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WHO WE ARE:
TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, 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
WHAT YOU'LL BE DOING:
A division of TIFIN, TIFIN AMP provides Asset Management firms with unique insights to turbocharge their distribution of fund products through the US Intermediary/advisor-sold channel. It is the first end-to-end digital distribution solution in the industry. Our centralized data platform leverages the combined data from all of our services, which is then enriched with partner and third-party data. We provide insights to asset managers about their target audience and how to best reach that audience.
The Director, Customer Success is a key role within TIFIN's Asset Management Customer Success team. This team is responsible for being the main point of contact with leading Asset Management firms to use the TIFIN ecosystem to enhance their sales, marketing, and data needs to drive more efficient fund distribution. This role's main responsibilities include being the day-to-day liaison with our key client stakeholders to ensure a successful relationship, support our customers in realizing the value from their partnership, and find ways to grow and expand the partnership by coordinating various campaigns and deliverables to help promote awareness and consideration as well as engagement of our customer's investment solutions with key advisors and individual investor audiences.
The role will work hand-in-hand with our Engineering, Data Science, and Sales teams on a regular basis. In partnership with Sales, this role will ensure a seamless transfer of trust from the moment a contract is signed until the partner is onboarded. In addition, Customer Success is responsible for working with marketing to deliver ongoing qualitative and quantitative value/ROI for our clients to help support expansion and renewal efforts.
THE ROLE:
WHO YOU ARE:
COMPENSATION AND BENEFITS PACKAGE:
The expected starting salary range for this position is between $100,000 - 130,000. 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:
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.
Full Time
Accommodations
$155k-195k (estimate)
05/01/2024
06/29/2024
tifin.com
NEW YORK, NY
25 - 50
2018
Private
MICHAEL D'AGOSTINO
<$5M
Accommodations
TIFIN is a New York-based platform that conceives, creates, and operates fintech companies in the areas of wealth management, investments, and personal finance.