Tifin

201-500 employees
2 jobs posted

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Director of RIA Sales, TIFIN.ai

Added

6 days ago

Location

Type

Full time

Salary

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Related skills

crm outreach sales enterprise sales b2b sales

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📋 Description

Open doors with existing network; build repeatable outbound motion
Generate 10–15 qualified conversations weekly with mid-market RIAs
Leverage/expand strategic partnerships as a channel into new firms
Run discovery mapping agentic workflows to firm pain
Partner with exec team on deal strategy, pricing, close
Feedback into product from RIA interactions

🎯 Requirements

Background from a TAMP or selling CRM/financial planning/advisor tech to RIAs
Relationships with CEO/COO/President/Head of Sales at mid-market RIAs ($2B–$100B AUM)
Comfortable owning top-of-funnel; not an SDR-managed role
Experience selling new-to-market to conservative buyers (category creation)

🎁 Benefits

Equity stake; meaningful total compensation package
Medical/Vision/Dental coverage; retirement benefits
Flexible PTO; see Careers page for more details

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