TIFIN FINTECH INDIA

About TIFIN

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, and Motive Partners. We are building engaging wealth and financial experiences powered by AI, investment intelligence, and personalization.

At TIFIN, we believe every individual is unique, and financial solutions should reflect that. Through our technology, APIs, and intelligence engines, we help create better financial outcomes and more meaningful user experiences.

About Workifi

Workifi is TIFIN’s platform focused on delivering modern workplace financial and benefits experiences. We aim to help employers and employees access smarter, more personalized solutions across benefits, financial wellness, and workplace engagement.

Role Overview

We are looking for an experienced Sales Head to lead growth for Workifi in India. This role is ideal for someone with a strong track record in HR Tech, SaaS, and Benefits sales, and who understands how to build enterprise relationships, drive strategic revenue growth, and scale a business in a fast-moving environment.

You will be responsible for owning the sales charter, building key partnerships, driving enterprise acquisition, and helping shape the go-to-market strategy for Workifi.

Key Responsibilities

• Lead the overall sales strategy and revenue growth for Workifi in India.
• Drive enterprise and strategic account acquisition across target markets.
• Build and manage relationships with CHROs, HR leaders, benefits leaders, and enterprise decision-makers.
• Identify new business opportunities in the HR tech, employee benefits, and SaaS ecosystem.
• Own the complete sales cycle, from prospecting and solutioning to negotiation and closure.
• Partner closely with leadership, product, and marketing teams to refine go-to-market strategy and value proposition.
• Develop a strong pipeline and ensure predictable sales execution through effective forecasting and reporting.
• Represent Workifi in the market and help position the brand as a trusted partner in workplace and benefits innovation.
• Gather customer and market feedback to influence product direction and commercial strategy.
• Build, mentor, and scale a high-performing sales team as the business grows.

Requirements

• 10+ years of experience in B2B sales, business development, or revenue leadership roles.
• Strong experience selling in HR Tech, SaaS, Benefits, or closely related sectors.
• Proven track record of driving enterprise sales and revenue growth.
• Experience working with senior stakeholders such as HR heads, business leaders, and CXOs.
• Strong understanding of consultative selling and solution-based sales approaches.
• Experience building GTM motion for growing businesses or new product lines is highly preferred.
• Strong commercial acumen, negotiation skills, and stakeholder management.
• Ability to thrive in a fast-paced, entrepreneurial environment and take ownership end-to-end.
• Excellent communication and presentation skills.
• Based in Mumbai or willing to work from Mumbai.

Preferred Qualifications

• Experience in fintech-adjacent, employee wellness, or workplace benefits platforms.
• Prior experience in a startup or high-growth business environment.
• Exposure to selling products that combine technology, engagement, and financial/benefits outcomes.

What Success Looks Like

• Strong revenue and pipeline growth for Workifi in India.
• Expansion of strategic enterprise relationships and market presence.
• Clear and scalable sales processes that support long-term growth.
• Strong feedback loop between customers, sales, and product teams.

Why Join TIFIN

• Opportunity to build and scale a high-impact business in a fast-growing fintech environment.
• Work with a mission-driven team focused on improving financial lives.
• Backed by some of the most respected names in financial services and technology.
• A culture that values ownership, transparency, and growth.

Our Values: Go with your GUT

• Grow at the Edge – We push ourselves beyond comfort zones to grow and perform at our best.
• Understanding through Listening and Speaking the Truth – We value honesty, precision, and radical candor.
• Win for Teamwin – We take ownership, work collaboratively, and succeed together.

Benefits

• Performance-linked variable compensation
• Medical insurance
• Tax-saving benefits
• Flexible PTO policy and company-paid holidays
• Parental leave benefits

TIFIN is an equal opportunity employer and values diversity in the workplace.

WHO WE ARE:

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners and a who’s who of the financial service industry. We are creating engaging wealth experiences to better financial lives through AI and investment intelligence powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes.

We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.

In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions.

OUR VALUES: Go with your GUT

• Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. 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 value transparency. We communicate with radical candor, authenticity and precision to create a shared understanding. We challenge, but once a decision is made, commit fully.
• I Win for Teamwin. We believe in staying within our genius zones to succeed and we take full ownership of our work. We inspire each other with our energy and attitude. We fly in formation to win together.

