FinFolio

Executive Director

Remote, US$186,700-$235,000Posted today

RemoteFull-Time General Leadership $200k+

Job Description

FinFolio is a financial technology company specializing in portfolio management and investment reporting software for financial advisors and wealth management professionals. Its technology helps investment firms manage portfolio data, monitor investment performance, streamline reporting, and improve operational workflows.

The company's focus on financial software and investment management technology creates opportunities to strengthen business operations, improve financial decision-making, and support the evolving needs of investment professionals.

Job Summary

The Executive Director will provide senior leadership across business operations, financial strategy, and organizational performance. This position is responsible for coordinating strategic initiatives, overseeing operational priorities, and ensuring that financial and business objectives are translated into effective execution.

Working closely with executive leadership, finance, product, and business development teams, the Executive Director will evaluate financial performance, improve operational processes, and identify opportunities to strengthen business efficiency and commercial growth.

The ideal candidate brings a strong background in financial services or financial technology, experience managing business operations, and the ability to lead cross-functional initiatives while maintaining financial discipline.

Key Responsibilities

Executive Management: Oversee strategic business initiatives, establish operational priorities, and coordinate execution across departments.
Financial Strategy: Work with senior leadership to develop financial plans, evaluate business performance, and align resources with corporate objectives.
Business Operations: Monitor operational processes, improve internal workflows, and establish performance standards to support organizational efficiency.
Financial Planning & Analysis: Support budgeting, forecasting, revenue analysis, expense management, and profitability evaluations.
Investment Technology Strategy: Collaborate with product and technology teams to identify opportunities to improve portfolio management software and financial reporting capabilities.
Business Development: Evaluate market opportunities, support strategic partnerships, and contribute to initiatives that expand commercial relationships.
Performance Management: Establish operational and financial KPIs, analyze business results, and recommend improvements based on performance data.
Risk & Compliance: Coordinate with relevant stakeholders to support internal controls, operational risk management, and applicable financial requirements.
Cross-functional Leadership: Guide teams across finance, operations, product development, and customer-facing functions to ensure effective collaboration.
Strategic Project Management: Oversee major business initiatives, manage project milestones, and ensure organizational resources are used effectively.
Executive Reporting: Present financial assessments, operational results, and strategic recommendations to senior leadership.

Qualifications & Requirements

Education: Bachelor's degree in Finance, Business Administration, Economics, Accounting, or a related field required. MBA or relevant advanced qualifications preferred.
Experience: 8+ years of progressive experience in financial services, business operations, corporate strategy, or executive management, including senior leadership responsibilities.
Financial Expertise: Strong understanding of financial planning, budgeting, forecasting, profitability analysis, and business performance management.
Industry Knowledge: Familiarity with wealth management, investment advisory services, portfolio management systems, or financial technology platforms.
Strategic Management: Demonstrated ability to develop business initiatives, manage organizational priorities, and support long-term commercial objectives.
Operational Leadership: Experience overseeing cross-functional teams, improving business processes, and managing complex operational initiatives.
Analytical Skills: Ability to interpret financial reports, evaluate business performance, and develop recommendations supported by financial data.
Technical Skills: Proficiency with Microsoft Excel, financial reporting tools, CRM platforms, and enterprise business software.
Communication: Strong executive communication, stakeholder management, negotiation, and organizational leadership skills.
Work Environment: Reliable high-speed internet, a professional remote workspace, and the ability to collaborate effectively with distributed teams.