Join a winning team.

If you are looking for a rewarding environment in which to build your career, and you have skills and experience suited to working in the fast-paced financial technology industry, we encourage you to explore our current job openings. FolioDynamix prides itself on hiring strong people with the motivation to work as part of a winning team.

We are always looking for talented people. If you have a unique skill set in the wealth management technology and advisory market and are interested in a career at FolioDynamix, email us at careers@foliodx.com.

Current Openings:

Senior Vice President, Business Development – New York, NY – FolioDynamix is embarking on an ambitious business development strategy, including launching several new large clients and expanding numerous client relationships. The candidate for this role will be responsible for building relationships with new and existing prospects, the signing of new business to fill a sales booking quota, working through the client contracting process with the legal team and CFO, and aiding in the client communications during the implementation process.  Download the position overview PDF for a complete description of this position and its required qualifications. pdf FolioDynamix SVP Business Development - New York, NY (pdf) 116.23 kB

 FolioDynamix Client Operations Analyst – Columbus, Ohio — A FolioDynamix Client Operations Analyst is responsible for account processing/reconciliation, trade monitoring, and customer support of the FolioDynamix wealth management platform. This includes troubleshooting daily issues and communicating with clients.  Download the position overview PDF for a complete description of this position and its required qualifications.  pdf FolioDynamix Client Operations Analyst - Columbus, OH (pdf) 93.35 kB

 

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