Full-Time

VP Engineering – Technical Lead

Tifin

Posted on 2/26/2025

TIFIN

TIFIN

201-500 employees

AI-driven personalized wealth management solutions

Compensation Overview

$150k - $200k/yr

Senior

Charlotte, NC, USA + 1 more

More locations: Boulder, CO, USA

Candidates can work from either Boulder, CO or Charlotte, NC.

Category
Backend Engineering
FinTech Engineering
Software Engineering
Required Skills
Redshift
Python
SQL
Postgres
AWS
MongoDB
Data Analysis
Requirements
  • Degree in Computer Science, related field, or equivalent experience
  • 5+ years of increasing responsibility in fullstack or backend engineering roles, ideally in startup environments
  • Real-world experience developing highly scalable solutions designed to democratize data to everyone in an organization
  • Strong coding skills in Python
  • Experience designing and building ETL pipelines
  • Ability to work comprehensively with various databases (Postgres, SQL, MongoDB, etc.)
  • Track record of choosing the proper transit, storage, and analytical technology to simplify and optimize the user experience
  • Ability to thrive in a highly demanding, entrepreneurial, and fast-paced environment
  • Highly flexible, good tolerance for ambiguity, and able to quickly adapt to changing priorities
  • A top performer with a proactive approach who has a “doer” & problem-solver mentality
  • An exceptional team player with strong communication skills
Responsibilities
  • Participate in architectural, design, and product sessions and be a crucial part of the decision-making process on overall technology direction
  • Work closely with Product, Design, and other Devs to build customer-facing features
  • Integrate with a wide array of tools and services via API
  • Develop event streaming architecture to load data into a Customer Data Platform
  • Build the infrastructure required for optimal extraction, transformation, and loading of data from a wide variety of data sources using SQL and AWS ‘big data’ technologies like Redshift and Glue
  • Identify, design, and implement internal process improvements: automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability, etc.
  • Create datasets for analytics and data scientist team members that assist them in building and optimizing our product into an innovative industry leader
  • Manage technical optimization for maximum speed and scalability

TIFIN enhances wealth management by using artificial intelligence to improve financial outcomes for various clients, including individual investors, financial advisors, and asset managers. The company creates platforms that personalize and intelligently manage wealth, addressing the growing demand for tailored financial solutions. TIFIN's services aim to eliminate obstacles and provide engaging experiences for users, setting it apart from competitors in the asset and wealth management industry. The goal is to offer AI-driven solutions that create a steady income stream while serving clients effectively.

Company Size

201-500

Company Stage

Late Stage VC

Total Funding

$237.7M

Headquarters

Boulder, Colorado

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • AI-driven personalization aligns with industry trends, enhancing TIFIN's market position.
  • TIFIN AXIS platform addresses middle office inefficiencies, offering a competitive advantage.
  • Strategic partnerships, like with SteelPeak, drive organic growth and client engagement.

What critics are saying

  • Complex AI integration in legacy systems may hinder TIFIN AXIS adoption.
  • Potential conflicts of interest in partnerships could affect client trust.
  • Strategic shifts under new leadership may disrupt existing operations.

What makes TIFIN unique

  • TIFIN leverages AI to personalize wealth management, enhancing client engagement and outcomes.
  • The company integrates AI agents in middle office operations, improving efficiency and reducing errors.
  • TIFIN's strategic partnerships expand its AI-driven solutions across wealth management sectors.

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Benefits

Performance linked variable compensation, including equity

Medical, dental, vision, insurance

Open PTO and Company-paid holidays

Remote work flexibility

Corporate Social Responsibilty opportunities

Fully stocked office kitchens

Company sponsored events

Growth & Insights and Company News

Headcount

6 month growth

5%

1 year growth

4%

2 year growth

2%
PR Newswire
May 14th, 2025
Tifin Introduces Axis: A New Productivity Platform Of Ai Agents For Asset And Wealth Enterprises

