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Titan

Wealth Advisor, SVP

Manages high-net-worth client portfolios, provides tailored financial advice, asset allocation, and investment strategies to grow assets under management. Collaborates cross-functionally to enhance client experiences and drive product growth; requires 7+ years experience and Series 7/63/65 licenses.

125k – 200kNew York, NYOtherOnsite7+ YOE
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About the role

Responsibilities

  • 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
  • Fluent with data: use data to answer questions, identify opportunities, find insights, measure progress towards goals, and iterate quickly
  • Scrappy: make things happen, overcome roadblocks with workarounds or tradeoffs
  • Series 7, 63 and 65 (or Series 7 and 66) required

Skills

Asset AllocationAlternative InvestingQuantitative AnalysisFinancial ModelingExcelPortfolio ManagementInvestment ManagementClient Relationship ManagementData AnalysisCross-Functional Collaboration

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