Responsibilities:

• Develop user-facing features such as web apps and landing portals.
• Ensure the feasibility of UI/UX designs and implement them technically.
• Create reusable code and libraries for future use.
• Optimize applications for speed and scalability.
• Contribute to the entire implementation process, including defining improvements based on business needs and architectural enhancements.
• Promote coding, testing, and deployment of best practices through research and demonstration.
• Review frameworks and design principles for suitability in the project context.
• Demonstrate the ability to identify opportunities, lay out rational plans, and see them through to completion.

Requirements:

• Bachelor’s degree in Engineering with 5-8 years of software product development experience.
• Proficiency in React, Django, Pandas, GitHub, AWS, and JavaScript.
• Strong knowledge of PostgreSQL, MongoDB, and designing REST APIs.
• Experience with scalable interactive web applications.
• Understanding of software design constructs and implementation.
• Familiarity with ORM libraries and Test-Driven Development.
• Exposure to the Finance domain is preferred.
• Knowledge of HTML5, LESS/CSS3, jQuery, and Bootstrap.
• Expertise in JavaScript fundamentals and front-end/back-end technologies.

Nice to Have:

• Strong knowledge of website security and common vulnerabilities.
• Exposure to financial capital markets and instruments.

Compensation and Benefits Package:

• Competitive compensation with a discretionary annual bonus.
• Performance-linked variable compensation.
• Medical insurance.

A note on location. While we have team centers in Boulder, New York City, San Francisco, Charlotte, and Bangalore, this role is based out of Mumbai. 

TIFIN is an equal-opportunity workplace, and we value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to any discrimination.

About TIFIN

TIFIN is an AI-first fintech platform backed by global leaders like J.P. Morgan, Morningstar, and Franklin Templeton. The company focuses on transforming wealth management through AI, data science, and personalized financial experiences.

Role Overview

We are looking for an LLM Engineer to build and scale intelligent AI-driven applications. You will work closely with product, design, and data teams to create conversational AI systems and personalized experiences using Large Language Models.

Key Responsibilities

Design and build LLM-powered applications and conversational AI systems

Develop and optimize prompt engineering strategies (Claude, OpenAI, etc.)

Implement RAG (Retrieval-Augmented Generation) pipelines

Fine-tune models using domain-specific data

Collaborate with product and design teams to build intuitive AI experiences

Build scalable AI workflows, APIs, and backend integrations

Experiment with new AI tools and architectures

Own end-to-end delivery of features

Required Skills & Experience

3–5 years of experience in AI/ML, NLP, or backend engineering

Hands-on experience with LLMs and Generative AI

Strong understanding of prompt engineering

Experience with RAG architectures and vector databases

Experience in fine-tuning models and embeddings

Strong proficiency in Python

Strong problem-solving and system design skills

Good to Have

Experience building chatbots or conversational AI platforms

Exposure to fintech or financial domain

Knowledge of LangChain, LlamaIndex, Pinecone, Weaviate, etc.

Experience with cloud platforms like AWS, GCP, or Azure

Why Join TIFIN

Work at the intersection of AI and fintech

Build global-scale, high-impact products

High ownership and fast-paced environment

Collaborative and innovation-driven culture

Ideal Candidate

Strong builder mindset with curiosity for AI

Comfortable working in fast-moving environments

Passionate about solving real-world problems using AI

Takes ownership and drives impact

About TIFIN

TIFIN is an AI-first fintech platform transforming wealth management through data science, machine learning, and intelligent automation. With strong global backing and a rapidly growing India hub, TIFIN is building scalable, next-gen financial products used by global institutions.

Role Overview

We are looking for a Senior Software Engineer with strong backend and AI integration experience to build scalable, high-performance systems. This role involves working closely with product, data science, and AI teams to develop intelligent platforms leveraging modern technologies and LLMs.

Key Responsibilities

• Design, develop, and scale backend systems and APIs using Golang and Python
• Build and integrate AI-driven features, including prompt-based workflows (Claude or similar LLMs)
• Work with MongoDB and Elasticsearch for high-performance data handling and search capabilities
• Optimize system performance, scalability, and reliability
• Collaborate with cross-functional teams (Product, AI/ML, Data Engineering)
• Contribute to architecture decisions and best engineering practices
• Write clean, maintainable, and production-grade code

Required Skills & Experience

• 3–5 years of experience in backend engineering
• Strong proficiency in Golang and/or Python
• Hands-on experience with MongoDB and Elasticsearch
• Experience working with LLMs / AI tools (Claude, OpenAI, etc.) and prompt engineering
• Good understanding of REST APIs, microservices architecture, and distributed systems
• Strong problem-solving and debugging skills

Good to Have

• Experience in fintech / SaaS platforms
• Exposure to AI/ML pipelines or data platforms
• Knowledge of cloud platforms (AWS/GCP/Azure)
• Familiarity with CI/CD and DevOps practices

About TIFIN

TIFIN is an AI-powered fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, and Motive Partners.

