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 remote 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:

Location: US Locations Only