FOLIOfn, Inc.

Vice President of Enterprise Sales

1 month ago
Job ID
# of Openings


Folio Institutional is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Turnkey Asset Management Programs, Broker/Dealers, Third Party Administrators and Credit Unions. The company is able to leverage the capital, resources and expertise of the FOLIOfn, Inc. organization. This includes access to a comprehensive set of products and services, innovative investment tools and reporting, an integrated brokerage and trading platform, and dedicated client service professionals - all designed to help its clients thrive by growing their businesses, more effectively meeting customer needs, and enhancing operational efficiency and profitability.


We are looking for an experienced Vice President of Enterprise Sales to join our team covering the bank, trust and credit union channels.


The successful candidate will have an established network/rolodex of C-suite contacts within the Bank, Trust, and Credit Union channels and must have a proven track record of successfully selling FinTech, clearing and custody solutions to large enterprises.  The candidate must have a demonstrated desire to win new business 




  • Meet/exceed specified asset growth and new client goals
  • Understand and effectively communicate Folio Institutional's value proposition to prospects and centers of influence
  • Partner with the other Folio businesses to help introduce a full line of Folio products, services and capabilities to prospects. 
  • Manage territory effectively; Submit weekly status reports, Travel and Expense reports timely and accurately
  • Develop an understanding of the prospects business through profiling and determine if Folio products and services can add value to the prospects business
  • Partner with Inside Sales, Relationship Management and Implementation teams on lead generation activities and on-boarding of new relationships
  • Understand and utilize pricing model for profitability
  • Leverage and partner with internal and external teams



  • 10+ years of enterprise sales experience in FinTech, clearing and custody solutions to Banks, Trust Companies and Credit Unions
  • FINRA Series 7 and 63 securities licenses       
  • Proven ability to manage a long and complex sales cycle
  • Proven ability to be successful with clients and prospects in face-to-face meetings, phone based relationships and via email
  • Proven quantifiable results (net flows, assets, revenue) working at a strategic level with Credit Unions, Banks and Trust companies
  • Deep domain expertise in the Bank/Credit Union channel and Folio's competitors, including high level of competitive intelligence about key competitors' product offerings and how the Folio offering compares
  • Strong communicator with outgoing approach to proactively create client interactions
  • Strong multi-tasking, project management and organizational skills with ability to manage and follow up on a 30-60-90 day activities plan documented and maintained on SalesForce CRM
  • Bachelor’s degree is required, MBA preferred 


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