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TIFIN · 3 hours ago

Investment Operations, Charitable Services

Charlotte, NC

Full-time

Onsite

Mid Level

$80K/yr - $120K/yr

3+ years exp

TIFIN builds AI-powered financial technology that personalizes and improves financial advice. They are seeking a hands-on Investment Operations professional to lead and scale the operational infrastructure supporting their philanthropy-tech platform, Give, focusing on donor-advised fund operations and improving processes through automation.

Artificial Intelligence (AI)Financial ServicesFinTech

Responsibilities

Lead and optimize the operational execution for all charitable services, including donor-advised fund activity

Oversee day-to-day processing of grant disbursements, contribution reconciliation, and trade execution. Ensure operational accuracy, timeliness, and adherence to SLAs

Act as the primary operational point of contact for custodial partnerships and non-profit organizations

Serve as a liaison across Customer Success, Operations, Product, and Engineering teams, partnering directly to resolve complex client issues

Qualification

Investment operationsWealth managementAI automationCustodial integrationsOperational mindsetCustomer success orientationCuriosityProblem-solving

Required

3–5+ years of experience in operations across finance, investments, wealth management, or charitable giving

Experience working with platforms such as Advent, Moxy, Black Diamond, Wealthscape, or similar investment systems

Familiarity with custodial integrations including Schwab, Fidelity, LPL, Pershing, or equivalent providers

Strong operational mindset with a customer-success orientation

Coachable, curious, and eager to solve problems using AI and automation tools

Preferred

Familiarity with day-to-day operations for alternative and illiquid assets preferred; includes processing transfers and assignments, coordinating redemptions, and tracking approvals

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.

Founded in 2018

Boulder, Colorado, USA

201-500 employees

https://tifin.com

Funding

Current Stage

Late Stage

Total Funding

$226.32M

Key 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

PR Newswire

TIFIN Appoints Andrew Dahlinghaus as Chief Operating Officer

2025-12-08

PR Newswire

TIFIN Give Launches "Louise"-- AI capabilities for philanthropy

2025-10-27

PR Newswire

TIFIN Board Welcomes Palantir's Lila Flores as a New Member, enhancing its expertise AI Commercialization

2025-10-21

Company data provided by crunchbase