WHO WE ARE:
TIFIN is a fintech platform transforming the world of wealth through AI-powered personalization and investment intelligence. Backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, and Motive Partners, we are led by a team of seasoned entrepreneurs, technology experts, and wealth management veterans.
Our mission is to create engaging wealth experiences that improve financial outcomes. Just as personalization has reshaped how we experience movies, music, and shopping, TIFIN is bringing that same transformation to investing, but with the added responsibility of helping people achieve better financial lives.
We combine design and behavioral science to power intuitive, user-centric software and application programming interfaces (APIs). Our investment science and algorithmic engines personalize advice and investment solutions at scale.
Everyone’s financial journey is different. We match individuals with the right advice and investment opportunities across our wealth marketplace and planning solutions.
OUR VALUES: Go with your GUT
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Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.
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Understanding through Listening and Speaking the Truth. We value transparency. We communicate with radical candor, authenticity and precision to create a shared understanding. We challenge, but once a decision is made, commit fully.
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I Win for Teamwin. We believe in staying within our genius zones to succeed and we take full ownership of our work. We inspire each other with our energy and attitude. We fly in formation to win together.
WHAT YOU'LL BE DOING:
TIFIN @Work is a groundbreaking financial assistant designed to empower employees and employers while being a growth engine for advisors. Leveraging TIFIN’s experience in designing cutting-edge generative AI fintech platforms, TIFIN @Work helps individuals achieve their financial goals, reduce stress related to personal finance, and ultimately enhance overall employee well-being.
This is a high impact, high visibility role working directly with the CEO. The ideal candidate will be able to leverage their existing network of contacts to build a strong pipeline of qualified deal opportunities and execute winning sales strategies to close. We need your drive, your hunter instincts, tenaciousness, and your commitment to our mission to help us achieve our aggressive sales objectives.
THE ROLE:
- Drive the success of TIFIN @Work by executing strategic sales plans and expanding our presence in the advisor and retirement plan advisor communities.
- Utilize strong network of contacts within the advisor community to generate leads and build a thriving sales pipeline.
- Collaborate with marketing and product teams to ensure consistent messaging and effective sales strategies.
- Develop and execute strategic sales plans to achieve revenue targets and expand the client base within the advisor and retirement plan advisor communities.
- Conduct comprehensive product demonstrations, highlighting core features, advantages, and benefits tailored to the specific needs of prospective clients.
- Understand and articulate the unique value propositions of TIFIN @Work’s products, including their seamless integration within a firm's existing tech stack.
- Provide valuable feedback from the field to inform product development and marketing initiatives.
- Represent TIFIN @Work at industry events, webinars, and conferences, actively engaging with potential clients.
WHO YOU ARE:
- You have 5+ years of successful sales experience in financial services, fintech, wealth management, and/or the retirement plan industry.
- Your communication, presentation, and negotiation skills are top-notch, and you're adept at closing deals.
- You are a strategic thinker who can analyze client needs and provide tailored solutions.
- You're self-motivated, results-driven, and can work independently as well as part of a team.
- Familiarity with CRM software and sales tools is second nature to you.
- You possess a strong network within the advisor and retirement plan advisor communities, with a preference for knowledge of the retirement space.
- A Bachelor’s degree is required; an MBA, CFP, or CFA designation is preferred.
- Knowledge of technology platforms and/or stock plan services is a plus.
COMPENSATION AND BENEFITS PACKAGE:
The expected starting salary range for this position is between $125,000 - $150,000. The position is also eligible for incentive compensation, OTE is 100%+. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law.
TIFIN offers a competitive benefits package that includes:
- Medical, dental, vision, life and disability insurance
- Flexible Spending Account (FSA) and Health Savings Account (HSA)
- 401(k) Retirement Plan
- Flexible PTO policy and Company-paid holidays
- Parental Leave: 12 week paid maternity, 6 week paid paternity leave
- Corporate Social Responsibility and volunteering opportunities
- Access to our Chief Mindfulness Officer for Mindfulness events and 1:1 personal coaching
- Company sponsored events like mindfulness events, development workshops, team dinners, pickleball games, happy hours, holiday parties and more!
- The ability to make a real impact in an incredibly fast-growing organization
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.
