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, FactSet, 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. WHAT YOU'LL DO: More people need financial guidance, while advisor capacity is shrinking and financial lives are becoming more complex. TIFIN.AI is building the enterprise-grade agentic platform that helps wealth firms close that gap through secure, compliant, personalized experiences. This role owns the last mile. You will turn TIFIN.AI's platform into end-client experiences that wealth enterprises can deploy, trust, and scale across advised and self-directed channels. You will lead the product from client discovery through integration, launch, adoption, and measurable outcomes. AI can move wealth experiences from periodic and static to continuous and responsive. TIFIN.AI already brings together the context, agent library, orchestration, and human experience layers required for enterprise deployment. The next challenge is to make that capability real for millions of end clients through the firms they already trust. The product and deployment patterns set now will define how every future enterprise client launches. WHAT YOU'LL OWN: The end-client product. Set the vision and roadmap for intelligent experiences embedded in wealth firms' portals, apps, and service journeys. Enterprise deployment. Lead discovery, configuration, integration, testing, and launch with client product, technology, operations, and compliance teams. A repeatable model. Turn each deployment into reusable capabilities, standards, and playbooks so the next launch is faster and better. Trust by design. Build privacy, permissioning, explainability, compliance controls, and clear paths to human support into the experience. Adoption and outcomes. Define success measures, instrument the journey, learn from behavior and feedback, and improve the product after launch. Hands-on execution. Translate customer needs into prototypes, requirements, acceptance criteria, priorities, and decisions. Do whatever the product needs to ship well. WHAT YOU'LL BRING: 5+ years of hands-on product management experience across the full product lifecycle, with a record of shipping AI products that create clear business and customer impact. Working knowledge of AI products and their practical limits. You know how to design for quality, evaluation, feedback, and human oversight. Experience delivering consumer (B2C) or client experiences through enterprise partners (B2B2C), ideally in wealth management, financial technology, or another regulated industry. AI-native working style and fluency with rapid prototyping The judgment to balance a client's immediate needs with a coherent, reusable platform. Fast, high-quality decision making; comfort using data without waiting for perfect information; and resilience when priorities change. Clear communication with senior client stakeholders, designers, engineers, AI teams, and commercial leaders. COMPENSATION AND BENEFITS PACKAGE: $150,000 - $200,000 USD In addition to cash compensation, a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility, which includes 90-100% medical, vision and dental coverage for you and your dependents, retirement benefits and flexible PTO. See our Careers page for more details. 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. Please see more details on our privacy practices in our Privacy Notice here.

Requirements

Must-haves

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, FactSet, 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.
The end-client product. Set the vision and roadmap for intelligent experiences embedded in wealth firms' portals, apps, and service journeys.
Enterprise deployment. Lead discovery, configuration, integration, testing, and launch with client product, technology, operations, and compliance teams.
A repeatable model. Turn each deployment into reusable capabilities, standards, and playbooks so the next launch is faster and better.
Trust by design. Build privacy, permissioning, explainability, compliance controls, and clear paths to human support into the experience.
Adoption and outcomes. Define success measures, instrument the journey, learn from behavior and feedback, and improve the product after launch.
Hands-on execution. Translate customer needs into prototypes, requirements, acceptance criteria, priorities, and decisions. Do whatever the product needs to ship well.
5+ years of hands-on product management experience across the full product lifecycle, with a record of shipping AI products that create clear business and customer impact.
Working knowledge of AI products and their practical limits. You know how to design for quality, evaluation, feedback, and human oversight.
Experience delivering consumer (B2C) or client experiences through enterprise partners (B2B2C), ideally in wealth management, financial technology, or another regulated industry.
AI-native working style and fluency with rapid prototyping
The judgment to balance a client's immediate needs with a coherent, reusable platform.
Fast, high-quality decision making; comfort using data without waiting for perfect information; and resilience when priorities change.
Clear communication with senior client stakeholders, designers, engineers, AI teams, and commercial leaders.
Please see more details on our privacy practices in our Privacy Notice here.

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

Pto