WHO WE ARE:
TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, SEI, Motive Partners and a who’s who of the financial service industry. We are creating engaging wealth experiences to better financial lives through AI and investment intelligence powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes.
We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.
In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions.
OUR VALUES: Go with your GUT
- 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.
- 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.
- 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:
Part of TIFIN, TIFIN Give is a tech-first philanthropy partner to wealth enterprises and builds philanthropy platforms of the future. Our primary offering is a community-based giving experience using a Donor Advised Fund (DAF). Our unique approach to philanthropy engages family members across generations to collaborate in their charitable giving, and empowers Financial Advisors to grow their practices by making philanthropy a core strategic offering, not a commodity service. TIFIN Give enables a differentiated approach to philanthropy through its ability to align the investment portfolios with a family's giving activity, utilize AI to curate charitable search and discovery and offer a delightful and engaging user experience.
We are seeking an experienced Account Executive (AE) to drive revenue growth by managing the full sales cycles for our innovative fintech solution. In this role, you'll develop and executive strategic sales campaigns targeting top financial institutions, wealth enterprises, broker-dealers, and asset managers across North America, as well as Registered Investment Advisors (RIAs) and multi-family offices (MFOs). You'll collaborate closely with our executive team, including the CEO and Head of Enterprise Partnerships, to develop, implement, and execute winning sales strategies. The role requires a deep understanding of wealth management landscape and the ability to articulate our value proposition to sophisticated buyers.
We are a Series A fintech company, with marquee clients. This is a true greenfield opportunity; the clients want and need our proven solution. We need your drive, hunter instincts, tenacity, and commitment to our mission to help us achieve our ambitious sales objectives.
THE ROLE:
- Consistently achieve and exceed quarterly and annual revenue targets while maintaining accurate pipeline forecasting and reporting
- Develop and execute strategic account plans to penetrate target enterprise accounts through multi-threaded outreach and relationship building
- Own the full sales cycle from prospecting to close, including needs assessment, solution presentation, negotiation, and contract execution
- Build and maintain strong relationships with C-level executives and key stakeholders while serving as a trusted advisor in their technology decisions
- Demonstrate deep understanding of clients' business challenges and articulate how our solutions drive measurable ROI
- Lead solution demonstrations and technical discussions, effectively communicating our value proposition to diverse stakeholder groups
- Utilize Hubspot to maintain accurate opportunity data, activity tracking, and pipeline management
- Provide market intelligence and product feedback to leadership team to influence product roadmap and go-to-market strategy
WHO YOU ARE:
- 3-5 years of quota-achieving outbound sales success, ideally with experience in a high-growth company selling technology solutions
- Hunter mentality
- Excellent interpersonal and written/verbal communication skills
- Proficiency in Microsoft Excel or Gsuite Sheets
- A customer-focused mentality with great listening skills and an understanding of unique client needs
- Entrepreneurial spirit with a drive to win and solve problems
- Values aligned with personal growth, empathy, creativity, teamwork, and communication
- Familiarity with CRM platforms like Hubspot
- A local presence in Boulder, CO or New York, NY
- A Bachelor’s Degree or higher
COMPENSATION AND BENEFITS PACKAGE:
The expected starting salary range for this position in Colorado is between $100,000-$120,000 with 100% OTE. 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.
Top Skills
What We Do
Founded in 2018, TIFIN creates engaging wealth experiences to improve financial lives through AI and investment intelligence (II) driven personalization for the advised or self-directed investor.
We deliver this through our investment communities and marketplace Magnifi (https://www.magnifi.com/) and TIFIN Wealth (https://www.tifinwealth.com/), a collection of personalization and intelligence capabilities for wealth managers and other intermediaries.
Learn more about us at https://tifin.com/.
Why Work With Us
We operate at high velocity with a focus on stretch goals and actions that deliver measurable outcomes. We experiment, learn and adjust in short sprints to hit targets. If you’re passionate about transforming the investor experience and excited to grow on the edge of your comfort zone, come and join us!
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