🛠 Tech Stack

💼 About This Role

You'll join Titan's Advisory team to deliver exceptional investment experiences for high-net-worth clients. You'll manage a client book, lead portfolio discussions, and collaborate cross-functionally to drive product and revenue growth. This role offers the chance to reimagine wealth management with a top-tier team backed by a16z.

🎯 What You'll Do

• Manage and grow a portfolio of high-net-worth clients
• Lead high-impact client conversations on portfolio strategy
• Identify cross-sell and growth opportunities within existing relationships
• Collaborate with operations, investment strategy, and product teams

📋 Requirements

• 4-6+ years in wealth advisory or client-facing investment roles
• Series 7, 63, and 65 (or 7 and 66) required
• Exceptional written and communication skills with attention to detail
• Comfortable with high volumes of client interactions via video/phone/webinars

✨ Nice to Have

• Familiarity with alternative investing and asset allocation frameworks
• Proficiency in financial modeling in Excel

🎁 Benefits & Perks

• 💰 Competitive cash compensation
• 📈 Well-above-market equity packages
• 🏢 Vibrant in-person culture with founders in office daily