BOULDER, Colo., May 14, 2025 /PRNewswire/ -- TIFIN , a leader in AI for financial services, has announced the launch of TIFIN AXIS, a platform of AI agents designed to revolutionize middle office operations in financial services. Built on TIFIN's proven financial AI capabilities and Palantir's robust data infrastructure, TIFIN AXIS is designing a collection of AI agents for the numerous middle office processes that are common among wealth enterprises and among asset managers.The middle office often struggles with costly, error-prone manual workflows, disconnected systems, and navigating legacy tech stacks. In addition, turnover rates in this group remain high alongside elevated training costs. Through its deep domain expertise across wealth and asset management, and its leadership in finance specific AI, TIFIN has launched this project to address these challenges directly. With a collection of AI agents beneath a central orchestrator, this new approach helps reduce risks, increase efficiency and remove bottlenecks that drive growth.The platform's architecture includes:AI Agent Orchestrator: Multi-agent systems that automate tasks and streamline workflows, driving measurable improvements in operational efficiency.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.AI-powered co-pilot for advisors and other user personas, streamlining workflows across business workflows such as prospecting, conversion, onboarding, and client servicing

Blue Vault Partners
Apr 15th, 2025
TIFIN 'Playbook' Aims to Fill AI Knowledge, Guidance Gap

A three-person panel of TIFIN representatives highlighted this point at last month's Alts Summit, generating follow-up questions from advisors in the audience that the Playbook is designed to answer.

Financial Technology Insights
Apr 10th, 2025
Former Franklin Exec Joins TIFIN to Boost Leadership Team

Former Franklin exec joins TIFIN to boost leadership team.

PR Newswire
Apr 10th, 2025
Tifin Ag Expands Ria Momentum With Strategic Partnership With Steelpeak Wealth To Drive Organic Growth

BOULDER, Colo., April 10, 2025 /PRNewswire/ -- TIFIN AG , a leading provider of artificial intelligence (AI) and growth science solutions for the wealth management industry, today announced a strategic partnership with SteelPeak Wealth (SteelPeak), an independent registered investment advisor with $3.4 billion in assets under management. Through this collaboration, SteelPeak will leverage TIFIN AG's AI-powered asset consolidation package to enhance client engagement, foster holistic financial advisory, and drive better wealth outcomes for investors.SteelPeak joins a growing list of forward-thinking RIAs choosing to work with TIFIN AG to expand existing client relationships and drive organic growth at scale. The partnership underscores the increasing demand across the RIA channel for solutions that empower advisors with actionable intelligence while staying true to their mission of delivering sophisticated yet simple wealth management solutions."As wealth management firms evolve to meet the expectations of today's investors, we see a clear shift toward intelligent, data-driven growth strategies," said Jeannette Kuda, President and COO of TIFIN AG. "SteelPeak's commitment to holistic financial advisory and tailored solutions for their clients aligns with our mission at TIFIN AG—helping advisors unlock opportunities that lead to long-term financial security and peace of mind for the investors they serve. We're thrilled to support SteelPeak in achieving their vision."SteelPeak's team of 24 advisors serves more than 2,000 households with a philosophy rooted in its unwavering commitment to offer holistic financial advisory for every aspect of one's life. "Our firm is focused on helping clients achieve financial freedom through sophisticated wealth management solutions, from planning and investing to tax and estate consulting," said Tyler Resh, Chief Growth Officer at SteelPeak

PR Newswire
Apr 9th, 2025
Former Franklin Templeton Exec Joins To Strengthen Tifin'S Executive Team

Appointment follows addition of former LPL executive, Rob Pettman as TIFIN President and international expansion with TIFIN India.BOULDER, Colo., April 9, 2025 /PRNewswire/ -- TIFIN, a leading AI platform for the asset, wealth, and insurance sectors, announces the appointment of Harshendu Bindal to its executive team. Bindal will serve as CEO of TIFIN's Magnifi, which leverages conversational AI to build consumer facing investment platforms as the firm expands its enterprise offerings. He will also serve as the firm's Chief Global Officer, overseeing international expansion and partnerships including TIFIN India. He brings decades of fintech and digital wealth experience across Asia, Europe, and the Middle East. Bindal most recently led Franklin Templeton Strategic Ventures, overseeing venture investments, partnerships, and strategic platforms advancing Franklin Templeton's advisor technology capabilities. He previously served as Global Head of Digital Strategy and Wealth Management, Head of Retail, and President of Franklin Templeton Asset Management (India), where he helped build one of the country's most respected asset managers

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