Enterprise Sales, TIFIN
$150-200k
This position is also eligible for incentive compensation, OTE is 100%+
More information about location
4+ days a week in office (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
$150-200k
This position is also eligible for incentive compensation, OTE is 100%+
More information about location
4+ days a week in office (Boulder, CO)
201-500 employees
Company mission
To make investing a more powerful driver of financial well-being.
Role
Who you are
- 10+ years of successful solution sales experience within the wealth management space
- Proven ability to orchestrate complex solution sales cycles in Fortune 50 companies
- Experience working in a start-up and/or small, fast-paced environments with little structure
- Demonstrated ability to understand sales barriers and overcome objections to close business
- Demonstrated success in being a “hunter,” with the ability to open doors and deliver on annual quota
- Demonstrated track record of breaking down barriers via cold-calling, email marketing, networking to raise brand awareness, to gain access to C-level economic buyers within financial institutions; having mastered the art of prospecting
- Bachelor’s degree or commensurate experience required
- Financial services, fintech and/or technical industry experience strongly preferred
- Very strong interpersonal skills with a demonstrated track record of building long-term successful relationships based on trust with stakeholders, including customers, staff, and other internal/external stakeholders
- Expert written and verbal communication skills
- Experience with Salesforce CRM a plus
What the job involves
- This Enterprise Sales position is a full cycle sales role responsible for identifying prospective customers, driving the process, and closing new business
- These include top financial institutions, wealth enterprises, broker-dealers, and asset managers in North America, as well as Registered Investment Advisors (RIAs) and multi-family offices (MFOs)
- This individual will work closely with the executive sales team, which includes the CEO and Head of Enterprise Partnerships
- Develop, strategize, negotiate, and close business. Instill customer confidence and trust in the company, leading to long-term business relationships
- Capitalize on fintech industry knowledge and existing customer contacts to uncover future business opportunities
- Uncover needs and develop relationships with multiple stakeholders within the identified target accounts and customer segments
- Make sales calls – both cold and warm; generate qualified sales meetings with financial services C-level executives
- Understand customer priorities and position the TIFIN Wealth solutions to meet those needs
- Build account plans and strategies for each target account
- Effectively advise and influence customers through consultative selling and value selling techniques
- Apply presentation, consultative selling, and storytelling skills to deliver sales presentations at senior/executive levels
- Incorporate thorough understanding of fintech industry trends and issues into sales presentations
- Track the sales process through weekly forecast submissions and sales operations updates to quantify and qualify opportunities at their respective sales stages
- Ability to be onsite 4 days a week in Boulder, CO or New York, NY
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.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 5 more jobs at TIFIN