About the Company

FOLIOfn is a financial services and technology firm offering the next generation of investing after mutual funds and Exchange-Traded Funds (ETFs) and is unparalleled in what we offer investors.​  FOLIOfn provides a patented platform allowing investors to economically create and manage a diversified portfolio, what we call “Folios”.​ We offer these services to financial services firms, investment advisors, and individual investors.​

Folios are a cost-effective way for investors to create and manage a portfolio of securities, including stocks, mutual funds, and ETFs.​ With a single click of the mouse, investors can create and manage multiple folios and trade them, up to twice a day, as a combined order.​  Rather than paying a commission on each individual trade, or paying a percentage of the total portfolio to a fund, using Folios can greatly reduce expenses.​ Using listed securities, actively managed mutual funds, index funds, ETFs and other securities, investors can purchase entire portfolios in a single transaction with no minimum, investing by dollar amount or number of shares.​

Position Summary

The Marketing Manager is responsible for Folio Investing’s partnership and affinity marketing activities.​ This position will be responsible for creating, implementing and managing marketing activities in order to increase customer acquisition and revenue for this business.  This is a strategic role that requires experience in cross-channel marketing, and is designed for someone who is comfortable in taking a hands-on approach to executing marketing efforts, creating marketing messaging and developing collateral.  In addition, this position will be an important part of the marketing team and will have the opportunity to participate in shaping the overall marketing for the company and to become involved in direct retail as well as institutional and other marketing efforts.

Responsibilities/​Essential Functions

• Define and manage a partnership marketing plan and implementation strategy in order to drive revenue growth
  
• Develop and implement actionable and measurable marketing initiatives that increase customer acquisition through our partners
  
• Develop ongoing marketing communications to retain and grow customers
  
• Creation of marketing collateral, including materials to support business development efforts
  
• Use analytical approach to assess programs and make data-driven decisions.
  
• Work within and monitor budgets. Set and report against goals
  
• Work closely with Folio Investing’s Management team including Public Relations, Customer Service, Sales and others to improve revenues using innovative techniques

Knowledge:

• Marketing professional with at least 4-5 years of progressive experience in acquisition marketing and campaign development
  
• Experience in writing copy for acquisition channels and marketing web content
  
• Experience with data driven marketing tests that lead to significant and measureable business outcomes
  
• Strong analytical skills and ability to manipulate/​analyze large amounts of data.
  
• Advanced experience with Excel and other data/​analytic tools
  
• Experience in working with Creative Department & IT on creation of web content and marketing collateral

Skills/​Abilities:

• Ability to multi-task and have high attention to detail while comprehending complex scenarios, stay focused and meet tight deadlines

• Ability to influence and implement marketing programs through key partners
  
• Ability to successfully work across organization with various departments to achieve goals

• Ability to effectively manage time and projects
  
• Flexibility to successfully deal with changes in the working environment and be comfortable in an independent role while working as part of a team
  
• Experience within financial services industry preferred
  
• Experience with partnership marketing preferred
  
• Track record of success influencing and working in a fast-paced environment
  
• Excellent written and verbal communication skills

Position Requirements:

• Bachelor’s degree in marketing/business, MBA preferred
  
• 4-5+ years of marketing management experience.

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 in April 2007.​  For more information, please visit www.​folioinvesting.​com

We are steadily growing and offer competitive salaries and generous benefits including: health insurance (medical, dental, vision), flexible spending accounts, LTD, Life insurances as well as a 401k.​

If you wish to apply for this position, please email your resume (in word format) to recruiting@​folioinvesting.​com along with your salary requirements.​ Place the job title in the subject line of your email.​

Local candidates only.  Will not consider third party resumes or consultants.

FOLIOfn is proud to be an Equal Opportunity Employer M/F/D/V.