FOLIOfn, Inc.

  • VP of Marketing

    Job Locations US-VA-McLean
    Posted Date 1 month ago(2/8/2019 4:32 PM)
    Job ID
    # of Openings
  • Overview



    The  VP OF MARKETING will be part of the executive management team of Folio Financial, a respected and well established financial services technology firm providing high-quality, customized investment management services to institutional clients, retail customers and specific niche markets.  The firm is located in the Washington DC area and serves clients on a national basis.  The firm is independently owned.

    This firm offers a significant career opportunity coupled with competitive salary, strong incentives, an excellent array of benefits, and an equity opportunity.


    Successful candidate will be someone who is creative, has and builds significant relationships, and uses those relationships to attract both institutional clients and retail customers who will benefit from the leading edge platform of services and support offered by the firm.




    Key deliverables:

    • Develop and direct the go-to-market strategy for the brand and retail and institutional offerings
    • Manage and implement all marketing projects including launches, collateral, customer communications, PPC/online campaigns, multimedia and events/conferences
    • Manage the strategy and creation of all internal and external communications, branding, website content, public relations, social media and marketing campaigns with a focus on acquisition and retention strategies
    • Develop and manage marketing communications materials for the company’s partners to assist them in reaching investors for the company’s platform
    • Assist the CEO and others in connection with public policy initiatives as they relate to the business of the company



    • 12+ years of marketing experience in the brokerage, advisor, and/or investment product area and relationships with the financial press
    • Expertise and deep background in earned media and marketing communications (including social media), marketing/sales promotion, interactive marketing, copywriting and technical writing
    • Experience with SEO, Social Media, Reputation Management, Pay-per-Click and Affiliate Marketing
    • Compliance knowledge of financial services communications
    • Analytical abilities for assessing and improving key metrics across multiple marketing vehicles
    • Strong managerial skills including P & L responsibility
    • Bachelor's degree in marketing, business or equivalent experience; MBA preferred


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