We are building engaging wealth experiences that help improve financial lives through AI and investment intelligence-powered personalization. Our mission is to transform the world of wealth by combining technology, behavioral design, and investment intelligence to deliver better outcomes for investors.

At TIFIN, we use software and APIs to create personalized financial experiences, and algorithmic intelligence to power smarter financial decisions.

Our Values: Go with your GUT

• Grow at the Edge – We are driven by personal growth, step outside our comfort zones, and strive to be the best version of ourselves with self-awareness and integrity.
• Understanding through Listening and Speaking the Truth – We value transparency, authenticity, and radical candor to create shared understanding and strong decision-making.
• Win for TeamWin – We take ownership, stay in our genius zones, and work together with energy and commitment to succeed as a team.

Role Overview

We are looking for a talented and hands-on Fullstack Engineer to join our growing engineering team in Mumbai. This role is ideal for someone who enjoys building across the stack — from scalable backend systems and intuitive web applications to mobile-first experiences.

You will work closely with cross-functional teams to build high-impact products that power modern wealth and financial experiences. This is a high-ownership role where your work will directly influence product quality, user experience, and platform scalability.

Key Responsibilities

• Design, build, and maintain scalable full-stack applications using Python on the backend and React.js on the frontend.
• Develop and ship mobile features using Flutter, ensuring a seamless cross-platform experience across iOS and Android.
• Collaborate with Product, Design, Data Science, and Engineering teams to translate business requirements into robust technical solutions.
• Build and optimize RESTful APIs, backend services, and reusable frontend components.
• Ensure high standards of performance, security, scalability, and reliability across applications.
• Take end-to-end ownership of features from design and development to testing, deployment, and monitoring.
• Participate in code reviews, architecture discussions, sprint planning, and engineering best practices.
• Contribute to internal documentation, development processes, and knowledge sharing across teams.

Required Skills & Qualifications

• 5+ years of experience in fullstack software development.
• Strong hands-on experience with Python and backend frameworks such as FastAPI, Django, or Flask.
• Solid experience with React.js, including hooks, component-based architecture, state management, and performance optimization.
• Practical hands-on experience building mobile applications using Flutter.
• Experience working with REST APIs, microservices, and modern frontend/backend integration patterns.
• Good understanding of relational and/or NoSQL databases such as PostgreSQL, MySQL, MongoDB, or Redis.
• Familiarity with cloud platforms such as AWS, GCP, or Azure.
• Experience with Docker, CI/CD pipelines, Git, and agile development workflows.
• Strong grasp of software engineering fundamentals, system design, and clean coding practices.

Good to Have

• Experience in fintech, wealth management, or financial services.
• Exposure to GraphQL, WebSockets, or real-time applications.
• Familiarity with AI/ML integrations or experience working closely with Data Science teams.
• Published apps or prior experience delivering production-grade mobile applications.
• Startup experience or experience working in high-growth product environments.

What We Offer

• Opportunity to work at the intersection of AI, fintech, and investment intelligence.
• A collaborative and high-ownership work culture.
• Competitive compensation and performance-linked incentives.
• Exposure to a global fintech ecosystem backed by top financial institutions and investors.
• The chance to build products that meaningfully improve financial lives.

TIFIN is an equal opportunity employer and values diverse perspectives, experiences, and backgrounds.

About TIFIN

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, and Motive Partners. We are building engaging wealth and financial experiences powered by AI, investment intelligence, and personalization.

At TIFIN, we believe every individual is unique, and financial solutions should reflect that. Through our technology, APIs, and intelligence engines, we help create better financial outcomes and more meaningful user experiences.

About Workifi

Workifi is TIFIN’s platform focused on delivering modern workplace financial and benefits experiences. We aim to help employers and employees access smarter, more personalized solutions across benefits, financial wellness, and workplace engagement.

Role Overview

We are looking for an experienced Sales Head to lead growth for Workifi in India. This role is ideal for someone with a strong track record in HR Tech, SaaS, and Benefits sales, and who understands how to build enterprise relationships, drive strategic revenue growth, and scale a business in a fast-moving environment.

