Senior Wealth Advisor

About TitanTitan 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 TitanFor 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 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 OverviewWe are looking for a Senior 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:Act as a primary point of contact for investment-related inquiries via a variety of channels; including email, phone and videoGrow and design systems that are meant to drive positive impact across our business: referrals, AUM growth, and insane user delightDesign and reimagine the end to end wealth management experience: how our clients meet and grow with us will be up to youEducate current and prospective clients about our investment options and how Titan can play a part in their broader portfolioConduct bespoke portfolio analysis for clients (e.g., investment allocations, transfer options, portfolio perspectives)Collaborate with other Titans (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to ensure our business is focused on what matters mostHelp us build a best-in-class team and companyQualifications4-6+ years of experience in Wealth Advisory, Asset Management, Wealth Management, Investment Banking, or other client-facing investment management rolesExceptional written and communication skills along with an acute attention to detailsDemonstrated ability to handle assorted client questions (including asset allocation recommendations, market perspectives, portfo ... (truncated, view full listing at source)