WHO WE ARE:
TIFIN builds the AI operating layer for wealth. Our platform delivers agentic workflows across the industry's core personas—investors, advisors, investment teams, and operations—so financial institutions can move faster, serve more clients, and deliver better outcomes with the same (or fewer) resources. We combine finance-native AI, specialized data, and enterprise-grade controls to deploy secure, compliant capabilities into real production environments. WHAT SETS US APARTSpeed: We build and ship quickly—MVPs in ~3 months, production-ready products in ~6–12 months.
Track Record: Prior exits include 55ip (acquired by J.P. Morgan) and Paralel Technologies
Strategic Partners: Partners include J.P. Morgan, SEI, Franklin Templeton, Morningstar, FactSet, Broadridge, Motive Partners and Tectonic Ventures.
World-Class Team: Complimentary expertise across AI and financial services, with experience from Google, Microsoft, Uber, PayPal, eBay, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more.
OUR VALUES:
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.
WHAT YOU'LL BE DOING:
TIFIN.ai is the AI operating layer for the wealth enterprise, a platform offering an agent library to address workflows across operations, investments and growth. Our north star is delivering better wealth outcomes for more people. We're building production-grade multi-agent systems that power advisor copilots, investment intelligence workflows, and autonomous research capabilities As we scale our platform of investment intelligence products, we are seeking someone to lead the intersection of quantitative research, AI innovation, and product strategy. You will shape how systematic investing, personalization, and intelligent systems redefine the investor experience. This is a hands-on leadership role for someone who can move fluidly between portfolio theory, model development, AI systems, and product strategy. You will translate cutting-edge quantitative research and AI capabilities into scalable, revenue-generating investment products.
THE ROLE:
Lead the full lifecycle of quantitative model development — from ideation and backtesting to production deployment — across portfolio construction, risk, and factor modeling. Shape AI-driven investment intelligence by embedding LLMs, ML, and generative AI directly into research, analytics, and advisor workflows. Own a high-impact product roadmap at the intersection of quantitative finance and AI, with direct influence over revenue-generating capabilities. Work hands-on in Python alongside engineering to build scalable, production-grade investment systems on a cutting-edge digital wealth platform.
WHO YOU ARE:
MS/PhD in a quantitative discipline (Financial Mathematics, Statistics, CS, Engineering, or similar)5–10+ years in quantitative investment research, portfolio optimization, or investment product development Proven ability to bridge quant research and production platform implementation Strong Python skills; hands-on coder comfortable working alongside engineering Deep expertise in quant strategy development — portfolio optimization, risk/factor modeling, and statistical/predictive modeling Practical experience applying modern AI/ML (transformers, LLMs, NLP, embeddings) to production investment workflows, including agentic pipelinesCOMPENSATION AND BENEFITS PACKAGE:$150,000 - $225,000 USD, commensurate with experience. Relocation assistance is available for candidates currently outside of the Boulder area. In addition to cash compensation, a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility, which includes 90-100% medical, vision and dental coverage for you and your dependents, retirement benefits and flexible PTO. See our Careers page for more details. 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.
