Investment Operations, Charitable Services - Charlotte, NC
3 hours ago
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 seeking a hands-on Investment Operations professional to lead and scale the operational infrastructure supporting our philanthropy-tech platform, Give. This role owns the end-to-end execution of donor-advised fund (DAF) operations, including grants, contributions, trading, and custodian coordination, while serving as a key problem-solver across Operations, Customer Success, Product, and Engineering.
The ideal candidate brings a strong foundation in investment or wealth management operations, paired with a customer-first mindset and a passion for improving processes through automation and AI-enabled tooling. This is a highly visible role with real ownership, suited for someone who thrives in fast-paced, entrepreneurial environments and prefers doing over delegating.
PROJECTS
- AI Automation: Leverage AI tools to reduce reconciliation timelines and efficiently scale operations, in partnership with product leadership.
- Improve Client Experience: Develop innovative solutions to reduce inbound operational support inquiries and improve the overall client experience.
- Streamline Workflows: Identify opportunities to streamline workflows across custodial and third-party systems as well as root causes of operational friction and design scalable, long-term solutions.
WHAT YOU'LL DO
- Lead and optimize the operational execution for all charitable services, including donor-advised fund activity.
- Oversee day-to-day processing of grant disbursements, contribution reconciliation, and trade execution. Ensure operational accuracy, timeliness, and adherence to SLAs.
- Act as the primary operational point of contact for custodial partnerships and non-profit organizations.
- Serve as a liaison across Customer Success, Operations, Product, and Engineering teams, partnering directly to resolve complex client issues.
WHAT YOU'LL BRING
- 3–5+ years of experience in operations across finance, investments, wealth management, or charitable giving
- Experience working with platforms such as Advent, Moxy, Black Diamond, Wealthscape, or similar investment systems
- Familiarity with custodial integrations including Schwab, Fidelity, LPL, Pershing, or equivalent providers
- Familiarity with day-to-day operations for alternative and illiquid assets preferred; includes processing transfers and assignments, coordinating redemptions, and tracking approvals
- Strong operational mindset with a customer-success orientation
- Coachable, curious, and eager to solve problems using AI and automation tools
COMPENSATION
$80,000 – $120,000
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.
Please see more details on our privacy practices in our Privacy Notice here.
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