Chief Wealth Strategist

2 weeks ago

New York, New York, United States Titan Full time

Company Overview

Titan is a revolutionary force in the wealth management sector, challenging the long-standing dominance of traditional firms such as Fidelity, Schwab, and Goldman Sachs. Our goal is to create a modern financial advisory experience that is accessible to everyone, transcending the outdated practices of the industry. We aim to build a contemporary alternative to the conventional wealth management firms, offering innovative solutions that empower everyday investors.

Role Summary

As the inaugural member of Titan's Wealth Advisory team, you will play a pivotal role in guiding clients through their financial journeys. Your responsibilities will encompass a wide range of advisory services, including asset allocation, portfolio management, tax planning, and comprehensive financial strategies. With a robust client base eager for personalized guidance, you will utilize our cutting-edge technology to enhance your advisory capabilities.

Key Responsibilities

  • Develop and implement a customized asset allocation and portfolio construction framework tailored to individual client needs.
  • Assist clients in creating financial plans, including tax and estate planning, in collaboration with our trusted partners.
  • Engage with clients through various communication channels to help them achieve their financial objectives.
  • Contribute to Titan's content creation efforts by appearing in video segments aimed at educating clients and enhancing engagement.
  • Collaborate with Product and Engineering teams to identify client challenges and contribute to the development of our technology platform.
  • Research and propose innovative investment strategies aligned with client goals.
Qualifications
  • A minimum of 8 years of proven experience in wealth advisory, demonstrating a successful track record.
  • Expertise in asset allocation and portfolio construction.
  • In-depth knowledge of investment products and personal finance.
  • Strong communication skills, with the ability to convey financial advice with empathy and clarity.
  • Active Series 65 designation, along with CFP or equivalent credentials; clean U4.
  • Experience with financial technology tools is advantageous but not mandatory.
Benefits
  • Collaborate with a passionate and diverse team dedicated to making a positive impact.
  • Supported by leading venture capital firms.
  • Attractive compensation package, including equity options.
  • Comprehensive medical and dental coverage.
  • Flexible paid time off and sick leave.
  • 401(k) plan with employer matching.
  • Provision of necessary technology, including a laptop.
  • Stipends for internet and health & wellness.
  • Hybrid work arrangement with a balance of in-office and remote work.
Compensation:

The anticipated annual salary range for this position is $150,000-$350,000, complemented by company stock options and a comprehensive benefits package. Titan is committed to providing a competitive compensation structure that reflects the value of our team members and aligns with our organizational goals.

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