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:
TIFIN @Work is an AI-powered platform that transforms workplace clients into wealth management opportunities, delivering personalized, scalable investment-focused solutions. A division of TIFIN, @Work empowers employees to make better financial decisions. Leveraging TIFIN’s expertise in AI-driven fintech platforms, TIFIN @Work delivers actionable financial insights, helping individuals achieve long-term financial growth, reduce stress around personal finance, and ultimately improve overall employee well-being. Through advanced AI tools and personalized investment recommendations, we are dedicated to creating better wealth outcomes for more people.
As an Implementation and Success Associate at TIFIN @Work, you will play a critical role in onboarding and supporting our clients, primarily advisors and plan sponsors. You will work closely with the Product team and Lead Success Manager to develop and execute comprehensive project plans, manage successful rollouts, and create tailored demos for clients. This role requires a passion for AI-powered solutions, as you will be on the frontlines, advocating for and demonstrating how TIFIN’s AI capabilities enhance client outcomes and engagement.
THE ROLE:
- Client Onboarding: Lead the onboarding process for new advisors and plan sponsors, ensuring an outstanding experience and seamless integration with our AI-powered platform.
- Project Planning and Management: Develop and manage detailed project plans for client rollouts, coordinating closely with cross-functional teams to deliver on-time and on-target implementations.
- Client Support and Demos: Conduct product demos for advisors, showcasing the AI capabilities and platform benefits while effectively addressing client feedback and ensuring satisfaction.
- Collaboration with Product Team: Act as a bridge between clients and the Product team, providing valuable insights and feedback to refine the platform based on real-world client interactions.
- AI Advocacy: Be passionate and knowledgeable about AI and its transformative impact on financial outcomes. Demonstrate and position the platform’s AI capabilities effectively, helping clients understand the benefits of using AI-powered tools in their advisory practices.
- Client Engagement and Onsite Visits: Build and maintain strong client relationships, engaging proactively to increase their platform usage and satisfaction. Be willing to travel as needed to client sites to support onboarding and ongoing success initiatives.
- Team Collaboration: Work closely within a team-oriented environment, supporting colleagues and contributing to a culture of knowledge sharing and continuous improvement.
WHO YOU ARE:
- Education: Bachelor’s degree required.
- Experience: 2+ years of experience in client success, implementation, account management, or customer support role, preferably in fintech, financial services, or SaaS. A background in financial services or fintech is a huge plus.
- Project Management Skills: Proven ability to develop and execute comprehensive project plans, managing multiple tasks with attention to detail and deadlines.
- Passion for AI: Experience with or a strong enthusiasm for AI-powered tools and solutions. Comfortable discussing and positioning AI benefits to clients and demonstrating its impact on their outcomes.
- Communication Proficiency: Exceptional verbal and written communication skills, with confidence in presenting to and influencing large groups, including retirement plan advisors.
- Problem-Solving Aptitude: Strong analytical and problem-solving abilities to understand client needs and translate them into actionable product feedback.
- Technical Skills: Proficient in Microsoft PowerPoint and Excel, with the ability to create professional presentations and manage client data efficiently.
- Willingness to Travel: Willing to travel to client sites as necessary to ensure successful onboarding and ongoing support.
- Team Player: Collaborative mindset, comfortable working closely with cross-functional teams and adapting to a fast-paced, dynamic environment.
COMPENSATION AND BENEFITS PACKAGE:
The expected starting salary range for this position in Colorado is between $65,000 - $75,000. 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.