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About Fi360

Careers

Benefits of Working for Fi360

Since 1999, Fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® designation programs, the Fi360 Toolkit™ software, and Fi360 Fiduciary Score®. We are a growing company with an established reputation as a provider of high-quality products, subject matter expertise and leadership.

Fi360 helps its clients profitably gather, grow and protect assets through better investment and business decision-making. Our staff is dedicated and hard-working, and we strive to create an environment that is challenging but also supportive. We have outstanding benefits including: medical, dental, vision, 401(k), short and long-term disability, life insurance, paid vacation, holiday and flex time, and a wellness stipend.

Fi360 provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Fi360 complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

If you are interested in learning more about working for Fi360, please contact us.


Current Openings:

Business Development Consultant

Position Summary:  

The Business Development Consultant is responsible for working closely with our clients to determine the optimal product solutions to meet client’s needs. This will include finding and developing potential customers as well as introducing new solutions to existing clients.

Position Duties:

  • Contact new prospects and existing clients to discuss their needs, and to explain how these needs could be met by specific products and services.
  • Answer clients' questions about products, prices, availability, or credit terms.
  • Quote prices, credit terms, or other bid specifications.
  • Emphasize product features based on analyses of clients' needs and on technical knowledge of product capabilities and limitations.
  • Negotiate prices or terms of sales or service agreements.
  • Maintain customer records, using automated systems.
  • Identify prospective clients by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences.
  • Prepares sales contracts for orders obtained, and submit orders for processing.
  • Select the correct products or assist customers in making product selections, based on customers' needs, product specifications, and applicable regulations.
  • Collaborate with colleagues to exchange information, such as selling strategies or marketing information.
  • Work with sales management team to ensure process is efficient
  • Perform additional duties as assigned.

 

Knowledge/Abilities: (at full job performance)

Extensive / Considerable knowledge of:

  • Principles and methods for showing, promoting, and selling products or services including: marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
  • Principles and processes for providing customer and personal services including: customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Fi360 products and services
  • Investment advisory process
  • The financial services industry

Some / limited knowledge of:

  • Fi360 clientele and their needs
  • Financial planning
  • Salesforce

Ability to:

  • Persuade others to change their minds or behavior
  • Actively listen to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
  • Negotiate with others to reconcile differences to come to some consensus
  • Actively look for ways to help people
  • Work independently as well as in a team environment
  • Communicate effectively both verbally and in writing


Job Factors:

  • Minimum Educational Level Required:
    Bachelor’s degree in Business, Finance, Marketing, Accounting, or a related field, or additional commensurate experience
  • Minimum Experience Level Required:
    1 year of sales experience

 

Supervision Received: Director of Business Development and Client Engagement

Supervision Exercised:  None

Certificates and Licenses:  None required

Submit your resume.

 

Client Engagement Specialist

Position Summary:  

Works directly with our clients to provide an exceptional brand experience while assisting them with their inquiries. In this position you will be part of a team whose primary objectives are to retain our current clients and welcome our new clients. As a critical part of our rapidly growing organization, Client Engagement Specialists will ultimately acquire a deep understanding of our products and solutions. They will be responsible for educating and supporting our clients on product usage, and will garner client feedback for future product development purposes.

Position Responsibilities:

Client Relations

  • Onboarding new clients relative to the applicable products and/or solutions they will be utilizing
    • Working with existing clients relative to the products and/or solutions they use in their practice on a daily basis, as well as educating clients on best industry practices
    • Act as a liaison between our clients and internal colleagues within the organization

Inquiry Resolution

  • Ensure all inquiries are resolved as quickly as possible, leveraging all resources across Fi360

Inter‐departmental Support

  • For our Sales Teams
    • Act on opportunities to direct clients to other product/service offerings
    • Connect all enterprise and/or prospect inquiries to the appropriate colleagues
  • For Product Development
    • Communicate our clients’ needs/objectives/feedback for consideration

Knowledge/Abilities: (at full job performance)

Extensive / Considerable knowledge of:

  • Professional etiquette in client relations
  • Phone and email correspondence
  • Computers, i.e., software programs including Office, Salesforce.com
  • Troubleshooting/problem solving
  • Attention to detail

Progressively learn/understand:

