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About Fi360

Careers

Benefits of Working for Fi360

Fi360's 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:

 


Enterprise Implementation Manager

Position Summary: 
Responsible for guiding new enterprise clients from initial implementation through successful adoption of FI360 software solutions, primarily the Fi360 Fiduciary Focus Toolkit.

Position Duties:

  • ​Maintain and grow ongoing relationships with enterprise clients that utilize the Fi360 software solutions including broker dealers, larger RIAs, banks, mutual fund companies and recordkeepers.
  • Develop and execute the implementation plan for new enterprise clients including software configurations, user setup, training programs, custom development requests and other related items.
  • Conduct demonstrations (individually or in conjunction with National Account Directors) to enterprise points of contact, both in-person and via screen share to ensure they fully understand how our solutions can help their firms.
  • Conduct custom webinars (individually or in conjunction with National Account Directors) for groups of financial services ofessionals or other end-users within an enterprise.
  • Serve as primary support for any enterprise points of contact who have questions on their implementation, adding/removing users or the software in general (note that end-user support is the responsibility of the Client Engagement Team)
  • Monitor enterprise activity and use the data to develop and implement programs to increase engagement to grow the account over time.
  • Train Fi360 Development Consultants and Client Engagement Team members on unique enterprise configurations.
  • Assist with the establishment, maintenance and advisor mapping for any integration providers that an enterprise requires.
  • Assist with the creation and maintenance of any customized collateral for an enterprise such as landing pages, factsheets, videos and other materials.
  • Assist Fi360 Client Engagement team members on escalated end-user support issues within an enterprise.
  • Assist with the delivery of files and ongoing questions from our Fiduciary Score data license clients.
  • Attend enterprise conferences or events to represent Fi360 and answer any questions regarding our software solutions.
  • Performs additional duties as assigned.
  • Proficient in Microsoft Office programs and familiarity with Adobe Creative Suite (particularly Photoshop and InDesign).
 
Position Qualifications:
  • 3+ years financial services or related industry experience
  • 3+ years experience in a customer-facing role such as client success, support or sales
  • Good knowledge of Fi360 products is preferred; specifically, the Fi360 Fiduciary Focus Toolkit
  • Bachelor’s degree in finance, business, economics or other related field is preferred
  • Extensive knowledge of Excel, Word, PowerPoint
  • Work independently as well as in a team environment
  • Communicate effectively both verbally and in writing

Submit your resume.

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