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, Helix by HL is an AI-powered assistant that simplifies the world of Alternative Investments and drives increased adoption. Helix is used by financial advisors, product distributors, due diligence teams, and wealth platform providers to enhance understanding of complex asset classes, source and evaluate potential investments, and streamline time intensive processes so users can effectively navigate private markets with confidence.
The mission of the CRO will be to grow Helix’s customer base with a specific focus on Enterprise wealth firms. Success in this role will mean that you have effectively scaled the business to deliver steadily increasing YoY customer adoption and revenue growth; your outstanding operational and cultural leadership has resulted in a strong and cohesive team focused on delivering results and delivering shareholder value.
THE ROLE:
- Oversee sales operations across the company
- Own and be accountable for all revenue, drive enterprise relationships and sales
- Participate in the creation and drive achievement of annual business plans for the company
- Participate in quarterly plan reviews evaluating/fine tuning specific KPIs
- Maintain a strong and healthy relationship with the executive team, investors and board members; openly communicating and collaborating on key business initiatives and operational metrics
- Inspire and lead the Helix sales team; foster a sense of purpose within each team member and how their work ties to the larger mission
- Recruit/develop key staff members
- Fully understand the business drivers for Helix; assess customers’ needs and desires while consistently evaluating market trends
- Work with the executive team on segmentation, value differentiation, product road maps, revenue streams, resource allocation and KPI alignment
- Drive healthy revenue growth and profitability via net new customer acquisition
WHO YOU ARE:
- 10+ years of successful sales leadership experience with a technology and/or financial services company
- Proven track record as a CRO, COO, GM or Executive Sales leadership of a B2B or B2B2C
- Significant go-to-market leadership experience including prior hands-on selling experience
- Deep industry knowledge of the asset manager and/or broker/dealer segment a MUST
- Ability to attract and retain high caliber talent by communicating strategic vision of the company
- Superb leadership skills, including prior experience managing teams of 5+
- Customer-focused; loves spending time with customers, and ideally has customer references
- Local presence in Charlotte or New York City is ideal
The position requires approximately 30 – 40% travel.
COMPENSATION AND BENEFITS PACKAGE:
The expected starting salary range for this position is between $150,000 - $200,000. The position is also eligible for incentive compensation and equity. 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:
- Performance linked variable compensation, including equity
- 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 Qi Gong, 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
A note on location. While we have team centers in New York City, San Francisco, Charlotte, Mumbai, Bangalore and Madrid, TIFIN is headquartered in Boulder, CO and our preference is to build the team here whenever possible, so relocation packages are available for any candidate willing to relocate to the Boulder area.
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!
Gallery