You will be responsible for owning the sales charter, building key partnerships, driving enterprise acquisition, and helping shape the go-to-market strategy for Workifi.

Key Responsibilities

• Lead the overall sales strategy and revenue growth for Workifi in India.
• Drive enterprise and strategic account acquisition across target markets.
• Build and manage relationships with CHROs, HR leaders, benefits leaders, and enterprise decision-makers.
• Identify new business opportunities in the HR tech, employee benefits, and SaaS ecosystem.
• Own the complete sales cycle, from prospecting and solutioning to negotiation and closure.
• Partner closely with leadership, product, and marketing teams to refine go-to-market strategy and value proposition.
• Develop a strong pipeline and ensure predictable sales execution through effective forecasting and reporting.
• Represent Workifi in the market and help position the brand as a trusted partner in workplace and benefits innovation.
• Gather customer and market feedback to influence product direction and commercial strategy.
• Build, mentor, and scale a high-performing sales team as the business grows.

Requirements

• 10+ years of experience in B2B sales, business development, or revenue leadership roles.
• Strong experience selling in HR Tech, SaaS, Benefits, or closely related sectors.
• Proven track record of driving enterprise sales and revenue growth.
• Experience working with senior stakeholders such as HR heads, business leaders, and CXOs.
• Strong understanding of consultative selling and solution-based sales approaches.
• Experience building GTM motion for growing businesses or new product lines is highly preferred.
• Strong commercial acumen, negotiation skills, and stakeholder management.
• Ability to thrive in a fast-paced, entrepreneurial environment and take ownership end-to-end.
• Excellent communication and presentation skills.
• Based in Mumbai or willing to work from Mumbai.

Preferred Qualifications

• Experience in fintech-adjacent, employee wellness, or workplace benefits platforms.
• Prior experience in a startup or high-growth business environment.
• Exposure to selling products that combine technology, engagement, and financial/benefits outcomes.

What Success Looks Like

• Strong revenue and pipeline growth for Workifi in India.
• Expansion of strategic enterprise relationships and market presence.
• Clear and scalable sales processes that support long-term growth.
• Strong feedback loop between customers, sales, and product teams.

Why Join TIFIN

• Opportunity to build and scale a high-impact business in a fast-growing fintech environment.
• Work with a mission-driven team focused on improving financial lives.
• Backed by some of the most respected names in financial services and technology.
• A culture that values ownership, transparency, and growth.

Our Values: Go with your GUT

• Grow at the Edge – We push ourselves beyond comfort zones to grow and perform at our best.
• Understanding through Listening and Speaking the Truth – We value honesty, precision, and radical candor.
• Win for Teamwin – We take ownership, work collaboratively, and succeed together.

Benefits

• Performance-linked variable compensation
• Medical insurance
• Tax-saving benefits
• Flexible PTO policy and company-paid holidays
• Parental leave benefits

TIFIN is an equal opportunity employer and values diversity in the workplace.

About TIFIN:

TIFIN is a cutting-edge fintech platform transforming financial lives through AI and investment intelligence. Backed by industry leaders like JP Morgan and Morningstar, we're dedicated to personalizing wealth experiences, akin to how AI has revolutionized entertainment, but with the critical responsibility of delivering superior financial outcomes. We blend design and behavioral science with investment intelligence to create engaging software and APIs that empower better investor outcomes. Our mission is to recognize each individual's unique needs and goals, matching them to tailored financial advice and investments across our marketplace and various divisions.

Our Values: Go with your GUT

• Grow at the Edge: We embrace personal growth, stepping out of comfort zones, and putting ego aside to unlock genius. We operate with self-awareness and integrity, striving for excellence without excuses.
• Understanding through Listening and Speaking the Truth: Transparency is key. We communicate with radical candor, authenticity, and precision to foster shared understanding. We challenge ideas, but once a decision is made, we commit fully.
• Win for Teamwin: We thrive in our genius zones and take full ownership of our work. We inspire each other with energy and attitude, collaborating seamlessly to achieve collective success.

The Opportunity:

TIFIN is seeking a highly skilled and experienced LLM Engineer to join our innovative, remote-first team. This is a unique opportunity to shape the future of personalized financial experiences by leveraging your expertise in Large Language Models (LLMs) and Generative AI. As an early-stage startup, we're looking for an independent contributor and leader who is ready to build systems from the ground up and own outcomes.

