This role involves managing account openings and customer information, with future responsibilities in risk management and compliance.
About this role
FOLIO is hiring for Digital Marketing Promotion in its 4RAP business, a SaaS platform that lets banks, securities firms and other financial institutions offer discretionary-investment services. The person works on marketing at partner online brokerages, such as SBI Wrap, helping a business-to-business-to-consumer model succeed through service planning and promotion measures.
Depending on aptitude, the person takes on customer-success management that helps client businesses succeed, strategy and execution for acquiring new users, analysis and verification of results, coordination with outsourced agencies, and planning and carrying out promotion measures for the financial institutions that mediate sales. The team is small, with five members in the client success department, and gives room to try ideas and improve them. The person learns online marketing and financial-product perspectives from the project lead while putting ideas into practice, and is expected to take on larger roles over time.
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