Customer Success Manager, TIFIN Wealth

WHO WE ARE:

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motiv 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:

• Shared Understanding through Listening and Speaking the Truth. We communicate with radical candor, precision and compassion to create a shared understanding. We challenge, but once a decision is made, commit fully. We listen attentively, speak candidly.
• I Win for Teamwin. We believe in staying within our genius zones to succeed. We inspire each other with our energy and attitude. When we tap into our unique potential, we can come together to win together. We fly in formation, we cover each other's backs.
• Make Magic for our Users. We center around the voice of the customer. With deep empathy for our clients, we create technology that transforms investor experiences. 
• 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. We strive to be the best we can possibly be. No excuses. 
• Innovate with Creative Solutions. We believe that disruptive innovation begins with curiosity and creativity. We challenge the status quo and problem solve to find new answers. 

TIFIN offers a competitive benefits package that includes:

• Performance linked variable compensation, including equity
• Medical, dental, vision, life and disability insurance
• 401(k) Retirement Plan
• Flexible Spending & Health Savings Account
• Open PTO policy and Company-paid holidays
• Remote work flexibility
• Corporate Social Responsibility opportunities
• Fully stocked office kitchens
• Other company sponsored events like Qi Gong, Lunch & Learns, Annual Ski Days, Dinners, Happy Hours, and more!

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.