What You'll Do:

• Collaborate closely with design and product teams to craft intuitive and engaging conversational AI experiences for our users.
• Work autonomously to deliver high-quality features, taking full ownership of project outcomes.
• Analyze and leverage our extensive data to create highly personalized experiences.
• Fine-tune LLMs with proprietary data to enhance model performance and relevance for our specific use cases.
• Implement various RAG (Retrieval-Augmented Generation) approaches to augment LLMs with relevant, up-to-date, and domain-specific information.
• Act as both a technical leader and an individual contributor, embodying the startup mentality of doing "whatever it takes" to succeed.
• Design and set up new workflows, systems, and tools from scratch, with support from the wider team.

What You'll Bring:

• 8+ years of professional experience in software engineering or a related field.
• Proven experience working with Large Language Models (LLMs) and Generative AI technologies.
• Demonstrated experience in building and deploying conversational bots.
• Hands-on experience with fine-tuning machine learning models, specifically LLMs.
• Proficiency in utilizing RAG-based approaches for LLM augmentation.
• A strong understanding of financial concepts and investing is a significant plus, though not strictly required.
• Ability to thrive in a fast-paced, startup environment, with a proactive and problem-solving mindset.
• Excellent communication skills and the ability to articulate complex technical concepts clearly.

Our Benefits Package Includes:

• Competitive salary with performance-linked variable compensation.
• Comprehensive medical insurance.
• Tax-saving benefits.
• Flexible Paid Time Off (PTO) policy and company-paid holidays.
• Generous Parental Leave: 6 months paid maternity leave, 2 weeks paid paternity leave.

TIFIN is an equal-opportunity employer, valuing diverse talents and perspectives. We encourage all qualified applicants to apply, regardless of background.

About TIFIN

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners, and many others. We are creating engaging wealth experiences to improve financial lives through AI and investment intelligence–powered personalization.

Our mission is to transform wealth management the way personalization has transformed movies and music—while holding the added responsibility of delivering better financial outcomes.

We leverage design and behavioral science to create engaging experiences through software and APIs. By applying investment science and intelligence, we build algorithmic engines that enable better investor outcomes—matching individuals to financial advice and investments based on their unique goals.

Our Values: Go with your GUT

• Grow at the Edge – We embrace personal growth, step outside comfort zones, and work with self-awareness and integrity. No excuses.
• Understanding through Listening and Speaking the Truth – We value transparency, radical candor, authenticity, and precision. We challenge, but once decisions are made, we commit fully.
• I Win for Teamwin – We stay within our genius zones, take ownership, and move together in formation to succeed as a team.

Key Responsibilities

Translation Evaluation & Linguistics (70%)

• Evaluate and annotate LLM-generated translations for Japanese, covering nuanced, real-world usage across finance, communication, and culture.
• Compare AI outputs with high-quality human translations, identifying errors in phrasing, idioms, tone, and contextual accuracy.
• Apply annotation and scoring frameworks (e.g., BLEU, ROUGE, COMET) to ensure quality benchmarks.
• Provide detailed linguistic feedback to improve AI model training.

AI/LLM Collaboration (30%)

• Work with engineers, data scientists, and project managers to share reports and linguistic insights.
• Contribute to building datasets and test cases through language corpora and research work.
• Maintain structured evaluations, documentation, and logs to support ongoing improvements.

Required Qualifications

• Education: Bachelor’s or Master’s in Linguistics, Translation, Language Technology, Communication, or related fields.
• Language Proficiency: Native or near-native fluency in (3+ Years)Japanese and strong command of English.
• Experience: Proven track record in translation, localization, or linguistic evaluation.
• Analytical Rigor: Hands-on experience in language quality evaluation, annotation, or error analysis.
• Technical Curiosity: Familiarity with LLMs, AI tools, or prompt engineering is an advantage.
• Soft Skills: Highly organized, detail-oriented, and able to communicate effectively across technical and non-technical teams.

Desired Skills

• Experience with annotation platforms or evaluation technology.
• Background in corpus development, curriculum design, or language research projects.
• Experience in process optimization, reporting, or content operations.

Job Description: Software Engineer - Backend ( 3-5 Years)

Location: Bangalore

WHO WE ARE:

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners and a who’s who of the financial service industry. We are creating engaging wealth experiences to better financial lives

through AI and investment intelligence powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes.

We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.

In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions.

