Head of AI Product
Confirmed live in the last 24 hours
TIFIN
Job Description
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 APART
- Speed: 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, 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.
ROLE OVERVIEW
We are looking for a Head of Product for our AI financial assistant for the workplace, TIFIN@Work, designed to provide personalized financial and benefits guidance for employees and growth for advisors. You will own the technical and production vision from architecture through delivery, including direct responsibility for engineering direction across AI, LLM systems and platform architecture. You will report directly to the CEO and shape company strategy, platform investment and technical direction in order to create magic for our customers as we scale.
PROJECTS
- AI Agent Orchestrator: Design and delivery of multi-agent systems coordinating planning, reasoning, execution and tool use.
- Human-in-the-Loop Collaboration: Architect systems with a clear separation of automation vs advisor or employee decision making for compliance and trust.
- LLM Systems and Model Engineering: Purpose-tuned models for financial services to handle complex, multi-turn interactions with actionability in low-latency environments.
- Enterprise Platform and Integration: Integrate with enterprise CRMs, data warehouses, identity systems and legacy financial platforms.
WHAT YOU’LL DO
- Live and breathe the product. Own all aspects to launch new products and features with a highly detailed and thoughtful testing approach.
- Direct engineering and LLM teams across platform development, AI systems, and production infrastructure.
- Define and prioritize technical roadmaps, including model strategy, platform architecture, and system scalability
- Establish engineering and AI quality bars, including evaluation, testing, monitoring, and reliability
- Ensure systems meet enterprise requirements for security, compliance, auditability, and data segmentation
- Act as a technical leader across the organization, raising the bar for execution and decision-making
WHAT YOU’LL BRING
- 7+ years of hands-on experience in product ma
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