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 25 employees, 50% are remote, grew 100% over 24 months
• Exciting early-stage startup, adding a new client every 12 days
• Passionate and excited about great software and making our clients happy

What will you do at this job?

• Discuss investments and software functionality with wealth manager clients.
• Provide technical support by resolving issues and questions by phone and email.
• Give webinars and 1-on-1 training to clients.
• Implement new clients by converting data from their old software.
• Assist in testing products with new software releases.
• Help troubleshoot software bugs and work with development team to make fixes.
• Build processes and procedures to help new team members.
• Write and maintain documentation and articles about software functionality.

What qualifications would help me be successful at FinFolio?

• Familiar with market operations (Exchanges, stocks, bonds, etc.)
• Excellent written and verbal communication skills in English
• Must be reliable and self starting, with a strong attention to detail
• Based in the USA, with a quiet home office and fast internet
• 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
• Training and visits to our fun co-working office in Denver RINO:
  https://www.denver.org/about-denver/neighborhood-guides/river-north-art-district/