Director of Charitable Services, TIFIN Give

WHAT YOU'LL BE DOING:

Part of TIFIN Wealth, TIFIN Give is a next-gen platform that empowers Advisors to grow their practices through becoming an integral part of their clients’ charitable giving process.  Our unique approach to Donor Advised Funds (DAFs) engages family members across generations to collaborate in their charitable giving.  TIFIN Give’s digital interface first guides Advisors and families in creating a Mission Statement and next utilizes AI to curate a list of relevant charities.  TIFIN Give is distinctive amongst DAFs in its ability to align the portfolio with the family's giving behaviors.

As the Director for the Charitable Services team, your job will be to administer the TIFIN Give DAF program using our next generation DAF Sponsor technology platform. You will be doing this through a “hands-on” approach, interacting with our client success and product teams to demonstrate the power of the technology in helping advisors grow their business.  This includes the daily administration of the contributions and gift policy for the DAF Sponsor, the investment operations for DAF assets, and responding to inquiries and resolving issues with the help of other team members. 

This career requires a thorough understanding of the TIFIN Give business model and product, as well as charitable and brokerage operations.  Additional qualifications are client service experience and strong communication skills. Your ability to work effectively with other members of the team will be critical to be successful in this role.

THE ROLE:

• Provide daily administration of the TIFIN Give DAF program
• Apply DAF Sponsor gift acceptance policy for incoming charitable contributions to the DAF
• Apply DAF Sponsor grant policy for outgoing donations to charity
• Investment operations in support of invested DAF assets
• Research client success team inquiries and respond in a timely manner
• Resolve client success issues by engaging with product & development teams
• Develop workable solutions that satisfy our clients, investors, and our company
• Proactively drive improvements to charitable services operations and the DAF Sponsor technology platform
• Work efficiently and effectively with team members

WHO YOU ARE: 

• 6+ years investment operations or charitable grant-making operations
• Experience with a high-growth tech company preferred
• A positive attitude, with an eagerness to solve problems
• Creative, opportunistic, and a problem solver 
• Strong communication skills, both oral and written 
• A strong work ethic, high integrity, and well-organized mindset
• The ability to follow instructions but work with minimal direct supervision
• Ability to thrive in a highly demanding, entrepreneurial & fast-paced environment 
• A top performer, with a proactive approach who has a “doer” & problem-solver mentality 
• A local presence in the Charlotte, NC or Boulder, CO areas
• A Bachelor’s Degree or higher

COMPENSATION AND BENEFITS PACKAGE:

For Colorado Applicants: The expected starting salary range for this position in Colorado 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. The position is also eligible for incentive compensation as well as client acquisition bonus programs.