Senior Enterprise Implementation & Success Manager

WHO WE ARE:

TIFIN is a fintech platform transforming the world of wealth through AI-powered personalization and investment intelligence. Backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, and Motive Partners, we are led by a team of seasoned entrepreneurs, technology experts, and wealth management veterans.

Our mission is to create engaging wealth experiences that improve financial outcomes. Just as personalization has reshaped how we experience movies, music, and shopping, TIFIN is bringing that same transformation to investing, but with the added responsibility of helping people achieve better financial lives.

We combine design and behavioral science to power intuitive, user-centric software and application programming interfaces (APIs). Our investment science and algorithmic engines personalize advice and investment solutions at scale.

Everyone’s financial journey is different. We match individuals with the right advice and investment opportunities across our wealth marketplace and planning solutions.

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:

TIFIN @Work is an AI-powered platform that transforms workplace clients into wealth management opportunities, delivering personalized, scalable investment-focused solutions. A division of TIFIN, @Work empowers employees to make better financial decisions. Leveraging TIFIN’s expertise in AI-driven fintech platforms, TIFIN @Work delivers actionable financial insights, helping individuals achieve long-term financial growth, reduce stress around personal finance, and ultimately improve overall employee well-being.

As a Senior Implementation and Success Manager, you will lead enterprise-scale client rollouts from discovery through launch and beyond. This role requires cross-functional collaboration, deep project management experience, and a passion for using AI to drive financial outcomes. You will serve as the primary implementation lead for some of our largest and most strategic clients.

THE ROLE:

• Lead Complex Enterprise Implementations: Serve as the strategic lead on high-visibility client rollouts, ensuring cross-functional alignment across product, engineering, legal, and client stakeholders.
• Manage Full Implementation Lifecycle: Own project planning, scope definition, resource alignment, and success measurement for national clients with large participant bases and multi-product integrations.
• Facilitate Executive Alignment & Governance: Coordinate key implementation ceremonies (e.g., kickoff workshops, design acceptance reviews, go/no-go checkpoints) and build shared visibility into goals, blockers, and launch timelines.
• Prototype-Driven Rollouts: Manage delivery of MVP features and prototypes, ensuring client alignment and approval through defined acceptance criteria and QA processes.
• Scope & Prioritization Stewardship: Balance enterprise client needs with internal priorities. Lead scope management conversations and proactively propose revised timelines when needed to drive quality at scale.
• Advisor & Partner Enablement: Train and support advisor teams on platform usage, referral paths, and digital workflows. Deliver documentation, demos, and ongoing coaching to maximize engagement and adoption.
• Rollout Timeline Management: Create and manage phased rollout plans for national employers, including employer onboarding, employee communications, HRIS integrations, and ongoing engagement tactics.
• Client Success and Engagement: Build and maintain strong relationships with clients by enabling them to achieve measurable results through the @Work Platform. Effectively report key outcomes to demonstrate value.
• AI and Product Advocacy: Conduct product demos to showcase our AI capabilities and communicate value to stakeholders.

WHO YOU ARE:

• Bachelor’s degree required.
• 5+ years of experience in enterprise implementation, client success, or project management, preferably in fintech, financial services, or SaaS.
• Proven experience leading enterprise SaaS implementations with Fortune 500 or national-scale organizations.
• Strategic communicator comfortable interfacing with senior leadership.
• Passionate about AI and its transformative potential.
• Strong analytical and problem-solving skills.
• Proficient in PowerPoint and Excel; strong attention to detail.
• Willing to travel to client sites as needed.
• Highly organized with excellent time management.
• Collaborative team player who thrives in a fast-paced environment.

COMPENSATION AND BENEFITS PACKAGE:

The expected starting salary range for this position in Colorado is between $110,000 and $120,000. Actual pay will be determined based on experience and other job-related factors permitted by law.

TIFIN offers a competitive benefits package that includes:

• 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, 6 week paid paternity leave
• Corporate Social Responsibility and volunteering opportunities
• Access to our Chief Mindfulness Officer for Mindfulness events and 1:1 personal coaching
• Company sponsored events like mindfulness events, development workshops, team dinners, pickleball games, happy hours, holiday parties and more!
• The ability to make a real impact in an incredibly fast-growing organization

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.