Wealth Advisor, VP

Titan; New York (NY); On-site; USD 150,000 - 260,000; Full time

Benefits offered by this job

Competitive cash compensation

Equity packages

Collaborative team culture

Job summary

A leading wealth management firm in New York is looking for a Wealth Advisor to drive seamless investment experiences for clients. You will manage a portfolio of high-net-worth clients, delivering exceptional guidance and support while collaborating with internal teams. The ideal candidate has 5-7+ years in wealth advisory or related fields, with strong communication skills and financial expertise. Join us to reshape the wealth management industry and make an impactful legacy.

Qualifications

• 5-7+ years of experience in Wealth Advisory or related roles.
• Exceptional written and communication skills.
• Strong understanding of investment management principles.
• Comfortable with high volumes of client interactions (video/phone/webinars)
• Cross-functional collaboration to drive product growth and client outcomes
• Familiarity with investment management principles, asset allocation, alternatives, and quantitative analysis
• Proficient in basic financial modeling in Excel
• Fluent with data to derive insights and measure progress

Responsibilities

• Manage a portfolio of high-net-worth clients.
• Deliver exceptional client experiences and value-driven guidance.
• Conduct high-impact client conversations and presentations.
• Lead high-impact client conversations through meetings and presentations.
• Collaborate with internal teams to ensure seamless delivery of advice and support.
• Maintain disciplined account oversight including reporting and compliance obligations.

Skills

Wealth Advisory

Client Management

Communication Skills

Financial Insights

Financial modeling in Excel

Data-driven decision making

Series 7/63/65

Tools

Microsoft Excel

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

For the right person, we believe Titan will be one of the most rewarding jobs they ever have.

• 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 the 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

• 5-7+ 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
• Fluent with data. You can use data to answer questions, identify opportunities, find insights, measure progress toward goals, and iterate quickly.
• 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