Investment Operations Associate jobs in United States
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TIFIN · 1 day ago

Investment Operations Associate

positionCharlotte, NC
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$80K/yr - $100K/yr
date2+ years exp

TIFIN builds AI-powered financial technology that personalizes and improves financial advice across various sectors. The Investment Operations Associate will lead and scale the operational infrastructure for the philanthropy-tech platform, overseeing donor-advised fund operations and collaborating with multiple teams to enhance client experience.

Artificial Intelligence (AI)Financial ServicesFinTech
Hiring Manager
Anna Steward
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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

Investment operations experienceCustomer success orientationAIAutomation toolsAdvent platformCustodial integrationsCoachableCuriousProblem-solving

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

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TIFIN is an AI platform that develops fintech solutions focused on tailoring investment experiences to individual needs.
dateFounded in 2018
location
Boulder, Colorado, USA
people-size201-500 employees
web-link
https://tifin.com

Funding

Current Stage
Late Stage
Total Funding
$226.32M
Key Investors
Motive PartnersHamilton Lane
2025-12-16Series Unknown· $3M
2024-02-21Corporate Round· $10M
2023-10-17Debt Financing· $7.65M

Leadership Team

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Vinay Nair
Founder, Chairman & CEO
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Andrew Dahlinghaus
Chief Operating Officer
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Recent News

PR Newswire
TIFIN Appoints Andrew Dahlinghaus as Chief Operating Officer
2025-12-08
PR Newswire
TIFIN Give Launches "Louise"-- AI capabilities for philanthropy
2025-10-27
PR Newswire
TIFIN Board Welcomes Palantir's Lila Flores as a New Member, enhancing its expertise AI Commercialization
2025-10-21
Company data provided by crunchbase