Investment Advisor

Masterworks; New York (NY); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading fintech platform in New York is looking for an Investment Advisor to educate and advise prospective investors in Blue-Chip Art investments. Responsibilities include advising on art investments, using CRM tools for management, and working with a diverse team. Candidates should have 5+ years in financial markets, excellent communication skills, and hold a Series 65 license from FINRA. Join a dynamic team with opportunities for growth in a fast-paced environment.

Benefits

Daily catered lunches

Free admission to art museums

Health, dental, and vision coverage

Paid Parental Leave

PTO and 401k

Discounted Equinox membership

Company outings and happy hours

Qualifications

• 5+ years experience working in financial markets, financial advising, or similar.
• Ability to confidently communicate with high profile investors.
• Experience using CRM tools is a plus.

Responsibilities

• Advise potential investors on making initial investments in Blue-Chip Art.
• Utilize CRM tools and dashboards for effectiveness.
• Provide excellent advising and onboarding experience.

Skills

Financial advising

Communication skills

Organizational skills

CRM tool experience

Problem-solving skills

Knowledge of financial markets

Interest in alternative assets

Education

Series 65 license from FINRA

Tools

Hubspot

Slack

Job description

About Masterworks

Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. In just three short years, we have built a portfolio of nearly $800 million in world-class artworks, introducing over 1,000,000 individuals to the $1.7 trillion art market.

Masterworks has been covered by major media publications such as The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recently recognized as one of the Top 50 Startups in the US by LinkedIn.

In 2021, Masterworks achieved unicorn status raising $110M in its Series A fundraising round at a valuation exceeding $1 billion.

Our 200+ employees are based out of our offices at 1WTC in the Financial District of New York City. With an entirely in-office team, there are endless opportunities for collaboration, innovation, and learning.

Why Masterworks?

• Do you thrive on disruption?
• Do you want to live at the cutting edge of finance, technology, and art?
• Are you passionate about democratizing alternative investments?
• Do you enjoy meaningful work that has a noticeable impact on business performance?

If you answered “Yes” to any of the above, we’d love to hear from you!

Position Overview

Each day, the Membership Team engages with and onboards several hundred prospective investors. As an Investment Advisor for Masterworks Advisers (a subsidiary of Masterworks), you will be the first point of contact for prospective investors, being directly responsible for educating and advising them on how art can improve the performance of their investment portfolio. On a daily basis, you will have between 10-20 pre-scheduled phone calls where you will provide advice on investing in artwork and address questions relating to the art market and specific Masterworks offerings.

Our advisory team utilizes their extensive knowledge of financial markets, portfolio construction, and macroeconomics to advise our members on their next investment into blue-chip artwork. We provide extensive training on the art market, art as in investment, and Masterworks offerings.

The ideal candidate will have a genuine desire to change the way people invest and collaborate with a leading startup driving this change.

Responsibilities Overview

• Advise potential investors on making their initial investment in Blue-Chip Art as an alternative investment (working exclusively with potential investors who have previously indicated an interest in investing - no cold calling)
• Utilize CRM tools and dashboards to improve overall effectiveness and efficiency
• Provide an excellent advising and onboarding experience with a wide range of investors
• Ideate, design, and test new strategies to help uncover new growth vectors and increase KPIs
• Work cross-functionally with other departments (product, marketing, FinOps) to accomplish specific business objectives

Team Overview

• The team consists ~15 advisers and is growing
• Investment advisors come from a diverse set of professional backgrounds with wide ranging levels of experience

Requirements and Preferred Skill Sets

• 5+ years experience working in financial markets, financial advising, or similar.
• 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, and time management skills
• Experience using CRM tools is a plus
• Results-driven, competitive mentality
• Proven ability to strive in a fast paced, multi-task environment
• Passion for the “business of art” is a plus, but no prior knowledge required
• Series 65 license from FINRA

Measurements of Success

• Hit the ground running from day 1, showing eagerness to learn the ins-and-outs of art as an asset class.
• Focused and driven by metrics and KPIs, hitting company and role targets.
• Learn the dynamics of the art market and become acquainted with Masterworks criteria and artist list
• Become proficient in our tech stack, tools and business systems, including: Hubspot, Slack, etc. etc. Outcompete your peers and begin challenging the incumbents

Benefits at Masterworks

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