Vice President of Enterprise Sales, TIFIN
TIFIN @Work
$125-150k
The position is also eligible for incentive compensation, OTE is 100%+
Office located in Boulder, CO
Creating companies to improve wealth outcomes
Job no longer available
Creating companies to improve wealth outcomes
201-500 employees
Job no longer available
$125-150k
The position is also eligible for incentive compensation, OTE is 100%+
Office located in Boulder, CO
201-500 employees
Company mission
To make investing a more powerful driver of financial well-being.
Role
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
What the job involves
- 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
- 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
Our take
Increases in the range of apps available for investors of any experience level is resulting in wealth and asset managers facing rising demands for personalized financial experiences. Investors seek tools that use data analytics to facilitate these personalized insights, but this is difficult to provide without the right technology and data science.
TIFIN provides a fintech platform that uses data science and artificial intelligence to provide personalized investment experiences. The platform offers investment management advice and tools to asset managers, allowing them to transform their clients' businesses to be more efficient, profitable and future-proof.
With so many investment platforms on the market, TIFIN has made a smart decision by pulling together innovative tools into a wealth management platform, as opposed to starting a new investment platform itself. The company has experienced remarkable growth, forged strategic partnerships and successfully secured funding. It is now pursuing international expansion, beginning in India.
Freddie
Company Specialist at Welcome to the Jungle
Insights
131% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Feb 2024
$10m
LATE VC
May 2022
$109m
SERIES D
Total funding: $237.7m
Company benefits
- Performance linked variable compensation, including equity
- Medical, dental, vision, life and disability insurance
- 401k Retirement Account through Empower Retirement
- Flexible PTO policy and Company-paid holidays
- Corporate Social Responsibility and volunteering opportunities
- Fully stocked office kitchens
- Access to our Chief Mindfulness Officer, including 1:1 personal coaching for executives and rising stars
- Company sponsored events like Qi Gong, Lunch & Learns, Development Workshops, Dinners, Happy Hours, and more!
- Parental leave: 12 week paid maternity, 4 week paid paternity leave
Company HQ
Downtown, Boulder, CO
Leadership
Vinay Nair
(Founder, Chair & CEO)Having studied at NYU, they started working as a Fellow of Wharton Financial Institutions Center and founded 55ip, Clout, Positivly and Magnifi. They used this startup experience to found THE TIFIN GROUP in November 2018.
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