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Chief Wealth Strategy Advisor

2 months ago

New York, New York, United States Titan Full time

Titan is redefining the landscape of wealth management, challenging the traditional giants of the industry. The current market is saturated with legacy firms that fail to provide modern solutions, and while there are innovative platforms emerging, many fall short of delivering genuine value. Our mission is to create a contemporary wealth management experience that is accessible to all.

As a founding member of Titan's Wealth Advisory team, you will play a pivotal role in guiding our clients through their financial journeys. Your expertise will encompass asset allocation, portfolio management, and comprehensive financial planning. With a robust client base eager for personalized advisory services, you will leverage our advanced technology to enhance your client interactions and deliver exceptional results.

Role Overview

In this influential position, you will be responsible for developing a scalable asset allocation and portfolio construction framework tailored to the unique needs of our diverse clientele. You will provide top-tier investment advice, supported by Titan's dedicated investment team, and contribute to our thought leadership through engaging content across various platforms. Your extensive financial knowledge will be instrumental in attracting new clients and ensuring their satisfaction with our services.

Titan is committed to empowering you with cutting-edge tools and resources that maximize your efficiency and effectiveness. As a wealth advisor, you will have access to our proprietary wealth products and services, enabling you to craft customized investment strategies that align with client goals.

This role is not just about managing wealth; it’s about making a significant impact on the future of the industry and enhancing the financial well-being of individuals and families.

Key Responsibilities

  • Design and implement a comprehensive asset allocation model and portfolio construction strategy for clients across various asset classes.
  • Develop financial plans and collaborate on tax and estate planning initiatives with external partners.
  • Engage with clients through multiple communication channels to support their financial aspirations.
  • Participate in video content creation to enhance client engagement and promote your professional brand.
  • Collaborate with Product and Engineering teams to identify client needs and contribute to the evolution of Titan's technology platform.
  • Research and propose innovative investment strategies that align with client objectives.
Qualifications
  • Minimum of 8 years of proven experience in wealth advisory with a successful track record.
  • Strong expertise in asset allocation and portfolio management.
  • In-depth knowledge of investment products and personal finance.
  • Exceptional communication skills, with the ability to convey financial concepts with clarity and empathy.
  • Active Series 65 designation and relevant certifications such as CFP.
  • Experience with financial technology tools is advantageous but not mandatory.
Benefits and Perks
  • Collaborate with a talented 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 equipment.
  • Stipends for internet and wellness.
  • Hybrid work environment with a blend of in-office and remote work.
Compensation:

Competitive salary range: $150,000-$350,000, inclusive of stock options and benefits. Titan is dedicated to providing a comprehensive compensation package that reflects our commitment to attracting and retaining top talent aligned with our values and mission.