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.