOS Batch, or REST APIs

 What tools do we use?

• Sococo for video, telepresence and meetings
• Slack for intra-office communication
• GMail for communication with clients and data vendors
• Zenefits for HR and payroll
• Google Drive for documents, spreadsheets, etc.
• Hubspot for contact management and help desk (soon)

Why should you work here?

• Work with a team that is excited and passionate about what they do
• Help support an amazing, best-in-class product that is fun to use
• Competitive salary + health/dental + paid time off + 401K match
• Interact with interesting and successful financial advisor clients
• A fun co-working office in Denver RINO:
  https://www.denver.org/about-denver/neighborhood-guides/river-north-art-district/