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FOLIOfn Jobs in Virginia

8 jobs

The Compliance Professional will be a leader in operating and enhancing a compliance program for a self-clearing broker-dealer that provides on-line services to self-directed retail customers and a platform for servicing clients of registered investment advisors and customers introduced to the firm by unaffiliated introducing broker-dealers. The Compliance Professional also may perform compliance ...
Folio Investing is looking for an IRA Specialist who will, under general supervision, provide IRA business services to our customers, including assisting with death claims and related internal asset transfers. The successful candidate will support clearing broker dealer operations including ACATS, Trade Processing, and Cash Disbursement as they relate to IRA accounts and process on a daily basis I...
The Marketing Communications Project Manager will coordinate the implementation of a wide variety of marketing and communications projects for Folio Institutional, Folio Investing and VIA Folio brand products and services. Responsibilities/Essential Functions: Serve as the lead project manager to oversee documentation, scheduling, development, benchmarking, implementation and analysis. Work clo...
Client Service Representative Folio Investing is seeking a Series 7 Licensed Institutional Client Services Representative to join our world-class customer service department - may be willing to sponsor the license for qualified candidates! (Minimum of 2 years client service or support experience in retail brokerage or at an investment firm) Responsibilities: Provide member service and support t...
The Interactive Media Designer will conceptualize and design world-class, audience-centric experiences that drive engagement. Successful candidate will possess traditional and digital media design expertise and experience in creating outstanding deliverables that incorporate best-in-class marketing and usability principles. Responsibilities: Create professional print and digital media that meet ...
Folio Investing is currently seeking a results-oriented Chief Marketing Officer responsible for managing all Marketing functions to include the Vision, Strategy and Development of Folio’s communications through digital and traditional marketing. The Chief Marketing Officer will lead, develop, implement and manage creative, integrated marketing communications and earned media efforts, as well as bu...
Our engineering team is growing! FOLIOfn, Inc.is a unique technology-oriented financial services firm giving investors the ability to inexpensively create and manage diversified portfolios. We are looking for superstars to help us build and enhance our next generation trading platform. This is a rare opportunity to participate in the design and construction of a modern high-throughput transaction...
The UI/UX Designer is responsible for defining and designing a world-class user experience across all web-based applications and consumer electronics devices. Responsibilities: Work with domain experts, marketing, product /project management, software engineering, and other teams across FOLIOfn to define, design, and specify customer needs, motivations and behaviors and translate them into sound...