WHO WE ARE

TIFIN builds the AI operating layer for wealth. Our platform delivers agentic workflows across the industry’s core personas—investors, advisors, investment teams, and operations—so financial institutions can move faster, serve more clients, and deliver better outcomes with the same (or fewer) resources. We combine finance-native AI, specialized data, and enterprise-grade controls to deploy secure, compliant capabilities into real production environments.

WHAT SETS US APART

Speed: We build and ship quickly—MVPs in ~3 months, production-ready products in ~6–12 months.
Track Record: Prior exits include 55ip (acquired by J.P. Morgan) and Paralel Technologies
Strategic Partners: Partners include J.P. Morgan, SEI, Franklin Templeton, Morningstar, Broadridge, Motive Partners and Tectonic Ventures.
World-Class Team: Complimentary expertise across AI and financial services, with experience from Google, Microsoft, Uber, PayPal, eBay, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more.

OUR VALUES

Grow at the Edge. We are driven by personal growth fueled by a beginner’s mindset. We get out of our comfort zone and keep egos aside. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.
Understanding through Listening and Speaking the Truth. We communicate with authenticity, precision and integrity to create a shared understanding. We identify opportunities within constraints and propose solutions in service to the team.
I Win for Teamwin. We believe in staying within our genius zones to succeed and taking accountability for driving results. We are all individual contributors first and always thinking about what can be better.

ROLE OVERVIEW

We are looking for a Head of Product for our AI financial assistant for the workplace, TIFIN@Work, designed to provide personalized financial and benefits guidance for employees and growth for advisors. You will own the technical and production vision from architecture through delivery, including direct responsibility for engineering direction across AI, LLM systems and platform architecture. You will report directly to the CEO and shape company strategy, platform investment and technical direction in order to create magic for our customers as we scale.

PROJECTS

AI Agent Orchestrator: Design and delivery of multi-agent systems coordinating planning, reasoning, execution and tool use.
Human-in-the-Loop Collaboration: Architect systems with a clear separation of automation vs advisor or employee decision making for compliance and trust.
LLM Systems and Model Engineering: Purpose-tuned models for financial services to handle complex, multi-turn interactions with actionability in low-latency environments.
Enterprise Platform and Integration: Integrate with enterprise CRMs, data warehouses, identity systems and legacy financial platforms.

WHAT YOU’LL DO

Live and breathe the product. Own all aspects to launch new products and features with a highly detailed and thoughtful testing approach.
Direct engineering and LLM teams across platform development, AI systems, and production infrastructure.
Define and prioritize technical roadmaps, including model strategy, platform architecture, and system scalability
Establish engineering and AI quality bars, including evaluation, testing, monitoring, and reliability
Ensure systems meet enterprise requirements for security, compliance, auditability, and data segmentation
Act as a technical leader across the organization, raising the bar for execution and decision-making

WHAT YOU’LL BRING

7+ years of hands-on experience in product management with a track record shipping AI systems that operate reliably under real-world constraints
Experience directly leading and influencing senior engineers and AI/LLM specialists
Strong understanding of LLM behavior, failure modes, hallucination mitigation, and evaluation techniques
Ability to manage the product roadmap from scratch through to production.
Swift, high-quality decision making informed by data but not paralyzed without it.
Ability to plan for future work while maintaining the current delivery with rapidly changing priorities.
Resilience and adaptability - experience working at early-stage startups is a plus.

COMPENSATION RANGE

$150,000 - $200,000 USD

In addition to cash compensation, a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility: Comprehensive health, dental and vision coverage, retirement benefits and flexible PTO.

TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.

Please see more details on our privacy practices in our Privacy Notice here.

Head of AI Product

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