TIFIN
wealth management
Director,AdvisorSales&Enablement
Neural analysis suggests this role is
optimal for Director candidates.
“Director, Advisor Sales & Enablement at TIFIN. Skills: Advisor Sales, Advisor Enablement, Practice Management, Retirement Plan Business Growth, Bridging Retirement and Wealth Management. Build trusted relationships with advisors and become their go-to resource for @Work. Help advisors find the right plan sponsor opportunities in their book and build the conviction to act on them”
What You'll Achieve.
Meaningfully expand the group of advisors who lean in and see real growth in their practice; Drive plan sponsor engagement and rollout; Track workplace-to-wealth conversion outcomes
Industry & Context.
Identify opportunities within constraints and propose solutions
What They're Looking For.
Must Have
5 to 7+ years working with RIAs in sales, enablement, or account management, Real fluency in how advisors run their practices and how retirement plan business actually gets won and grown, A consultative instinct, you'd rather change how an advisor thinks than push a product, Comfort operating in ambiguity and moving fast, Genuine curiosity about AI and how it changes the advisor's job
What You'll Do.
Build trusted relationships with advisors and become their go-to resource for @Work
Help advisors find the right plan sponsor opportunities in their book and build the conviction to act on them
Consult on practice management
specifically how @Work bridges retirement and wealth management
Equip advisors to win net-new plans through prospect conversations
and finalist presentations
Pair with implementation leads on the Success Team to drive plan sponsor engagement and rollout
Track workplace-to-wealth conversion outcomes and use them to deepen advisor engagement and sharpen our strategy
How You'll Work.
Team & Collaboration
Partner with advisors across our ecosystem; Pair with implementation leads on the Success Team to drive plan sponsor engagement and rollout
Communication Scope
Authenticity; Precision; Integrity
Full Job Description
WHO WE ARE TIFIN builds the AI operating layer for wealth. Our platform delivers agentic workflows across the industry’s core personas—investors, advisors, investment teams, and operations—so financial institutions can move faster, serve more clients, and deliver better outcomes with the same (or fewer) resources. We combine finance-native AI, specialized data, and enterprise-grade controls to deploy secure, compliant capabilities into real production environments. WHAT SETS US APART Speed: We build and ship quickly—MVPs in ~3 months, production-ready products in ~6–12 months. Track Record: Prior exits include 55ip (acquired by J. P. Morgan) and Paralel Technologies Strategic Partners: Partners include J. P. Morgan, SEI, Franklin Templeton, Morningstar, Broadridge, Motive Partners and Tectonic Ventures. World-Class Team: Complimentary expertise across AI and financial services, with experience from Google, Microsoft, Uber, PayPal, eBay, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more. OUR VALUES Grow at the Edge. We are driven by personal growth fueled by a beginner’s mindset. We get out of our comfort zone and keep egos aside. With self-awareness and integrity we strive to be the best we can possibly be. No excuses. Understanding through Listening and Speaking the Truth. We communicate with authenticity, precision and integrity to create a shared understanding. We identify opportunities within constraints and propose solutions in service to the team. I Win for Teamwin. We believe in staying within our genius zones to succeed and taking accountability for driving results. We are all individual contributors first and always thinking about what can be better. ROLE OVERVIEW TIFIN @Work is our AI-powered workplace-to-wealth platform. We help employees make smarter financial decisions and intelligently connect them to advisors at the moments that matter, turning workplace relationships into a real growth engine for advisor practices. You will be t
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