  • Fi360 products and solutions
  • Financial industry terminology and concepts


Expectations:

  • 100% Client Satisfaction is the top priority
  • Delivery of product education in various formats, such as: email, phone, webinar, etc.
  • Inter‐organizational/Team Collaboration, as well as the ability to work independently
  • Multi‐tasking
  • Professional communications, both verbally and in writing


Requirements:

  • Minimum Educational Level Required:
    Bachelor’s degree in Business, Finance, Marketing, Accounting, or a related field
  • Minimum Experience Level Required:
    1+ years client relations and/or sales experience, including professional phone and email correspondence. Financial industry and investments experience is a plus

Supervision Received:  Customer Success Manager

Supervision Exercised:  None

Certificates and Licenses:  None required

Submit your resume.

 

Corporate & Client Events Specialist

Position Summary:  
Fi360’s marketing team is a small but powerful group of top-notch communications specialists. We are looking for a self-starter who is ready to provide world-class experiences for our company’s clients and partners. Reporting to Fi360’s Director of Marketing, the Corporate and Client Events Specialist will plan and coordinate Fi360 events, with an emphasis on the company’s annual, national Fi360 Conference. 
 
Position Duties:
  • Oversee and contribute to all aspects of the annual Fi360 Conference, including strategic objectives, income and expenditures, branding, marketing, materials development, location, logistics, registration and content
  • Direct participants of the Fi360 Conference committee to ensure execution of conference objectives
  • Collaborate with other departments as necessary to ensure execution of conference objectives
  • Develop, track and report on conference success objectives with the input of management\
  • Prepare and monitor the overall conference budget and reporting to management on progress
  • Ensure adequate logistical support for Fi360 Conference attendees, staff, speakers, VIPs and vendors
  • Ensure invoices from vendors are consistent with contracts and budgeted plans
  • Assist in the development of a robust marketing plan for Fi360 Conference, including development of the theme, target audience outreach, and messaging to drive increased attendance
  • Manage the onsite Fi360 Conference support staff 
  • Perform venue research, inspections and contracting for Fi360 Conference event location and other Fi360 events
  • Gather and assess market intelligence to determine conference trends, including analysis into Fi360 Conference attendee feedback and external industry research
  • Manage logistics of all trade show events for National Account Directors and Inside Sales teams
  • Find outside speaking opportunities for Fi360 spokespeople that further develop and enhance Fi360’s brand
  • Ensure Fi360 speakers and staff are adequately prepared and informed about event details
  • Provide feedback to the senior management team of Fi360 on the success/ongoing participation at various events
  • Other duties as assigned
Required Skills:
  • Event planning
  • Contract negotiations
  • Project planning and logistics 
  • Budgeting and financial analysis 
  • Industry, market and product research
  • Strong written and verbal communication skills
  • Sales and marketing 
  • Negotiate contracts, take initiative and follow through on projects independently
  • Prepare and manage to a budget
  • Analyze financial data and compile and prepare accurate reports
  • Utilize registration/accounting systems and software as required in the performance of assigned duties
  • Establish and maintain effective working relationships with supervisors, associates, clients, vendors and the general public
  • Travel and at times work long hours
Position Qualifications:
  • Education: Bachelor’s Degree in Marketing, Communications, Event Planning, Hotel and Hospitality or a closely related field
  • Experience: 2-4 years of experience in Marketing or Event Planning

Submit your resume.

Marketing Analyst

Position Summary:  
The Marketing Analyst will be an integral member of the Marketing team, reporting to the Director of Marketing.  This position will collaborate closely with other departments to refine and implement lead generation, market segmentation, and Marketing campaign strategies. The Marketing Analyst will track trends to identify and analyze future opportunities, provide data management and analysis for all Marketing campaigns, including organizing internal and external data, troubleshooting and cleansing data, and reporting on campaign results. This person works collaboratively with internal and external stakeholders to ensure campaigns run on time with appropriate data.  
 
