Director of Partnership Success, TIFIN
Job Description
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.
- 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.
- 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.
- 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.
- 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.
WHAT YOU'LL BE DOING:
- Manage the day-to-day account activities and be the primary point of contact for the partnership
- Steer and help guide the client’s priorities and strategy to help ensure their long-term success
- Discover or create new opportunities to deepen the partnership
- Coordinate and align multiple stakeholders within the client’s organization and TIFIN to execute a consistent cadence and rhythm with the account
- Oversee on-going touch points, including any analytic and reporting needs to showcase performance
- Ensure renewal rates and reduce churn at our accounts
- Expand our revenue in accounts through identifying and closing cross-sell and up-sell opportunities
- Create future lifetime value through higher product adoption, customer satisfaction and overall health scores
- 5+ years of overall Customer Success, Business Development, Marketing or similar relevant experience.
- Preferably 3-5 years in financial services, financial technology, or a similar position that was client facing
- Understanding of investment (mutual funds, etfs, model portfolio) is a plus
- Track record of generating long term commercial results in enterprise accounts
- Demonstrated ability to learn complex new technologies
- Comfort working in a fast-paced environment
- Excellent program management skills
- Strong written and verbal communication skills
COMPENSATION AND BENEFITS PACKAGE:
For Colorado Applicants: The expected starting salary range for this position in Colorado is between $90,000 - $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.
TIFIN offers a competitive benefits package that includes:
- Performance linked variable compensation, including equity
- Medical, dental, vision, life and disability insurance
- Flexible Spending & Health Savings Account
- 401(k) Retirement Plan
- Flexible PTO policy and Company-paid holidays
- Corporate Social Responsibility opportunities
- Fully stocked office kitchens
- Other company sponsored events like Qi Gong, Lunch & Learns, Development Workshops, 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.
Date Posted
10/07/2022
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2
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