Director of Advisor Sales & Enablement

Requirements

• 5 to 7+ years working with RIAs in sales, enablement, or account management
• Real fluency in how advisors run their practices and how retirement plan business actually gets won and grown
• A consultative instinct, you'd rather change how an advisor thinks than push a product
• Comfort operating in ambiguity and moving fast
• Genuine curiosity about AI and how it changes the advisor's job
• Location in Boulder, CO preferred. Open to alternate locations for the right candidate

• TIFIN @Work is our AI-powered workplace-to-wealth platform
• We help employees make smarter financial decisions and intelligently connect them to advisors at the moments that matter, turning workplace relationships into a real growth engine for advisor practices
• You will be the person who makes that engine run
• As a critical member of our sales organization, you'll partner with advisors across our ecosystem to help them bring @Work to their plan sponsor clients
• The best people in this seat go deeper than a product conversation, they reshape how an advisor thinks about their book
• You'll show them how @Work bridges retirement and wealth, win their conviction, and pair with an implementation lead on the Success Team to take it from there
• What makes this role different: you're not chasing logos or grinding outbound
• You're working with advisors who are already in our world, helping them see an opportunity they haven't fully grasped yet
• The advisors who lean in see real growth in their practice
• Your job is to meaningfully expand that group
• Build trusted relationships with advisors and become their go-to resource for @Work
• Help advisors find the right plan sponsor opportunities in their book and build the conviction to act on them
• Consult on practice management, specifically how @Work bridges retirement and wealth management
• Equip advisors to win net-new plans through prospect conversations, RFPs, and finalist presentations
• Pair with implementation leads on the Success Team to drive plan sponsor engagement and rollout
• Track workplace-to-wealth conversion outcomes and use them to deepen advisor engagement and sharpen our strategy