Senior Wealth Advisor

Masterworks; New York (NY); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Daily catered lunches

Free admission to art museums and gAll

Health, dental, and vision with FSA

Paid Parental Leave

PTO

401k

Commuter Benefits

Happy hours and company events

Job summary

Masterworks Advisers in New York seeks a Senior Wealth Advisor to build trusted relationships with UHNW clients visiting our gallery on the Upper East Side. You will meet around 50 prospects daily at evening events and guide them through investment opportunities on the Masterworks platform.

You will advise on asset allocation, close new relationships, and coordinate follow-ups via calls or in-person meetings.

Qualifications

• 7+ years in financial advising or similar relationship-driven roles.
• Proven track record with UHNW/HNW clients.
• Series 65 license (or ability to obtain).
• Based in NYC and able to work at the gallery Monday–Friday.

Responsibilities

• Attend evening gallery events to meet UHNW clients.
• Advise clients on art investment and opportunities on Masterworks.
• Follow up with clients via calls or in-person meetings.

Skills

Relationship management

UHNW client handling

Portfolio construction

Closing deals

Networking events

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 and our art gallery on the Upper East Side.

Role Overview

As a Senior Wealth Advisor for Masterworks Advisers, you will be responsible for building trusted relationships with UHNW prospective clients who visit our art gallery in-person. You will meet around ~50 prospects per day in-person, at evening art events with multi-million dollar paintings by artists like Banksy and Basquiat, and educate them on the benefits of investing in art.

Key Responsibilities

• Attend evening gallery events at 4pm, 5pm, and 6pm M-F to meet UHNW clients that our marketing team has invited to the gallery
• Advise UHNW clients on how to begin investing in art based on active investment opportunities on the Masterworks platform
• After meeting clients at the gallery, follow-up with them via phone or in-person breakfasts or lunches, or at events

Required

• 7+ years of experience in financial advising, private banking, or alternative investments, or similar relationship-driven roles.
• Proven track record of building new relationships and managing long-term relationships with UHNW and HNW clients
• Strong understanding of portfolio construction and alternative asset allocation
• Exceptional in-person interpersonal skills with the ability to establish trust and credibility with sophisticated investors
• Results-driven, competitive mentality with demonstrated ability to close business
• Based in NYC and willing to work M-F at our gallery on the Upper East Side
• Series 65 license from FINRA (or ability to obtain)

Preferred

• Experience with alternative investments (art, private equity, real assets, or hedge funds)
• Strong interest in contemporary art and cultural markets
• CFP, CFA, or similar credentials (not required)

Benefits include:

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