Vice President, Client Relationship Management at Folio Financial, Inc.

Vice President, Client Relationship Management w/ Folio Financial, Inc in Salt Lake City, Utah. Perform training of platform to onboarding advisors that are onboarding to the Firm. Perform training of platform to internal departments. Requires: Bachelor’s degree (U.S. or foreign equivalent) in Finance, Business Administration, or related field. Three (3) years of experience in the job offered or in a related role. Prior experience must include three (3) years: Working on change management process improvement; communicating effectively and efficiently verbally and in writing with clients on open actionable items; and working with Excel to manage advisor tracking for transitions and manage data. Prior experience must include two (2) years: Creating and managing transition tracking for all transitioning accounts, delivering to advisors daily updated tracking. Travel required up to 10% travel domestically to support transition account opening effort. Job Code: 8007916

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