Chief Revenue Officer, TIFIN @Work

Boulder, CO, Charlotte, NC or New York, NY

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:

A division of TIFIN, @Work is a groundbreaking financial wellness solution designed to empower employees and enhance their financial well-being. Leveraging TIFIN’s experience in designing cutting-edge generative AI fintech platforms, TIFIN @Work helps individuals achieve their financial goals, reduce stress related to personal finance, and ultimately enhance overall employee well-being. This is a high impact, high visibility role working directly with the CEO. The ideal candidate will be able to leverage their existing network of contacts to build a strong pipeline of qualified deal opportunities and execute winning sales strategies to close. We need your drive, your hunter instincts, tenaciousness, and your commitment to our mission to help us achieve our aggressive sales objectives.

THE ROLE:

You will be a key player in driving the success of TIFIN @Work by executing strategic sales plans and expanding our presence in the advisor and retirement plan advisor communities.
You'll utilize your strong network of contacts within the advisor community to generate leads and build a thriving sales pipeline.
Your ability to conduct impactful product demonstrations and articulate the value of our offerings will be crucial in closing deals.
Collaboration will be essential, as you work with our marketing and product teams to ensure consistent messaging and effective sales strategies.
You will be a thought leader, staying informed on industry trends and regulatory changes to guide your sales approach and inform the broader team.

WHAT YOU'LL BE DOING:

Develop and execute strategic sales plans to achieve revenue targets and expand the client base within the advisor and retirement plan advisor communities.
Leverage your existing relationships and networks within the advisor community to generate leads and build a robust sales pipeline.
Conduct comprehensive product demonstrations, highlighting core features, advantages, and benefits tailored to the specific needs of prospective clients.
Understand and articulate the unique value propositions of TIFIN @Work’s products, including their seamless integration within a firm's existing tech stack.
Collaborate closely with marketing and product teams to ensure alignment on messaging, positioning, and sales strategies.
Stay up-to-date on industry trends, competitor activities, and regulatory changes impacting the retirement space, sharing insights with the team.
Provide valuable feedback from the field to inform product development and marketing initiatives.
Represent TIFIN @Work at industry events, webinars, and conferences, actively engaging with potential clients.

WHO YOU ARE:

You have 7+ years of successful sales experience in financial services, fintech, and/or the retirement plan industry.
You possess a strong network within the advisor and retirement plan advisor communities, with deep knowledge of the retirement space.
Your communication, presentation, and negotiation skills are top-notch, and you're adept at closing deals.
You are a strategic thinker who can analyze client needs and provide tailored solutions.
You're self-motivated, results-driven, and can work independently as well as part of a team.
Familiarity with CRM software and sales tools is second nature to you.
A Bachelor’s degree is required; an MBA, CFP, or CFA designation is preferred. Knowledge of technology platforms and/or stock plan services is a plus.

COMPENSATION AND BENEFITS PACKAGE:

The expected starting salary range for this position is between $180,000 - $200,000. The position is also eligible for incentive compensation with 20% commission in the first year, 10% after year end + equity. 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, 4 week paid paternity leave
Corporate Social Responsibility and volunteering opportunities
Access to our Chief Mindfulness Officer, including 1:1 personal coaching for rising stars
Company sponsored events like Qi Gong, Lunch & Learns, Development Workshops, Dinners, Happy Hours, 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, 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.

TIFIN @Work

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Chief Revenue Officer