Director of RIA Sales, Sage

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 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:

A division of TIFIN, Sage is a generative AI investment assistant that acts as a personalized CIO (Chief Investment Officer), providing advisors with actionable, personalized investment advice for their clients. Sage offers an AI-powered intelligence engine and natural language assistant that organizes client account data and utilizes advisor inputs to provide actionable answers based on natural language prompts. Financial advisors and wealth enterprises can plug this interface into their existing technology stacks and workstations and receive conversational responses that enable wealth managers to approach client communication, investment questions, and provide actionable insights quickly and with confidence.

As a Director of RIA Sales at Sage, your focus will be to engage RIA financial advisors in discussions about using and adopting this new technology. The sales cycle will involve identifying revenue-generating opportunities and closing new business. This is an individual contributor role reporting directly to the CEO and working closely within our Sage team of sales, marketing, and success professionals.

This career requires a thorough understanding of sales and financial advisors as well as our business model, platforms, and partners. You should have a proven track record of exceeding quota in a sales environment and be a motivated and tenacious self-starter who is comfortable selling to financial advisors. Your ability to work effectively with other members of the team will be critical to be successful in this role.

THE ROLE:

Achieve revenue targets by generating and closing deals with advisors

Execute sales strategy, process and, value proposition

Construct, forecast, and manage pipeline of opportunities

Ongoing management and servicing of existing client relationships

Manage & drive the monthly/quarterly reporting process to clients

Collaborate with technical/product colleagues to proactively drive improvements to program

WHO YOU ARE:

Bachelor’s Degree

5+ years of full-cycle sales experience, with a proven track record of success

3+ years of experience selling to tech to advisors or internal wholesale

Deep understanding of the financial advisory space

Creative, opportunistic, and a problem solver

Excellent interpersonal and written/verbal communication skills

A strong work ethic, high integrity, and well-organized mindset

The ability to follow instructions but work with minimal direct supervision

Ability to thrive in a highly demanding, entrepreneurial & fast-paced environment

A top performer, with a proactive approach who has a “doer” & problem-solver mentality

COMPENSATION AND BENEFITS PACKAGE:

For Colorado Applicants: The expected starting salary range for this position in Colorado is between $100,000 - $120,000 + 10% commission + equity. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law. The position is also eligible for incentive compensation as well as client acquisition bonus programs.

TIFIN offers a competitive benefits package that includes:

Performance linked variable compensation, including equity

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, 4 week paid paternity leave

Corporate Social Responsibility and volunteering opportunities

Access to our Chief Mindfulness Officer, including 1:1 personal coaching for executives and rising stars

Company 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.