Posted:
9/11/2024, 6:24:47 AM
Location(s):
North Carolina, United States ⋅ Colorado, United States ⋅ New York, United States ⋅ New York, New York, United States ⋅ Boulder, Colorado, United States ⋅ Charlotte, North Carolina, United States
Experience Level(s):
Mid Level ⋅ Senior
Field(s):
Sales & Account Management
Workplace Type:
On-site
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
WHAT YOU'LL BE DOING:
A division of TIFIN, Sage is a generative AI investment assistant that acts as a personalized CIO (Chief Investment Officer), providing advisors with actionable, personalized investment advice for their clients. Sage offers an AI-powered intelligence engine and natural language assistant that organizes client account data and utilizes advisor inputs to provide actionable answers based on natural language prompts. Financial advisors and wealth enterprises can plug this interface into their existing technology stacks and workstations and receive conversational responses that enable wealth managers to approach client communication, investment questions, and provide actionable insights quickly and with confidence. This product is developed in partnership with a premier private bank as a day-one client.
This CRO position will be the first full-cycle enterprise sales role responsible for shaping go-to-market strategy as well as identifying enterprise prospective customers, driving the process, and closing new business. We are looking for an experienced Enterprise Account Executive who has experience selling to large wealth management firms, including Broker Dealers and RIA Aggregators. This is a high-impact, high-visibility role reporting directly to and closely with the CEO. The ideal candidate will build a strong pipeline of qualified deal opportunities and execute winning sales strategies to close. This is a true greenfield opportunity; the clients want and need our proven solution. We need your drive, your hunter instincts, tenaciousness, and your commitment to our mission to help us achieve our aggressive sales objectives.
THE ROLE:
WHO YOU ARE:
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, OTE is 100%+. 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:
A note on location. While we have team centers in New York City, San Francisco, Charlotte, and Mumbai, 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.
Website: https://tifin.com/
Headquarter Location: Boulder, Colorado, United States
Employee Count: 101-250
Year Founded: 2018
Last Funding Type: Debt Financing
Industries: Artificial Intelligence (AI) ⋅ Financial Services ⋅ FinTech