WHO WE ARE
TIFIN builds the AI operating layer for wealth. Our platform delivers agentic workflows across the industry’s core personas—investors, advisors, investment teams, and operations—so financial institutions can move faster, serve more clients, and deliver better outcomes with the same (or fewer) resources. We combine finance-native AI, specialized data, and enterprise-grade controls to deploy secure, compliant capabilities into real production environments.
WHAT SETS US APART
- Speed: We build and ship quickly—MVPs in ~3 months, production-ready products in ~6–12 months.
- Track Record: Prior exits include 55ip (acquired by J.P. Morgan) and Paralel Technologies
- Strategic Partners: Partners include J.P. Morgan, SEI, Franklin Templeton, Morningstar, FactSet, Broadridge, Motive Partners and Tectonic Ventures.
- World-Class Team: Complimentary expertise across AI and financial services, with experience from Google, Microsoft, Uber, PayPal, eBay, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more.
OUR VALUES
- Grow at the Edge. We are driven by personal growth fueled by a beginner’s mindset. We get out of our comfort zone and keep egos aside. 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 communicate with authenticity, precision and integrity to create a shared understanding. We identify opportunities within constraints and propose solutions in service to the team.
- I Win for Teamwin. We believe in staying within our genius zones to succeed and taking accountability for driving results. We are all individual contributors first and always thinking about what can be better.
WHAT YOU'LL BE DOING:
TIFIN.ai is the AI operating layer for the wealth enterprise, a platform offering an agent library to address workflows across operations, investments and growth. Our north star is delivering better wealth outcomes for more people. We’re building production-grade multi-agent systems that power advisor copilots, investment intelligence workflows, and autonomous research capabilities.
You will own new business with mid-market RIAs ($2B–$100B AUM). We're looking for someone who can be in front of the right RIA executives in their first weeks, not their first quarter. You bring the relationships and the meetings; our executive team helps you convert and close while you build. Over time — and quickly, if you want it — you take the full cycle end to end and close on your own.
THE ROLE:
- Open doors through your existing network from day one and build a repeatable outbound motion behind it
- Generate and run 10–15 qualified conversations per week with mid-market RIA decision-makers
- Leverage and expand our strategic partnerships as a channel into new firms
- Run discovery that maps agentic workflows to a firm's actual operating pain
- Partner with the exec team on deal strategy, pricing, and close
- Feed the RIA feedback back into product
WHO YOU ARE:
- Background from a TAMP or selling CRM, financial planning, or advisor technology to RIAs
- Relationships with the CEO / COO / President / Head of Sales at mid-market RIAs ($2B–$100B AUM)
- Comfortable owning top-of-funnel yourself; this is not a role with an SDR team beneath it
- Experience selling something new to a conservative buyer — category creation, not category displacement
COMPENSATION AND BENEFITS PACKAGE:
$120,000 - $150,000 USD salary, $350,000 - $400,000 OTE with commission.
In addition to cash compensation, a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility, which includes 90-100% medical, vision and dental coverage for you and your dependents, retirement benefits and flexible PTO. See our Careers page for more details.
Please note that we are not able to provide visa sponsorship for this role. Candidates must be authorized to work in the US without sponsorship.
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.
Please see more details on our privacy practices in our Privacy Notice here.