Director of Advisor Sales & Enablement, TIFIN
$205-225k
OTE
$120-150k
BASE
Offers equity
Creating companies to improve wealth outcomes
Open for applications
Creating companies to improve wealth outcomes
201-500 employees
Open for applications
$205-225k
OTE
$120-150k
BASE
Offers equity
201-500 employees
Company mission
To make investing a more powerful driver of financial well-being.
Role
Who you are
- 5 to 7+ years working with RIAs in sales, enablement, or account management
- Real fluency in how advisors run their practices and how retirement plan business actually gets won and grown
- A consultative instinct, you'd rather change how an advisor thinks than push a product
- Comfort operating in ambiguity and moving fast
- Genuine curiosity about AI and how it changes the advisor's job
- Location in Boulder, CO preferred. Open to alternate locations for the right candidate
What the job involves
- TIFIN @Work is our AI-powered workplace-to-wealth platform
- We help employees make smarter financial decisions and intelligently connect them to advisors at the moments that matter, turning workplace relationships into a real growth engine for advisor practices
- You will be the person who makes that engine run
- As a critical member of our sales organization, you'll partner with advisors across our ecosystem to help them bring @Work to their plan sponsor clients
- The best people in this seat go deeper than a product conversation, they reshape how an advisor thinks about their book
- You'll show them how @Work bridges retirement and wealth, win their conviction, and pair with an implementation lead on the Success Team to take it from there
- What makes this role different: you're not chasing logos or grinding outbound
- You're working with advisors who are already in our world, helping them see an opportunity they haven't fully grasped yet
- The advisors who lean in see real growth in their practice
- Your job is to meaningfully expand that group
- Build trusted relationships with advisors and become their go-to resource for @Work
- Help advisors find the right plan sponsor opportunities in their book and build the conviction to act on them
- Consult on practice management, specifically how @Work bridges retirement and wealth management
- Equip advisors to win net-new plans through prospect conversations, RFPs, and finalist presentations
- Pair with implementation leads on the Success Team to drive plan sponsor engagement and rollout
- Track workplace-to-wealth conversion outcomes and use them to deepen advisor engagement and sharpen our strategy
Our take
Increases in the range of apps available for investors of any experience level are resulting in wealth and asset managers facing rising demands for personalised financial experiences. Investors seek tools that use data analytics to facilitate these personalised 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 personalised 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
Boulder Junction, 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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