Investment Adviser

Masterworks; New York (NY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Catered lunches

Museum access

Health/Dental/Vision with FSA

Parental leave

PTO and 401k

Team outings

Job summary

Masterworks Advisers in New York seeks an Investment Adviser to grow our investor community by guiding prospective clients through art- and asset-backed opportunities and nurturing existing members.

You will work on two teams (New Investor Onboarding or Existing Investor Growth), conduct 10-20 warm calls daily, perform portfolio reviews, and collaborate with Product, Marketing and FinOps to drive growth.

Qualifications

• 3+ years of experience in investment advising, financial advising, or a similar client-facing role
• Licensing within the first 90 days; Series 65 required
• Confident and professional communication with high-profile investors
• Strong interest in alternative assets, financial markets, and macroeconomics
• Excellent organizational, problem-solving, relationship-building, and time management skills
• Results-driven, competitive mentality and ability to thrive in a fast-paced environment

Responsibilities

• Advise investors on blue-chip and other real or digital assets as part of a diversified portfolio
• Conduct portfolio reviews, present new artwork investment opportunities, and close investments
• Re-engage inactive investors and drive ongoing platform activity
• Cultivate and maintain long-term relationships with investors
• Utilize CRM tools and dashboards to manage pipeline and performance
• Deliver an excellent advisory and onboarding experience across investor profiles
• Ideate and test new growth strategies and collaborate with Product, Marketing, and FinOps

Skills

Investment advisory

CRM proficiency

Relationship building

Portfolio reviews

Communication skills

Macro economics

Education

Series 65 licensing

Tools

HubSpot CRM

Job description

About Masterworks

Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related investment products. We allow anyone to invest in SEC-qualified shares of multi-million dollar paintings by artists like Banksy, Basquiat, and Picasso. We have introduced over 1 million individuals to the $2.2 trillion art market.

Masterworks has been covered by The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the US by LinkedIn. In 2021, we achieved unicorn status with a $110M Series A at a valuation exceeding $1 billion. We are based at 1 World Trade Center in New York City's Financial District.

Why Masterworks?

If you answered "Yes" to any of the below, we'd love to hear from you!

• Are you passionate about democratizing alternative investments?
• Are you interested in working for a disruptive start-up, focused on a new asset class?
• Do you enjoy meaningful work that has a noticeable impact on business performance?

Position Overview

As an Investment Adviser for Masterworks Advisers, you will play a pivotal role in growing our investor community - whether guiding prospective investors through their first art investment or nurturing relationships with our established member base. You will be matched to one of two advisory teams based on mutual fit identified during the interview process:

• New Investor Onboarding: Serve as the first point of contact for prospective clients. Educate and advise individuals on how blue-chip art and other real or digital assets (gold, Bitcoin, etc.) can enhance their portfolio, conducting 10-20 pre-scheduled calls per day with warm, pre-qualified leads - no cold calling.
• Existing Investor Growth: Engage with our established member base to drive repeat investment activity, conduct annual portfolio reviews discussing highlights and lowlights, present new artwork offerings, and identify expansion opportunities to maximize investor lifetime value.

Regardless of team, you will leverage knowledge of financial markets, portfolio construction, and macroeconomics to deliver an exceptional advisory experience. Extensive training on the art market, art as an asset class, and Masterworks offerings is provided.

Responsibilities

• Advise investors on the role of blue-chip and other real or digital assets (gold, bitcoin, etc.) art as an alternative asset within a diversified portfolio
• Conduct portfolio reviews, present new artwork investment opportunities, and close investment decisions
• Re-engage inactive or lapsed investors and convert them back into active platform members (existing investor track)
• Cultivate and maintain strong, long-term relationships with investors to support ongoing investment activity
• Utilize CRM tools and dashboards to manage pipeline, track performance, and improve efficiency
• Deliver an excellent advising and onboarding experience across a wide range of investor profiles
• Ideate, design, and test new strategies to uncover growth vectors and increase KPIs
• Collaborate cross-functionally with Product, Marketing, and FinOps to achieve business objectives

Team Overview

• Masterworks Advisers is a team of ~15 advisers and growing
• Advisers come from diverse professional backgrounds with a wide range of experience levels
• Team placement (new investor onboarding vs. existing investor growth) is determined during the interview process

Requirements & Preferred Skills

• As a regulated entity, licensing is a requirement within the first 90 days of the company. Licensing is a straightforward process for anyone financially-minded. You will spend 20-40 hours studying and have multiple attempts to pass the Series 65.
• 3+ years of experience in investment advising, financial advising, or a similar client-facing role
• Ability to confidently and professionally communicate with high-profile investors (verbal and written)
• Strong interest in alternative assets, financial markets, and macroeconomics
• Excellent organizational, problem-solving, relationship-building, and time management skills
• Results-driven, competitive mentality
• Proven ability to thrive in a fast-paced, multi-task environment
• Experience using CRM tools is a plus (e.g., HubSpot)
• Passion for the "business of art" is a plus — no prior art knowledge required

Compensation & Benefits

Compensation range: $80,000 - $120,000

Benefits include:

• Daily catered lunches
• Free admission to art museums and galleries
• Health, dental, and vision coverage with FSA options
• Paid Parental Leave
• PTO and 401k
• Happy hours, company outings, and more