WHO WE ARE :
TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners and a who's who of the financial service industry.
We are creating engaging wealth experiences to better financial lives through AI and investment intelligence powered personalization.
We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes.
We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs).
We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.
In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions.
OUR VALUES : Go with your GUTGrow at the Edge.
We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. 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 value transparency. We communicate with radical candor, authenticity and precision to create a shared understanding. We challenge, but once a decision is made, commit fully.I Win for Teamwin.
We believe in staying within our genius zones to succeed and we take full ownership of our work. We inspire each other with our energy and attitude.
We fly in formation to win together.WHAT YOU'LL BE DOING :
We are looking for an experienced marketing leader to join TIFIN and work on generative AI products at various holdings across our early-stage ventures.
As the Head of Growth Marketing, you will report straight to our President and CRO, and be an integral part of the team spearheading our go-to-market marketing efforts to bring exciting new technology to the world of wealth management.
Your day-to-day responsibilities will involve, building out the marketing function at Helix by HL, @Work, and Sage. You will partner in close collaboration with the Sales and Success teams to maintain and accelerate our growth trajectory, while developing cutting-edge strategies to solidify our market presence, create demand, and generate leads.
We are looking for a swiss army knife marketing executive, who is comfortable being the first dedicated marketer and can serve as a high-impact individual contributor in a fast-paced environment.
RESPONSIBILITIES :
Act as a senior strategic leader at who can collaborate across the firm to lead demand generationDevelop and execute innovative marketing strategies and sales collateral to drive marketing qualified leads for the sales teamLead brand, event, and channel marketing initiatives to elevate Helix's, @Work's, and Sage's profile in the wealth management industryDesign and launch new funnels : from ad targeting, channel selection, social media / landing page design, copy, retargeting, analytics, and reporting, to continuous improvement.
Utilize data-driven insights to make informed marketing decisions and optimize campaigns.Manage the company's marketing resources including marketing budget, technology platforms, vendors and agenciesChampion the Helix by HL, @Work, and Sage brand, ensuring consistency and impact in all marketing communications.REQUIREMENTS :
A minimum of 10+ years in marketing, with growth experience in fintech, data tech / AI, or other translatable B2B SaaS sectorsPrevious experience in a start-up or lean agency environments where you have worn many hats is strongly preferredPrevious experience in a financial services or fintech company that targets the wealth enterprise ecosystem is strongly preferredUnderstanding of alternative investments and private market investments is a bonusA general understanding of Generative AI and Large-language models is a bonusStrong analytical skills, with an ability to translate complex data into actionable marketing plansExceptional communication and interpersonal skills, capable of inspiring a team and engaging stakeholders at all levelsA deep understanding of the latest marketing trends and technologies, particularly in the tech industry, and a keen interest in new technologies and softwareSelf-starter excited about fintech and eager to join a new team and contribute from day oneA local presence in the Greater New York City area, and the ability to be in person 3 days a week (We will consider candidates in TIFIN's other office locations - Charlotte, NC and Boulder, CO)COMPENSATION AND BENEFITS PACKAGE :
For New York Applicants : The expected starting salary range for this position in New York City is between $150,000 - $200,000.
Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law.
TIFIN offers a competitive benefits package that includes :
Performance linked variable compensation, including equityMedical, dental, vision, life and disability insuranceFlexible Spending Account (FSA) and Health Savings Account (HSA)401(k) Retirement PlanFlexible PTO policy and Company-paid holidaysParental Leave : 12 week paid maternity, 4 week paid paternity leaveCorporate Social Responsibility and volunteering opportunitiesAccess to our Chief Mindfulness Officer, including 1 : 1 personal coaching for executives and rising starsCompany sponsored events like Qi Gong, Lunch & Learns, Development Workshops, Dinners, Happy Hours, and more!The ability to make a real impact in an incredibly fast-growing organization
A note on location.
While we have team centers in New York City, San Francisco, Charlotte, and Mumbai, TIFIN is headquartered in Boulder, CO and our preference is to build the team here whenever possible, so relocation packages are available for any candidate willing to relocate to the Boulder area.
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.
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