TIFIN
201 - 500 employees
Founded 2018
Founded in 2018, TIFIN is an AI and innovation platform for better wealth outcomes. Founded by Dr. Vinay Nair, TIFIN creates and operates new companies that apply data science, AI, and technology to address frictions in wealth and asset management. TIFIN’s companies have included 55ip (sold to JP Morgan) and currently include Paralel, Magnifi, TIFIN Wealth, TIFIN Give, TIFIN AG, TIFIN AMP, Sage, Helix, TIFIN@Work, and TIFIN India. TIFIN has been backed by JP Morgan, Morningstar, Hamilton Lane, Franklin Templeton, Motive Partners, and Broadridge among others.
Director, Advisor Sales – Enablement
🕒 May 14
⛰️ Colorado, North Carolina – Remote
💵 $120k - $150k / year
⏰ Full Time
🔴 Lead
🤑 Sales
🦅 H1B Visa Sponsor
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TIFIN
201 - 500 employees
Founded 2018
Founded in 2018, TIFIN is an AI and innovation platform for better wealth outcomes. Founded by Dr. Vinay Nair, TIFIN creates and operates new companies that apply data science, AI, and technology to address frictions in wealth and asset management. TIFIN’s companies have included 55ip (sold to JP Morgan) and currently include Paralel, Magnifi, TIFIN Wealth, TIFIN Give, TIFIN AG, TIFIN AMP, Sage, Helix, TIFIN@Work, and TIFIN India. TIFIN has been backed by JP Morgan, Morningstar, Hamilton Lane, Franklin Templeton, Motive Partners, and Broadridge among others.
📋 Description
• Build trusted relationships with advisors and become their go-to resource for @Work • Help advisors find the right plan sponsor opportunities in their book and build the conviction to act on them • Consult on practice management, specifically how @Work bridges retirement and wealth management • Equip advisors to win net-new plans through prospect conversations, RFPs, and finalist presentations • Pair with implementation leads on the Success Team to drive plan sponsor engagement and rollout • Track workplace-to-wealth conversion outcomes and use them to deepen advisor engagement and sharpen our strategy
🎯 Requirements
• 5 to 7+ years working with RIAs in sales, enablement, or account management • Real fluency in how advisors run their practices and how retirement plan business actually gets won and grown • A consultative instinct, you'd rather change how an advisor thinks than push a product • Comfort operating in ambiguity and moving fast • Genuine curiosity about AI and how it changes the advisor's job • Location in Boulder, CO preferred. Open to alternate locations for the right candidate.
🏖️ Benefits
• Comprehensive health, dental and vision coverage • Retirement benefits • Flexible PTO
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