Investment Operations Associate, Charitable Services

TIFIN(20 days ago)

Charlotte, NCOnsiteFull TimeMedior$80,000 - $100,000Operations

About this role

TIFIN is seeking a hands-on Investment Operations professional to lead and scale the operational infrastructure for their philanthropy-tech platform, Give. This role involves executing end-to-end donor-advised fund operations, and requires a candidate with a strong foundation in investment or wealth management operations, paired with a customer-first mindset and an affinity for process improvement through automation and AI.

View Original Listing

Required Skills

Investment Operations
AI Automation
Process Improvement
Customer Experience

About TIFIN

tifin.com

TIFIN is a fintech technology company that uses AI and investment-driven personalization to build engaging financial experiences. It works with banks, wealth managers, advisors and fintechs to tailor recommendations, client journeys and product matching using data science, behavioral segmentation and predictive models. TIFIN provides modular platforms and APIs that translate investment research and proprietary data into personalized marketing, advisory and portfolio solutions. Clients choose TIFIN for its combination of AI capability and deep finance expertise to drive engagement and better financial outcomes.