🛠 Tech Stack

💼 About This Role

You'll manage a book of high-net-worth clients and deliver exceptional investment experiences at Titan, a wealth manager backed by a16z. You'll bridge Investment Management and Product teams to drive seamless client outcomes. This role offers disproportionate impact in a small, high-touch team.

🎯 What You'll Do

• Manage and grow a book of high-net-worth clients
• Deliver tailored portfolio strategy and financial insights
• Identify growth opportunities and cross-sell services
• Collaborate with internal teams on seamless delivery

📋 Requirements

• 7-8+ years in Wealth Advisory or client-facing investment management
• Series 7, 63 and 65 (or Series 7 and 66) required
• Proficiency in financial modeling with Microsoft Excel
• Comfortable with high volumes of client interactions

✨ Nice to Have

• Familiarity with alternative investing
• Strong cross-functional collaboration skills
• Data-driven approach to problem solving

🎁 Benefits & Perks

• 💰 Competitive cash compensation
• 📈 Above-market equity packages
• 🏢 In-person culture in New York
• 🌍 Backed by top investors like a16z and General Catalyst