Senior Private Client Advisor - Art & Alternative Assets

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, 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.