Job Description

WHO WE ARE

TIFIN builds AI-powered financial technology that personalizes and improves financial advice across consumers, advisors, workplaces, and institutions. Our modular platform embeds finance-tuned AI to deliver dynamic, tailored guidance at scale—without added complexity. Combining proprietary models, specialized data, and a fast-paced engineering culture, we create secure, compliant tools that power real outcomes. Other differentiators include:

• Speed: Our ability to stand up businesses at 2-4x the speed of typical fintech companies (building MVPs in 3 months and production-ready products in 6-12 months)
• Track Record: Previous exits include 55ip (acquired by J.P. Morgan) and Paralel
• Strategic Partners: Partners include J.P. Morgan, Franklin Templeton, Morningstar, Broadridge, Hamilton Lane, Motive Partners and SEI.
• World-Class Team: Complimentary financial services & technical expertise from Google, Microsoft, Uber, PayPal, eBay, Techstars, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more.

OUR VALUES: Go with your GUT

• Grow at the Edge. We are driven by personal growth fueled by a beginner’s mindset. We get out of our comfort zone and keep egos aside. 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 communicate with authenticity, precision and integrity to create a shared understanding. We identify opportunities within constraints and propose solutions in service to the team.
• I Win for Teamwin. We believe in staying within our genius zones to succeed and taking accountability for driving results. We are all individual contributors first and always thinking about what can be better.

ROLE OVERVIEW

We are looking for hands on product managers to act as product owners. You will own development, execution, and delivery of the product vision and roadmap for one or more generative AI product lines. We are looking for individuals who have domain expertise in wealth management or fintech and a track record shipping AI or software products. You will work closely with business leadership, AI engineering and design to shape internal and external feedback into technology that creates magic for our customers.

PROJECTS

• AI Agent Orchestrator: Multi-agent systems that automate tasks and streamline workflows, driving measurable improvements in operational efficiency.
• Human-in-the-Loop Collaboration: AI-powered co-pilot for advisors and other user personas, streamlining workflows across business workflows such as prospecting, conversion, onboarding, and client servicing.
• Fine-Tuned Models: Purpose-tuned models for financial services to handle complex, multi-turn interactions with actionability in low-latency environments.
• Seamless Legacy Tech Integration: Designed to navigate and optimize legacy systems for streamlined operations with computer use models.

WHAT YOU’LL DO

• Live and breathe the product. Own all aspects to launch new products and features with a highly detailed and thoughtful testing approach.
• Be obsessed with customers. Talk to them. Validate your ideas with feedback and data. Ensure that the customer is infused in everything you do.
• Drive feature and story definition with acceptance criteria and prioritize based on strategies and roadmap.
• Mock up concepts, write specs, cut tickets, write copy, and do whatever it takes to ship your products.
• Use metrics and feedback to improve team and organization processes, best practices, performance, and delivery.

WHAT YOU’LL BRING

• 5+ years of hands-on experience in a product management role with a track record delivering products that drive business impact, ideally building AI or fintech products.
• Ability to manage the product roadmap from scratch through to production.
• Swift, high-quality decision making informed by data but not paralyzed without it.
• Ability to plan for future work while maintaining the current delivery with rapidly changing priorities.
• Resilience and adaptability - experience working at early-stage startups is a plus.

COMPENSATION RANGE

$150,000 - $200,000 USD

In addition to cash compensation, a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility: Comprehensive health, dental and vision coverage, retirement benefits and flexible PTO.

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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