Folio Investing is looking for a Vice President of Digital Advice and Investment Solutions. The ideal candidate will be an experienced and entrepreneurial product leader with a proven track record driving and accelerating revenue growth through product development and client engagement and retention. This high influence, high impact role will own and be accountable for all aspects of Digital Wealth and Investment Solutions; business management, strategy and execution. The position is located in McLean, Va and reports to the Chief Retail Officer.
The VP of Digital Advice and Investment Solutions will address the general digital wealth management market segment including direct-to-consumer and business-to-business-to-consumer. This will include use of various product capabilities, features and functions for differing types of enterprises and clients.
The person in this role will be analytical, data-driven, creative, and collaborative. They will be relentless about understanding and meeting the needs of customers. Their role is both strategic and operational with several audiences and key initiatives happening simultaneously and moving at a fast pace. We are seeking someone who has the capability and willingness to roll up their sleeves, as well as provide vision.
In close partnership with marketing and sales leadership, this person will develop a strategy and roadmap for which clients’, use cases and enterprises are the best targets for adoption. The candidate will have design, UI/UX and marketing support capability and be able to assist our sales effort with enterprises and enterprise’s marketing efforts to their own customers.
This individual will lead by example, serving as Folio’s internal client expert. They will excel at guiding internal and external teams to solve complex problems, driving ideas to clarity from ambiguity and pushing teams to think differently from and beyond what already exists in the market to serve evolving client needs.
The successful candidate is expert in the core skills of product management - positioning, packaging, pricing, etc. They are equally strong as a strategist and a doer who thrives when they can collaborate with others and inspire those around. This candidate never settles for the status quo.
A strong desire to contribute immediately as well as build future capability is essential.