TIFIN · 2 months ago
Sales
Boulder, CO
Full-time
Onsite
Senior Level, Lead/Staff
$100K/yr - $150K/yr
8+ years expTIFIN is an AI-powered financial technology company focused on personalizing financial advice. They are seeking motivated Sales Executives to drive new business growth across their wealth management products, owning the full sales cycle from prospecting to closing deals with mid-market and small enterprise clients.
Artificial Intelligence (AI)Financial ServicesFinTech
Responsibilities
Full-Cycle Sales Ownership: Prospect, pitch and close new business in the wealth management channel. Lead contract negotiations and drive complex deals to completion
Consultative Selling: Leverage deep wealth management domain expertise, especially around organic growth pain points, to identify opportunities for TIFIN solutions. Build long-term relationships that lead to expansion and renewal opportunities, as well as strategic partnerships
Shape GTM & Product Strategy: Gather and share client feedback to increase the impact of TIFIN solutions. Collaborate with product leaders on future product roadmap and new features, and with sales and executive leaders to share long term sales strategy
Qualification
Required
Deep understanding of the wealth management domain, including challenges and pain points RIAs face around organic growth and scalability
8+ years in B2B tech sales within wealth management
Ability to engage C-levels, uncover needs, and build trusted relationships
Self-starter who thrives on outbound and building from scratch
Strong desire to build within a fast paced startup culture, with resilience and adaptability
Experience with early stage startups is a plus
Benefits
Comprehensive health, dental and vision coverage
Retirement benefits
Flexible PTO
Company
TIFIN
TIFIN is an AI platform that develops fintech solutions focused on tailoring investment experiences to individual needs.
201-500 employees
Funding
Current Stage
Late StageTotal Funding
$226.32MKey Investors
Motive PartnersHamilton Lane
2025-12-16Series Unknown· $3M
2024-02-21Corporate Round· $10M
2023-10-17Debt Financing· $7.65M
Leadership Team
Vinay Nair
Founder, Chairman & CEO
Andrew Dahlinghaus
Chief Operating Officer
Recent News
2025-12-08
2025-10-27
Company data provided by crunchbase