Senior Financial Advisor

Masterworks; New York (NY); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Daily catered lunches

Free admission to art museums

Health, dental, and vision coverage

PTO and 401k

Paid Parental Leave

Job summary

A leading investment advisory firm in New York is seeking a Senior Investment Advisor to join their team. This role involves guiding clients through art-related investments, managing high-value relationships, and delivering exceptional investor experiences. The ideal candidate will have over 5 years of experience in investment advising, a strong communication ability, and a FINRA Series 65 license. The company offers a competitive salary, daily catered lunches, comprehensive health coverage, and a vibrant work environment.

Qualifications

• 5+ years of experience in investment advising or a similar client-facing role.
• Demonstrated track record of managing high-value client relationships.
• Ability to communicate with sophistication and professionalism with high-profile investors.

Responsibilities

• Serve as a senior advisor, providing guidance on blue-chip art as an alternative asset.
• Lead portfolio reviews and present investment opportunities.
• Cultivate long-term relationships with investors to maximize investment activity.

Skills

Investment advising

Financial advising

Client relationship management

Communication (verbal and written)

CRM tools proficiency

Education

FINRA Series 65 license

Tools

HubSpot

Job description

Overview

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 Senior Investment 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 advisor 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 advisors and growing, with Senior Advisors playing a leadership role within the group.
• Advisors come from diverse professional backgrounds; Senior Advisors 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

• 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.
• FINRA Series 65 license (required).
• 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

• Daily catered lunches
• Free admission to art museums
• Health, dental, and vision coverage with FSA options
• PTO, company holidays, and 401k

Compensation range: $150,000 – $200,000

Additional Compensation & Perks

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