Client Development Specialist, TIFIN Give

WHO WE ARE:

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, SEI, 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 GUT

• Grow 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:

Part of TIFIN, TIFIN Give is a tech-first philanthropy partner to wealth enterprises and builds philanthropy platforms of the future. Our primary offering is a community-based giving experience using a Donor Advised Fund (DAF). Our unique approach to philanthropy engages family members across generations to collaborate in their charitable giving, and empowers Financial Advisors to grow their practices by making philanthropy a core strategic offering, not a commodity service. TIFIN Give enables a differentiated approach to philanthropy through its ability to align the investment portfolios with a family's giving activity, utilize AI to curate charitable search and discovery and offer a delightful and engaging user experience.

As a Client Development Specialist, you'll sit at the intersection of growth and client experience. You'll work with sales leadership to identify, engage, and qualify prospective clients-ranging from top financial institutions and wealth enterprises to broker-dealers, asset managers, Registered Investment Advisors (RIAs), and multi-family offices (MFOs) across North America. You'll support pipeline development through outbound outreach and play a key role in coordinating meetings and product demos with our executive sales team, including the CEO and Head of Enterprise Partnerships.

Beyond prospecting, you'll be instrumental in onboarding and supporting new clients-ensuring a smooth handoff from sales to service, managing early-stage relationships, and helping clients derive value from our platform from day one. You'll act a key point of contact for both prospective and new acquired clients, helping to build trust and long-term engagement. Your feedback and insights from client interactions will help shape how we grow and serve our customer base.

We are a Series A fintech company, with marquee clients. This is a true greenfield opportunity; the clients want and need our proven solution. You'll have the opportunity-and expectation-to grow into a larger role across sales, customer success, or marketing depending on your strengths. This is a high-impact, high-visibility role where you'll directly contribute to revenue growth and client satisfaction.

We're looking for someone with drive, relationship-building instincts, a client-first mindset, and a passion for fintech.

THE ROLE:

• Achieve quota assignments while accurately forecasting sales activity
• Conduct high volume prospecting (60-100 activities per day) to qualify leads through calls, email, and social media
• Engage new prospects and support smooth onboarding for newly acquired clients, ensuring a high-quality client experience from day one
• Serve as an early point of contact for new clients, helping to build trust, answer initial product questions, and guide new users
• Fast and proficient research via LinkedIn, Google, and other digital tools to identify key decision-makers and personalize outreach
• Work closely and collaboratively with Sales Executives to develop and implement appropriate prospecting strategies
• Schedule discovery meetings and demos for Sales Executives to further assess a prospect's business and potential for partnership with TIFIN
• Learn about our customers-their business models, challenges, and how our solutions create tangible impact
• Gain foundational experience in both business development and client relationship management, with a path to grow into more senior roles in Sales, Success, and Partnerships
• Maintain lead and client data in Hubspot with high accuracy
• Stay accountable for daily and weekly activity goals and reporting metrics

WHO YOU ARE:

• 1+ years of experience in a client-facing role with quota responsibility-ideally in outbound sales, client services, or customer success within a high-growth tech of financial services environment
• A natural relationship builder with strong interpersonal and communication skills-both written and verbal
• Hunter mentality: you're proactive, self-motivated, and energized by the opportunity to connect with new people
• A customer-first mindset: you enjoy understanding client needs, problem solving, and being a trusted point of contact
• Organized, responsive, and resourceful-you're comfortable balancing prospecting, onboarding, and internal coordination
• Curious and eager to learn-you seek out feedback, share insights, and want to grow your career across sales or client success
• Proficiency in Microsoft Excel or Gsuite Sheets
• Familiarity with CRM platforms like HubSpot and capable of managing and prioritizing a busy pipeline
• A local presence in Boulder, CO; New York, NY; or Charlotte, NC
• A Bachelor's Degree or higher

COMPENSATION AND BENEFITS PACKAGE:

The expected starting salary range for this position in Colorado is between $80,000-$85,000. This position is also eligible for incentive compensation and equity. 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:

• Medical, dental, vision, life and disability insurance
• Flexible Spending Account (FSA) and Health Savings Account (HSA)
• 401(k) Retirement Plan
• Flexible PTO policy and Company-paid holidays
• Parental Leave: 12 week paid maternity, 6 week paid paternity leave
• Corporate Social Responsibility and volunteering opportunities
• Access to our Chief Mindfulness Officer for Mindfulness events and 1:1 personal coaching
• Company sponsored events like mindfulness events, development workshops, team dinners, pickleball games, happy hours, holiday parties and more!
• The ability to make a real impact in an incredibly fast-growing organization

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.