FOLIOfn is a clearing brokerage as well as a financial services and technology firm offering the next generation of investing after mutual funds and Exchange-Traded Funds (ETFs). FOLIOfn provides a patented platform allowing money managers, advisors and individual investors to economically create and manage diversified portfolios, and manage an advisory business and/or pursue individual investing.
FOLIOfn is looking for professional Project Managers who, working with others, will help create, design and drive the business requirements and product development process for our advisor and retail products and services from initial concept to implementation. Sample projects include portfolio performance calculations, unique and alternative trading concepts and offerings, specialty margin services, etc.
The ideal candidate will have a proven track record of defining, designing, and implementing both complex and simple investing services and products for Registered Investment Advisors and individual investors. You should know about and be able to compare and contrast the tools advisors use to provide outstanding value to their clients, and how to improve those tools and add new ones. Additionally, you should have deep experience within the securities brokerage industry with a specialization in complex brokerage and trading software applications. To be successful in this role, you must excel at hands-on, detail-oriented business analysis and product and project management. Additionally, you will have a demonstrated ability to think strategically about product and business issues. An excellent ability to work collaboratively with clients and cross-functionally within organizations is necessary. Strong writing skills are desirable. A Bachelor*s degree is required; an MBA is desirable. Technical degree is preferred.
Founded by former U.S. Securities and Exchange (SEC) Commissioner Steven M.H. Wallman, FOLIOfn has grown into one of the largest brokerages by number of trades handled in the U.S. Forbes magazine named FOLIOfn the *Best of the Web* for alternative investing.
We are steadily growing and offer competitive salaries, generous benefits including: health insurance (medical, dental, vision), flexible spending accounts, LTD, Life insurances as well as a 401k.
FOLIOfn is proud to be an Equal Opportunity Employer M/F/D/V.
If you wish to apply for this position, please email your resume (in word format) to recruiting@FOLIOfn.com along with your salary requirements. Place the job title in the subject line of your email. For more information, please visit www.folioinvesting.com
Location: McLEAN, VA
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
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