Wealth Management Associate

Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related investment products. We allow anyone to invest in SEC-qualified shares of multi-million dollar paintings by artists like Banksy, Basquiat, and Picasso. We have introduced over 1 million individuals to the $2.2 trillion art market. Masterworks has been covered by The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the US by LinkedIn. In 2021, we achieved unicorn status with a $110M Series A at a valuation exceeding $1 billion. We are based at 1 World Trade Center in New York City's Financial District. Why Masterworks? If you answered "Yes" to any of the below, we'd love to hear from you! Are you passionate about democratizing alternative investments? Are you interested in working for a disruptive start-up, focused on a new asset class? Do you enjoy meaningful work that has a noticeable impact on business performance? Position Overview As an Wealth Management Associate for Masterworks Advisers, you will play a pivotal role in growing our investor community through nurturing relationships with our established member base, driving repeat investment activity, conducting annual portfolio reviews discussing highlights and lowlights, presenting new artwork offerings, and identifying expansion opportunities to maximize investor lifetime value. You will leverage knowledge of financial markets, portfolio construction, and macroeconomics to deliver an exceptional advisory experience. Extensive training on the art market, art as an asset class, and Masterworks offerings is provided. Responsibilities Advise investors on the role of blue-chip and other real or digital assets (gold, bitcoin, etc.) art as an alternative asset within a diversified portfolio Conduct portfolio reviews, present new artwork investment opportunities, and close investment decisions Re-engage inactive or lapsed investors and convert them back into active platform members (existing investor track) Cultivate and maintain strong, long-term relationships with investors to support ongoing investment activity Utilize CRM tools and dashboards to manage pipeline, track performance, and improve efficiency Deliver an excellent advising and onboarding experience across a wide range of investor profiles Ideate, design, and test new strategies to uncover growth vectors and increase KPIs Collaborate cross-functionally with Product, Marketing, and FinOps to achieve business objectives Team Overview Masterworks Advisers is a team of ~15 advisers and growing Advisers come from diverse professional backgrounds with a wide range of experience levels Team placement (new investor onboarding vs. existing investor growth) is determined during the interview process Requirements & Preferred Skills As a regulated entity, licensing is a requirement within the first 90 days of the company. Licensing is a straightforward process for anyone financially-minded. You will spend 20-40 hours studying and have multiple attempts to pass the Series 65. 3+ years of experience in investment advising, financial advising, or a similar client-facing role Ability to confidently and professionally communicate with high-profile investors (verbal and written) Strong interest in alternative assets, financial markets, and macroeconomics Excellent organizational, problem-solving, relationship-building, and time management skills Proven ability to thrive in a fast-paced, multi-task environment Experience using CRM tools is a plus (e.g., HubSpot) Passion for the "business of art" is a plus — no prior art knowledge required Compensation range: $80,000 – $120,000 Benefits include: Daily catered lunches Free admission to art museums and galleries Health, dental, and vision coverage with FSA options #J-18808-Ljbffr