OUR VALUES: Go with your GUT

●Grow at the Edge: We embrace personal growth by stepping out of our comfort zones to

discover our genius zones, driven by self-awareness and integrity. No excuses.

●Understanding through Listening and Speaking the Truth: Transparency, radical candor,

and authenticity define our communication. We challenge ideas, but once decisions are

made, we commit fully.

●I Win for Teamwin: We operate within our genius zones, taking ownership of our work

and inspiring our team with energy and attitude to win together.

Responsibilities:

• Contribute to the entire implementation process including driving the definition of improvements based on business needs and architectural improvements.

• Review code for quality and implementation of best practices.

• Promote coding, testing, and deployment best practices through hands-on research and demonstration.

• Write testable code that enables extremely high levels of code coverage.

• Ability to review frameworks and design principles toward suitability in the project context.

• Candidates who will demonstrate an ability to identify an opportunity lay out a rational plan for pursuing that opportunity, and see it through to completion.

Requirements:

• Engineering graduate with 3+ years of experience in software product development.

• Proficient in Python, Django, Pandas, GitHub, and AWS.

• Good knowledge of PostgreSQL, and MongoDB.

• Strong Experience in designing REST APIs.

• Experience with working on scalable interactive web applications.

• A clear understanding of software design constructs and their implementation.

• Understanding of the threading limitations of Python and multi-process architecture.

• Familiarity with some ORM (Object Relational Mapper) libraries.

• Good understanding of Test Driven Development.

• Unit and Integration testing.

• Preferred exposure to Finance domain.

• Strong written and oral communication skills.

WHO WE ARE:

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge,Hamilton Lane, Franklin T empleton, Motive Partners and a who’s who of the financial service industry.

We are creating engaging wealth experiences to better financial lives through AI and investment intelligence-powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes.

We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.

In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and

planning divisions.

OUR VALUES: Go with your GUT

● Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos

aside to find our genius zones. 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 value transparency. We communicate

with radical candor, authenticity and precision to create a shared understanding. We challenge, but

once a decision is made, commit fully.

●I Win for T eamwin. We believe in staying within our genius zones to succeed and we take full

ownership of our work. We inspire each other with our energy and attitude. We fly in formation to win

together.

Key responsibilities:

● Prototype Development: Build and validate prototypes by designing datasets and performing fine-tuning to demonstrate model feasibility and effectiveness.

● Model Fine-Tuning: Lead the fine-tuning process for large language models, leveraging both open-source solutions (e.g., LORA, LLAMA 2/3) and proprietary models like GPT 3.5/4.0 to address specific business needs.

● Retrieval-Augmented Generation (RAG): Design and optimize advanced RAG systems,implementing efficient methods for chunking, indexing, and managing complex document formats, such as PDFs.

● Agentic Workflows: Develop and apply agentic workflows to create advanced conversation agents tailored for various use cases.

● Prompt Engineering: Craft effective prompts to enhance the performance of large language models, such as GPT-4 and Cloud 3, ensuring solutions align with business objectives.

● Inference Frameworks: Utilize inference frameworks like VAM and advanced pipelines to improve scalability and streamline the deployment of machine learning models.

● ML Model Deployment: Lead the deployment and productionization of machine learning models, collaborating closely with software engineers to ensure seamless integration into products.

● Conversational Experiences: Work with cross-functional teams, including design and product, to craft engaging and personalized conversational AI experiences for end-users.

● Independent Execution: Demonstrate the ability to independently manage projects, deliver features, and achieve outcomes in a dynamic, fast-paced startup environment.

● Data Personalization: Leverage and analyze existing datasets to enhance model performance and create tailored user experiences, fine-tuning models to align with unique business cases.

● Startup Mindset: T ake initiative in setting up workflows, tools, and systems from scratch, showcasing flexibility and adaptability in a growing organization.

● Leadership and Collaboration: Act as a leader and independent contributor, effectively collaborating across diverse teams while managing evolving project priorities.

● Research and Innovation: Drive innovative research aligned with business goals, exploring advancements in Natural Language Understanding (NLU) and conversational AI applications.

● Knowledge Sharing: Publish and present groundbreaking research in top-tier journals and conferences, contributing to the broader scientific community and enhancing organizational credibility.

Requirements:

● 8+ years of experience

● Experience working with LLMs and Generative AI

● Experience building conversational bots

● Experience 2+ Years fine tuning models

● Experience using RAG base approaches

● Understanding of financial concepts and investing would be a big plus but not required