Product - End Client Experiences, TIFIN.ai
TIFIN
$150,000 - $200,000 / year
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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.
Benefits
- dental insurance
- paid time off
- stock options
About this role
TIFIN.ai is building the AI operating layer for wealth management, and this role owns how that platform reaches end clients. You'll lead the product experience that wealth firms embed into their portals and apps—turning sophisticated agentic workflows into something millions of advised and self-directed clients can actually use. This means owning everything from initial client discovery through integration, launch, adoption measurement, and iterating based on real-world behavior. The work spans setting product vision and roadmap, leading enterprise deployments with partner teams across product, technology, operations, and compliance, and building repeatable playbooks so each new launch gets faster and better.
You'll need 5+ years shipping products with measurable business impact, ideally in wealth management or regulated fintech. The role demands fluency across the full product lifecycle, working knowledge of AI products and their practical limits, and the judgment to balance immediate client needs against building a coherent platform. You'll translate ambiguous customer problems into prototypes, requirements, and decisions—and do whatever execution work the product needs to ship well. Clear communication with senior stakeholders, designers, engineers, and AI teams is essential, as is comfort making fast, high-quality decisions without perfect information.
The position is full-time, in-office in Boulder, Colorado, with a salary range of $150,000–$200,000 plus meaningful equity. TIFIN's team includes alumni from Google, Microsoft, BlackRock, and Morgan Stanley, and the company has a track record of shipping MVPs in three months and production-ready products in six to twelve months.
How this employer is doing
solid
- Recently Raised Funding
In the news
The Tifin Group - 2026 Funding Rounds & List of Investors, tracxn.com
This role's local market on JobMinglr
Pay for this role
$150,000 to $200,000 per year
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