Investment Operations Associate, Charitable Services

TIFIN•Charlotte, NC

3d•$80,000 - $100,000

About The Position

We are seeking a hands-on Investment Operations professional to lead and scale the operational infrastructure supporting our philanthropy-tech platform, Give. This role owns the end-to-end execution of donor-advised fund (DAF) operations, including grants, contributions, trading, and custodian coordination, while serving as a key problem-solver across Operations, Customer Success, Product, and Engineering. The ideal candidate brings a strong foundation in investment or wealth management operations, paired with a customer-first mindset and a passion for improving processes through automation and AI-enabled tooling. This is a highly visible role with real ownership, suited for someone who thrives in fast-paced, entrepreneurial environments and prefers doing over delegating.

Requirements

2–5+ years of experience in operations across finance, investments, wealth management, or charitable giving
Experience working with platforms such as Advent, Moxy, Black Diamond, Wealthscape, or similar investment systems
Familiarity with custodial integrations including Schwab, Fidelity, LPL, Pershing, or equivalent providers
Strong operational mindset with a customer-success orientation
Coachable, curious, and eager to solve problems using AI and automation tools

Responsibilities

Lead and optimize the operational execution for all charitable services, including donor-advised fund activity.
Oversee day-to-day processing of grant disbursements, contribution reconciliation, and trade execution. Ensure operational accuracy, timeliness, and adherence to SLAs.
Act as the primary operational point of contact for custodial partnerships and non-profit organizations.
Serve as a liaison across Customer Success, Operations, Product, and Engineering teams, partnering directly to resolve complex client issues.