Wealth Advisor, Associate

The role

You will work with the Director of Wealth Advisory to bridge Investment Management and Product teams. You will manage a book of high-net-worth clients and deliver investment insights through reports and webinars.

What you will do

• Manage and grow your book of clients
• Deliver exceptional client experiences
• Identify growth opportunities within existing relationships
• Lead high-impact client conversations
• Collaborate with internal teams
• Maintain disciplined account oversight

Required qualifications

• 4-6+ years of experience in Wealth Advisory, Asset Management, Wealth Management, Investment Banking, or other client-facing investment management roles
• Exceptional written and communication skills
• Acute attention to details
• Ability to handle assorted client questions
• Comfortable with high volumes of client interactions
• Ability to work cross functionally and think creatively
• Familiarity with investment management principles, asset allocation frameworks, alternative investing, and quantitative analysis
• Proficiency with basic financial modeling in Microsoft Excel
• Fluency with data
• Scrappy and able to find ways to overcome roadblocks
• Series 7, 63 and 65 (or Series 7 and 66) required

Benefits

• Competitive cash
• Well-above-market equity

About the company

Titan is a wealth management firm backed by a16z and Sam Altman. The company aims to rebuild wealth management by leveraging technology and AI.