Senior Wealth Advisor

Titan

New York (NY)

On-site

USD 80,000 - 200,000

Full time

14 days+

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Job summary

A rapidly growing wealth management firm in New York seeks an Investor Relations Senior Associate to act as a primary point of contact for clients, enhance the client investment experience, and conduct portfolio analyses. The successful candidate will have 4-6 years of relevant experience, strong communication skills, and proficiency in financial modeling. This full-time role offers a compensation range of $80K - $200K.

Qualifications

4-6+ years of experience in Investor Relations, Asset Management, or similar roles.
Exceptional written and spoken communication skills.
Proficient in financial modeling and data analysis.

Responsibilities

Serve as primary contact for client inquiries via various communication channels.
Design systems that enhance business impact and user experience.
Conduct bespoke portfolio analysis for clients.

Skills

Communication skills

Client relationship management

Investment knowledge

Detail orientation

Data analysis

Tools

Microsoft Excel

Job description

Overview

Investor Relations - Senior Associate at Titan. Join our Advisory team to help bridge Titan’s Investment Management and Product teams and drive a seamless investment experience for clients.

About Titan

Titan is an award-winning wealth manager with a mission to increase our generation’s compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they’re available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.

Role Overview

We are looking for an Investor Relations Senior Associate to join our Advisory team. Investor Relations is key to our mission of increasing our generation’s compound growth rate. Our goal is to tech-enable the relationship between client and investment manager, setting clients up for superior investment outcomes and enhanced financial knowledge.

What You’ll Do

Act as a primary point of contact for investment-related inquiries via email, phone, and video.
Grow and design systems that drive positive impact across the business: referrals, AUM growth, and user delight.
Design and reimagine the end-to-end wealth management experience for clients.
Educate current and prospective clients about investment options and Titan’s role in their broader portfolio.
Conduct bespoke portfolio analysis for clients (e.g., allocations, transfer options, portfolio perspectives).
Collaborate cross-functionally with Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy to focus on what matters most.
Help build a best-in-class team and company.

Qualifications

4-6+ years of experience in Investor Relations, Asset Management, Wealth Management, Investment Banking, or other client-facing investment roles.
Exceptional written and spoken communication with acute attention to detail.
Ability to handle assorted client questions (asset allocation, market perspectives, portfolio positioning, etc.).
Comfortable with high volumes of client interactions (video/phone calls, large webinars).
Strong cross-functional collaboration and creative thinking to drive product growth.
Familiarity with investment management principles, asset allocation, alternatives, and quantitative analysis.
Proficiency with basic financial modeling in Microsoft Excel.
Data-fluent: able to answer questions, identify opportunities, derive insights, measure progress, and iterate quickly.
Self-starter with scrappy problem-solving to overcome roadblocks.
Series 7, 63 and 65 (or 7 and 66) preferred, but not required. Licenses may be obtained after start; unlicensed candidates may be considered if willing to obtain licenses within 90 days.

Compensation: $80K - $200K

Employment details