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.

As a Senior Data Scientist, you will build and deploy the ML growth engine behind TIFIN AMP — a production machine learning platform driving acquisition, expansion, retention, and distribution intelligence across wealth enterprises and asset managers. This is an individual contributor role with close collaboration with engineering and customer success.

PROJECTS

• Client Retention & Churn Prevention. Build early-warning models that detect signals of potential client attrition, allowing advisors to proactively intervene.
• Asset Consolidation. Develop predictive models that identify clients most likely to consolidate additional assets with the firm, enabling advisors to proactively deepen relationships and increase assets under management.
• Cross-Sell & Wallet Share Growth. Design models that identify the highest-propensity opportunities for additional products and services within existing client relationships.
• Advisor & Prospect Prioritization Create scoring frameworks that rank advisors and prospects by growth potential, enabling sales teams to focus on the most impactful opportunities.
• Product–Advisor Matching. Develop models that predict product–advisor fit and likelihood of engagement, improving targeting and accelerating product adoption.

WHAT YOU'LL DO

• Own the full ML lifecycle: EDA → feature engineering → training → validation → deployment → monitoring
• Own end to end model implementation for one or more enterprise clients
• Engineer large-scale feature pipelines across AUM, transactions, CRM, and third-party datasets
• Deploy models using AWS (SageMaker, Redshift, S3) and/or Snowflake
• Design A/B tests and control frameworks to measure lift in inflows and conversion
• Translate model outputs into clear, actionable intelligence used daily by advisors and wholesalers

WHAT YOU'LL BRING

• 4+ years shipping production ML systems
• Strong supervised learning experience
• Experience modeling consumer behavior, flows, or lifecycle dynamics
• Python, SQL, DBT; AWS or Snowflake experience
• Bias toward shipping measurable impact

COMPENSATION AND BENEFITS

$150,000 – $190,000 USD

In addition to cash compensation, a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility: Comprehensive health, dental and vision coverage, retirement benefits and flexible PTO.

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.

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