Director, Advisor Sales – Enablement

TIFIN

Director of Advisor Sales & Enablement at TIFIN, building relationships with advisors to enhance financial decision-making through AI solutions. Focused on empowering advisors to connect workplace and wealth management.

Posted 5/14/2026full-timeRemote • Colorado, North Carolina • 🇺🇸 United StatesLead💰 $120,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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.

Benefits

Comp & perks

Comprehensive health, dental and vision coverage
Retirement benefits
Flexible PTO

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

consultative instinctgenuine curiosityrelationship buildingadaptabilitystrategic thinking