TIFIN · 3 days ago
Investment Operations Associate, Charitable Services
Charlotte, NC
Full-time
Onsite
Mid, Senior Level
$80K/yr - $100K/yr
2+ years expTIFIN builds AI-powered financial technology and is seeking an Investment Operations professional to lead and scale the operational infrastructure for their philanthropy-tech platform, Give. The role involves executing donor-advised fund operations and optimizing workflows while collaborating with various teams to enhance client experience.
Artificial Intelligence (AI)Financial ServicesFinTech
Responsibilities
Lead and optimize the operational execution for all charitable services, including donor-advised fund activity
Oversee day-to-day processing of grant disbursements, contribution reconciliation, and trade execution. Ensure operational accuracy, timeliness, and adherence to SLAs
Act as the primary operational point of contact for custodial partnerships and non-profit organizations
Serve as a liaison across Customer Success, Operations, Product, and Engineering teams, partnering directly to resolve complex client issues
Qualification
Required
2–5+ years of experience in operations across finance, investments, wealth management, or charitable giving
Experience working with platforms such as Advent, Moxy, Black Diamond, Wealthscape, or similar investment systems
Familiarity with custodial integrations including Schwab, Fidelity, LPL, Pershing, or equivalent providers
Strong operational mindset with a customer-success orientation
Coachable, curious, and eager to solve problems using AI and automation tools
Benefits
Comprehensive health, dental and vision coverage
Retirement benefits
Flexible PTO
Company
TIFIN
TIFIN is an AI platform that develops fintech solutions focused on tailoring investment experiences to individual needs.
201-500 employees
Funding
Current Stage
Late StageTotal Funding
$226.32MKey Investors
Motive PartnersHamilton Lane
2025-12-16Series Unknown· $3M
2024-02-21Corporate Round· $10M
2023-10-17Debt Financing· $7.65M
Leadership Team
Vinay Nair
Founder, Chairman & CEO
Andrew Dahlinghaus
Chief Operating Officer
Recent News
2025-12-08
2025-10-27
Company data provided by crunchbase