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
OUR VALUES
ROLE OVERVIEW
TIFIN @Work is our AI-powered workplace-to-wealth platform. We help employees make smarter financial decisions and intelligently connect them to advisors at the moments that matter, turning workplace relationships into a real growth engine for advisor practices. You will be the person who makes that engine run.
As a critical member of our sales organization, you'll partner with advisors across our ecosystem to help them bring @Work to their plan sponsor clients. The best people in this seat go deeper than a product conversation, they reshape how an advisor thinks about their book. You'll show them how @Work bridges retirement and wealth, win their conviction, and pair with an implementation lead on the Success Team to take it from there.
What makes this role different: you're not chasing logos or grinding outbound. You're working with advisors who are already in our world, helping them see an opportunity they haven't fully grasped yet. The advisors who lean in see real growth in their practice. Your job is to meaningfully expand that group.
WHAT YOU'LL DO
WHO YOU ARE:
COMPENSATION AND BENEFITS PACKAGE:
$120,000 - $150,000 salary plus commission for a total cash package of $205,000 - $225,000.
In addition to cash compensation, a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility: Comprehensive health, dental and vision coverage, retirement benefits and flexible PTO.
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.
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