# Wealth Advisor, SVP
**Company:** [Titan](https://hotfix.jobs/companies/titan)
**Location:** New York, NY
**Salary:** $125K-$200K
**Experience:** 7+ years
**Skills:** Asset Allocation, Alternative Investing, Quantitative Analysis, Financial Modeling, Excel, Portfolio Management, Investment Management, Client Relationship Management, Data Analysis, Cross-Functional Collaboration
**Posted:** 2026-03-06
> 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.
## Job Description
## 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
**Apply:** https://hotfix.jobs/jobs/wealth-advisor-svp-at-titan-4c3b65ca-8354-4ae8-bab6-c3dadb4ef634
**Canonical:** https://hotfix.jobs/jobs/wealth-advisor-svp-at-titan-4c3b65ca-8354-4ae8-bab6-c3dadb4ef634