Are you ready to build and lead an operations team that supports software for professional wealth managers? Can you put out fires and build scalable processes at the same time? This is a key role in an early stage startup that competes with industry giants.

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
• 20+ employees, 50% are remote, grew 100% over 24 months
• Exciting early-stage startup, well funded, adding 2 new clients each month
• Passionate and excited about great software and making our clients happy

What will you do at this job?

• Work with financial data from many custodians, brokers and legacy accounting systems.
• Work with sales team to assist in pre-sales for key prospects.
• Support large investment advisor and wealth manager clients who have high expectations.
• Hire, fire and manage 2-4 person team which we expect to double in size in 2020.
• Analyze and solve problems like why transactions are not impacting balances correctly, why account data does not match, etc.
• Build relationships with our larger clients and assist executive team with relationship management.
• Track and communicate project timelines and updates to ensure relevant stakeholders are aligned throughout project delivery.
• Build process and procedure, evaluate new technology tools, prepare us to scale.

What qualifications will help me be successful at FinFolio?

• 3+ years directly managing a team of employee
• 3+ years' experience doing consulting and project management in a client-facing operations/implementation role
• Knowledge of financial services industry (bonus for trading and wealth advisory operations experience) 
• Familiarity with project management and analysis tools such as Asana, Microsoft Project, etc
• Familiarity with project management tools such as TaskRay, Trello, etc
• Must be data-driven, detailed oriented and able to multi-task
• Demonstrate high levels of professionalism, sound judgement, and emotional intelligence

What tools do we use?

• Hangouts 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

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 + unlimited paid time off + 401K match
• Interact with interesting and successful financial advisor clients
• Fun co-working office in Denver RINO:
  https://www.denver.org/about-denver/neighborhood-guides/river-north-art-district/