About The Position

TIFIN builds the AI operating layer for wealth, delivering agentic workflows across investor, advisor, investment team, and operations personas. Their platform enables financial institutions to enhance speed, client service, and outcomes with AI, specialized data, and enterprise-grade controls. TIFIN is known for its rapid development cycle, with MVPs in approximately 3 months and production-ready products in 6-12 months. The company has a strong track record with prior exits and strategic partnerships with major financial institutions like J.P. Morgan, SEI, and Morningstar. The team comprises individuals with expertise in AI and financial services from leading companies such as Google, Microsoft, and BlackRock.

Requirements

  • 5+ years of hands-on product management experience with a proven record of shipping products that deliver clear business and customer impact.
  • Experience delivering digital client experiences through enterprise partners, preferably in wealth management, financial technology, or another regulated industry.
  • Fluency across the full product lifecycle, from ambiguous problem definition and roadmap creation to production launch and sustained adoption.
  • Working knowledge of AI products and their practical limitations, including designing for quality, evaluation, feedback, and human oversight.
  • The ability to balance a client's immediate needs with a coherent, reusable platform strategy.
  • Fast, high-quality decision-making skills, comfort using data without waiting for perfect information, and resilience when priorities change.
  • Clear communication skills with senior client stakeholders, designers, engineers, AI teams, and commercial leaders.

Responsibilities

  • Own the end-client product, setting the vision and roadmap for intelligent experiences embedded in wealth firms' portals, apps, and service journeys.
  • Lead enterprise deployment, including discovery, configuration, integration, testing, and launch with client product, technology, operations, and compliance teams.
  • Develop a repeatable model by turning each deployment into reusable capabilities, standards, and playbooks to accelerate future launches.
  • Build trust by design, incorporating privacy, permissioning, explainability, compliance controls, and clear paths to human support into the experience.
  • Define success measures, instrument the user journey, analyze behavior and feedback, and drive product improvements post-launch to ensure adoption and outcomes.
  • Translate customer needs into prototypes, requirements, acceptance criteria, priorities, and decisions, ensuring hands-on execution to ship the product effectively.

Benefits

  • 90-100% medical, vision and dental coverage for you and your dependents
  • Retirement benefits
  • Flexible PTO
  • Meaningful equity stake
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