Position Duties:
  • Analyze marketing metrics to identify trends and highlight opportunities to drive business performance
  • Work directly with Department Heads to help the team achieve P&L targets, using data to identify key business drivers and implement strategy 
  • Analyze campaign results and provide insights into how to improve future campaigns
  • Provide ad hoc analysis of campaign data for internal and external partners
  • Create forecasts and models related to our various business units
  • Assist with content creation and execution, leveraging data to set the guardrails for a campaign
  • Identify any anomalies or errors in Marketing data and provide summarized views of campaign data
  • Organize and standardize campaign data for long-term benchmarking and analysis
  • Build and deliver reports utilizing multiple data sources and specified formats 
  • Support marketing team in planning and decision-making with respect to campaigns
  • Collaborate with product and sales teams on prospect data mining/lead list creation
  • Other duties as assigned 
 
Required Skills:
  • Strong analytical acumen with an ability to connect dots to create new, high-value insights
  • Ability to drive projects from insights through to results
  • Exceptional attention to detail and quality control
  • Strong quantitative and analytical skills with attention to detail. Demonstration of critical thinking, ability to question the output and organization of databases and consider options for improvement.
  • Strong organizational and project management skills.
  • Effectively collaborate with internal and external partners.
  • Strong communication and presentation skills.
  • Excellent Excel skills (pivot tables, data summarization, data visualization etc.).
 
Position Qualifications:
  • Education: Bachelor’s Degree in Marketing, Communications, Business required
  • Experience: 3-7 years of experience in Marketing and/or data analysis

Submit your resume.

 

Software Engineer III

Position Summary:  

Analyzes, designs, and performs the development of software systems to create solutions for business problems. Responsible for analysis of current applications, including performance, diagnosis, and troubleshooting of problem applications, and designing solutions to enhance systems. Responsible for the design and development of new software architectures and systems.

Position Duties:

  • Develops software solutions by studying information needs; conferring with users; studying systems flow, data usage, and work processes; investigating problem areas; following the software development lifecycle.
  • Reviews and enhances legacy applications.
  • Analyze user needs and software requirements to determine the feasibility of design within time and cost constraints.
  • Uses standard Software Design Methodologies to ensure consistent software architectures.
  • Ensures application testing is performed to ensure that application results are accurate.
  • Creates and executes Unit Test Cases
  • Able to quickly analyze, identify, and resolve complex software problems as well as database integrity and/or security problems
  • Updates job knowledge by studying state-of-the-art development tools, programming techniques, and computing equipment; participating in educational opportunities; reading professional publications; participating in professional organizations
  • Provides information by collecting, analyzing, and summarizing development and service issues
  • Mentors other team members to enhance their knowledge of new technologies and development techniques.
  • Assists in creating project plans for new solutions
  • Documents solution architectures and educates other team members on solution architectures.
  • Analyzes new technologies to determine feasibility and use on current and future projects
  • Evaluates development tools and components to determine feasibility and use on current and future projects
  • Performs additional duties as assigned.

Knowledge/Abilities: (at full job performance)

Extensive/considerable knowledge of:

  • C#, Microsoft .NET
  • HTML and CSS
  • Front end Frameworks such as Bootstrap and AngularJS
  • LINQ
  • Entity Framework or other ORM tools
  • Experience employing common UI design patterns (MVC, Dependency Injection, etc.)
  • MVC web applications
  • Multi-tiered OOAD and design patterns
  • SQL Server, database design and efficient integration with web applications
  • SOAP and RESTful Services
  • Microsoft WEB API
  • Knowledge and experience in all aspects of the software development process
  • Excellent oral and written communication and problem-solving skills

Some/limited knowledge of:

  • J2EE, JavaScript, Spring, C, C++ a plus
  • SQL Server Integration Services

Ability to:

  • Ability to debug issues in a full-stack environment
  • Create new software architectures and system frameworks
  • Possess a positive attitude
  • Ability to "think outside the box"
  • Work in a team, or independently on multiple projects
  • Create and Adhere to Project Plans

Job Factors:

  • Minimum Educational Level Required:
    Bachelor’s degree in Computer Engineering, Computer Science/Information Technology, or related discipline.
  • Minimum Experience Level Required:
    Minimum 6+ years of prior experience developing web based applications using Object Oriented programming languages

Supervision Received:

  • Able to perform duties without direct supervision.
  • Ability to work independently, and as part of a team, on multiple tasks.

Supervision Exercised:

  • Mentors software engineers by providing advice, coaching and educational opportunities

Certificates and Licenses:

  • Microsoft Certified Solutions Developer Certification a plus

Submit your resume.

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