Senior Financial Advisor - Alternative Investments

Masterworks; New York (NY); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Catered lunch

Museum/admission access

Healthcare benefits

Parental leave

PTO + 401(k)

Gym membership discount

Job summary

Masterworks in New York City is seeking a Senior Investment Advisor to grow our investor community and advise high-net-worth clients on incorporating art securities into diversified portfolios. Comprehensive training on the art market is provided. Based at 1 World Trade Center.

You’ll leverage deep financial expertise, build long-term relationships, and lead portfolio reviews while translating complex art investments into client conversations. A fast-paced, entrepreneurial environment awaits.

Qualifications

• 7+ years of experience in investment or financial advisory roles
• Track record of building relationships with sophisticated investors
• Ability to translate complex products into client conversations
• Strong organizational and time-management skills

Responsibilities

• Serve as a trusted advisor to investors, delivering consultative guidance on art as an asset
• Own and grow an established base of HNW clients through portfolio reviews and presenting new opportunities
• Build deep, long-term relationships to increase investment activity and wallet share
• Use CRM tools and data dashboards to manage pipeline and performance metrics

Skills

Relationship management

High-net-worth clients

Financial advisory

Communication

CRM experience

Education

Bachelor’s degree in Finance or related field

Tools

HubSpot CRM

Job description

Bring your expertise to a new asset class: as a Senior Financial/Investment Advisor at Masterworks, you’ll advise high-net-worth investors on incorporating art securities into their broader investment portfolios as a source of diversification. Comprehensive training on the art market provided. Based at 1 World Trade Center.

About Masterworks

Masterworks Advisers is a Registered Investment Adviser that advises clients on fine art investment products. Through SEC-qualified shares of multi-million dollar paintings, we’ve introduced more than 70,000 active investors to the $2.2 trillion art market. The firm has over $1 billion in AUM and an art collection of more than 550 works. Our headquarters are located at 1 World Trade Center in New York City’s Financial District.

Does this sound like you?

• You have a strong interest in alternative investments and enjoy helping clients identify opportunities beyond traditional stocks and bonds.
• You have a track record of building and managing relationships with high-net-worth investors.
• You’re comfortable making investment recommendations and translating complex products into a compelling client conversation.
• You thrive in an entrepreneurial, high-performance environment.

Position Overview

We’re looking for a Senior Investment Advisor who brings deep financial expertise and a proven track record in client relationship management to play a key role in growing our investor community.

You’ll focus on Existing Investor Growth, managing a client base of established investors and driving repeat investment through proactive outreach, annual portfolio reviews, and strategic presentation of new investment opportunities – growing investor lifetime value and wallet share over time.

In this role, you’ll combine expertise in financial markets, portfolio construction, and macroeconomics with strong relationship skills to deliver an exceptional investor experience. No art background needed. We provide comprehensive training on the art market, art as an asset class, and Masterworks investments.

Responsibilities

• Serve as a trusted advisor to investors, delivering consultative guidance on blue-chip art as an alternative asset
• Own and grow an established base of HNW clients by conducting portfolio reviews, presenting new investment opportunities, and driving investment decisions with confidence and credibility.
• Build deep, long-term relationships with a sophisticated investor base to increase investment activity and lifetime value
• Use CRM tools and data dashboards to manage pipeline, outreach strategy, and performance metrics
• Collaborate with Product, Marketing, and Finance Operations on specific business objectives

Team Overview

• Masterworks Advisers is a growing RIA with a team of advisors primarily from traditional wealth management backgrounds. Senior Advisors are expected to lead by example, model excellence, and raise the bar for the broader team.

Licensing

• Already hold a Series 65 or Series 66? Great. If not, we’ll support you in earning your Series 65 within your first 60 days of employment (typically 20 to 40 hours of study). Masterworks covers the cost of the exams and study materials. As a regulated entity, licensing is required.

Requirements & Preferred Skills

• 7+ years of relevant experience in investment or financial advisory roles (financial advisor, wealth advisor, private client advisor), wealth management, or a similar client-facing role
• Demonstrated success developing relationships with sophisticated investors and converting those relationships into meaningful capital commitments
• Ability to communicate with sophistication, authority, and professionalism with high-net-worth investors, both verbally and in writing
• Deep interest in alternative assets, financial markets, and macroeconomics
• Excellent organizational, problem-solving, relationship-building, and time management skills
• Proven ability to lead and perform in a fast-paced, high-volume environment
• CRM experience strongly preferred (e.g., HubSpot)
• Art market knowledge is a plus, but no prior art experience is required
• Daily catered lunch
• Free admission to art museums and galleries
• Health, dental, and vision coverage with FSA options
• Paid parental leave
• PTO and 401(k)
• Discounted Equinox membership
• Happy hours, company outings, social clubs, and more