Private Client Advisor

Masterworks; New York (NY); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Daily catered lunch

Museum admissions

Health, dental, and vision insurance

PTO and 401k

Equinox membership discount

Company social events

Job summary

Masterworks Advisers, a leading art investment platform, seeks a Private Client Advisor to join our advisory team in New York. You will bring deep financial expertise and a proven client-relations track record to grow our investor community and guide both new and existing clients through art and related assets.

You will be matched to senior tracks during interview: New Investor Onboarding or Existing Investor Growth, with comprehensive training on the art market and Masterworks offerings.

Qualifications

• 5+ years of experience in investment advising or a similar client-facing role.
• Licensing: Series 65 within 90 days; licensing is required for the role.
• Proven ability to manage high-value client relationships and drive revenue growth.
• Strong verbal and written communication with high-net-worth investors.
• Interest in alternative assets, financial markets, and macroeconomics.
• Proficiency with CRM tools preferred (e.g., HubSpot).

Responsibilities

• Provide consultative guidance on blue-chip art and other real or digital assets.
• Lead portfolio reviews and present investment opportunities.
• Re-engage inactive investors and convert to active members.
• Cultivate deep relationships to maximize activity and lifetime value.
• Use CRM data dashboards to optimize pipeline and outreach.
• Design growth strategies and exceed KPIs.
• Collaborate with Product, Marketing, and FinOps to meet objectives.

Skills

Client relationships

CRM tools

Financial markets

Macroeconomics

High-net-worth comms

Tools

HubSpot

Job description

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 a Private Client Advisor for Masterworks Advisers, you will be a trusted, high-impact contributor on our advisory team — bringing deep financial expertise and a proven track record of client relationship management, and 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 senior advisory tracks based on mutual fit identified during the interview process:

• New Investor Onboarding (Senior): Lead complex onboarding engagements with high-net-worth and sophisticated prospective clients. Set the standard for advisory quality, providing investment recommendations on fine art and other real or digital assets (gold, Bitcoin, etc.) .
• Existing Investor Growth (Senior): Own a portfolio of established investors, driving significant repeat investment activity through proactive outreach, annual portfolio reviews discussing highlights and lowlights, and strategic presentation of new offerings. Maximize investor lifetime value and wallet share.

In either track, you will combine expertise in financial markets, portfolio construction, and macroeconomics with refined relationship skills to deliver an exceptional investor experience. Comprehensive training on the art market, art as an asset class, and Masterworks offerings is provided.

Responsibilities

• Serve as a senior adviser to prospective or existing investors, delivering highly consultative guidance on blue-chip art as an alternative asset and other real or digital assets (gold, Bitcoin, etc.)
• Lead portfolio reviews, present new artwork investment opportunities, and drive investment decisions with confidence and credibility
• Strategically re-engage high-value inactive or lapsed investors and convert them back into active platform members (existing investor track)
• Cultivate and grow deep, long-term relationships with a sophisticated investor base to maximize investment activity and lifetime value
• Leverage CRM tools and data dashboards to optimize pipeline management, outreach strategy, and performance metrics
• Ideate, design, and test advanced strategies to identify new growth vectors and consistently exceed KPIs
• Collaborate cross-functionally with Product, Marketing, and FinOps to drive specific business objectives

Team Overview

• Masterworks Advisers is a team of ~15 advisers and growing, with Senior Advisers playing a leadership role within the group
• Advisers come from diverse professional backgrounds; Senior Advisers are expected to model excellence and raise the bar for the team
• Track placement (new investor onboarding vs. existing investor growth) is determined collaboratively 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.
• 5+ years of experience in investment advising, financial advising, or a similar client-facing role
• Demonstrated track record of managing high-value client relationships and achieving strong revenue or growth outcomes
• Ability to communicate with sophistication, authority, and professionalism with high-profile and high-net-worth investors (verbal and written)
• Deep interest in alternative assets, financial markets, and macroeconomics
• Excellent organizational, problem-solving, relationship-building, and time management skills
• Highly results-driven with a competitive, ownership-oriented mentality
• Proven ability to lead and perform in a fast-paced, high-volume environment
• Proficiency with CRM tools strongly preferred (e.g., HubSpot)
• Passion for the "business of art" is a plus — no prior art knowledge required

Benefits include:

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