TIFIN

Investment Operations Associate, Charitable Services

TIFIN

3 months ago
Charlotte, NC
Onsite
Full Time
Medior
4 applicants
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TIFIN
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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.

Skills

TIFIN

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.

About TIFIN

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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