WHO WE ARE:
TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, SEI, Motive Partners and a who’s who of the financial service industry. We are creating engaging wealth experiences to better financial lives through AI and investment intelligence powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes.
We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.
In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions.
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:
Magnifi by TIFIN is changing the way consumers shop for investments by bringing trusted data, insights, and a world of investment opportunities right to their fingertips. Magnifi’s free search tool and AI-powered personal investing assistant enable individual investors with varying degrees of investment experience and know-how with investment intelligence that, up to now, has only been offered to professional financial advisors. Magnifi also provides, free, no commission and no-order flow trading of stocks, ETFs, and mutual funds for investors seeking to easily put their insights to work. In a world where every individual is unique, TIFIN enables Magnifi customers to gain critical investment intelligence and recommendations that match their distinct investment needs, risk levels, goals, and personal interests.
Magnifi is seeking a Director of Data Analytics to drive marketing and product analytics insights. This is a cross-functional role reporting to the CTO and working with senior leaders across the business. We are looking for someone who is passionate about our mission of improving wealth outcomes for retail investors and both results-and execution-oriented. We are a team of do-ers!
THE ROLE:
- Work with large and complex data sets to solve a wide array of challenging problems using different analytical and statistical approaches
- Apply technical expertise with quantitative analysis, experimentation, data mining, and the presentation of data to develop strategies for our products
- Identify and measure success of product efforts through goal setting, forecasting, and monitoring of key product metrics to understand trends
- Define, understand, and test opportunities and levers to improve the product, and drive roadmaps through your insights and recommendations
- Partner closely with Marketing and MarTech teams to improve ROI of our marketing initiatives utilizing expertise in statistical modeling and data mining techniques to uncover actionable insights from complex datasets
- Partner with marketing stakeholders to refine marketing initiatives by defining clear problem statements, utilizing predictive modeling to identify target audiences, assessing opportunities, and recommending effective testing and measurement strategies
- Conduct in-depth analysis of marketing performance metrics, customer behavior, and market trends to identify growth opportunities and improve ROI
- Utilize advanced statistical techniques to build attribution models, analyze customer journeys, and optimize conversion funnels across various marketing channels
- Develop dashboards and visualizations to effectively communicate insights and KPIs to stakeholders, enabling data-driven decision-making at all levels of the organization
WHO YOU ARE:
- Masters/Bachelors' degree in computer science, mathematics, statistics, engineering, or relevant field
- 5+ years of practical experience in data analysis, insight generation, and visualization
- The ideal candidate will have a proven track record of delivering impactful analytics projects in a marketing or consumer-focused environment
- Experience with data querying languages (e.g. SQL), scripting languages (e.g. Python), and/or statistical/mathematical software (e.g. R)
- Ability to build ETL pipelines and knowledge in querying databases
- Analytical and problem-solving skills
- Experience analyzing large datasets for insights
- Ability to visualize data in the most effective way possible for a given project or study
- Relevant work experience, including experience applying advanced analytics, and data mining techniques
- Thrives in a highly demanding, entrepreneurial, and fast-paced environment
- Is a top performer and has a proactive, "doer", and problem-solver mentality
- Is highly flexible, has a good tolerance for ambiguity, and can quickly adapt to changing priorities
- Is an exceptional team player with solid communication skills
COMPENSATION AND BENEFITS PACKAGE:
The expected starting salary range for this position is between $140,000 - $175,000. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law.
TIFIN offers a competitive benefits package that includes:
- Performance linked variable compensation, including equity
- 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 Qi Gong, 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
A note on location. While we have team centers in New York City, San Francisco, Charlotte, Mumbai, Bangalore and Madrid, TIFIN is headquartered in Boulder, CO and our preference is to build the team here whenever possible, so relocation packages are available for any candidate willing to relocate to the Boulder area.
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.
Top Skills
What We Do
Founded in 2018, TIFIN creates engaging wealth experiences to improve financial lives through AI and investment intelligence (II) driven personalization for the advised or self-directed investor.
We deliver this through our investment communities and marketplace Magnifi (https://www.magnifi.com/) and TIFIN Wealth (https://www.tifinwealth.com/), a collection of personalization and intelligence capabilities for wealth managers and other intermediaries.
Learn more about us at https://tifin.com/.
Why Work With Us
We operate at high velocity with a focus on stretch goals and actions that deliver measurable outcomes. We experiment, learn and adjust in short sprints to hit targets. If you’re passionate about transforming the investor experience and excited to grow on the edge of your comfort zone, come and join us!
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