Wealth Advisor, SVP

Titan; New York (NY); On-site; USD 125,000 - 200,000; Full time

Benefits offered by this job

Competitive salary

Equity packages

Vibrant in-person culture

Job summary

A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients, delivering bespoke financial advice, and driving product growth through collaboration. Candidates should have over 7 years of relevant experience, excellent communication skills, and be fluent in data-driven insights. Competitive compensation between $125K - $200K is offered, reflecting the commitment to quality advisory services.

Qualifications

• 7‑8+ years of experience in Wealth Advisory, Asset Management, or similar client-facing roles.
• Exceptional written and communication skills with attention to detail.
• Familiarity with investment management principles and asset allocation.

Responsibilities

• Manage a portfolio of high-net-worth clients and drive growth.
• Deliver tailored financial insights and portfolio strategies.
• Conduct client meetings and presentations to build trust.

Job description

About Titan

Titan is an award-winning wealth manager with a mission to increase our generation’s compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra‑wealthy. With Titan, they’re available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.

Why Join Titan

• Ambitious Vision: When we put private wealth management in every pocket, we’ll make a legacy‑defining impact in growing our generation’s wealth to new heights.
• Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.
• Disproportionate Impact: We’re still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.
• Vibrant In‑Person Culture: We thrive on being a high‑touch team, working together in the trenches in person (you’ll see our founders in office every day).
• Compensation: Titan offers competitive cash compensation and well‑above‑market equity packages because we want every team member to be an owner.
• World‑Class Investors: We’re backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.

Role Overview

We are looking for a Wealth Advisor to join our Advisory team. Advisory is key to our mission of increasing our generation’s compound growth rate. We pride ourselves in rethinking established paradigms for the end‑to‑end investment management experience and pushing the status quo. Our goal is to tech‑enable the relationship between client and investment manager, setting clients up for superior investment outcomes and compounding their financial knowledge.

You will work directly with our Director of Wealth Advisory to help bridge Titan’s Investment Management and Product teams, helping drive the most seamless investment experience possible for our clients. You will engage current and prospective clients in discussions focused on the nuances of Titan’s investment offerings, reimagine the wealth management industry from the ground up, participate in bespoke portfolio analysis for clients, create and project‑manage investment insights (investment reports/webinars), and intensely collaborate cross‑functionally (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to drive product and revenue growth.

What You’ll Do

• Manage and grow your book of clients: Take ownership of a portfolio of high‑net‑worth clients, deepening relationships and increasing Assets Under Management through proactive, value‑driven guidance.
• Deliver exceptional client experiences: Be the trusted advisor clients turn to for financial insights, portfolio strategy, and tailored solutions that align with their goals.
• Identify growth opportunities within existing relationships: Expand wallet share, cross‑sell relevant services, and help clients maximize their investment outcomes.
• Lead high‑impact client conversations: Conduct meetings and presentations that showcase our advisory approach and reinforce client trust.
• Collaborate with internal teams: Partner with operations, investment strategy, and product specialists to ensure seamless delivery of advice and support.
• Maintain disciplined account oversight: Track client activity, monitor portfolio performance, and ensure reporting and compliance obligations are met.

Qualifications

• 7‑8+ years of experience in Wealth Advisory, Asset Management, Wealth Management, Investment Banking, or other client‑facing investment management roles.
• Exceptional written and communication skills along with an acute attention to details.
• Demonstrated ability to handle assorted client questions (including asset allocation recommendations, market perspectives, portfolio positioning, etc.).
• Comfortable with high volumes of client interactions (e.g., video/phone calls, large‑audience webinars).
• Strong ability to work cross‑functionally and think creatively to drive product growth.
• Familiarity with investment management principles, asset allocation frameworks, alternative investing, and quantitative analysis.
• Proficiency with basic financial modeling in Microsoft Excel.
• You are fluent with data. You can use data to answer questions, identify opportunities, find insights, measure progress towards goals, and iterate quickly.
• You make things happen. You are scrappy and find ways to overcome roadblocks with workarounds or tradeoffs.
• Series 7, 63 and 65 (or Series 7 and 66) required.

Compensation Range: $125K - $200K