Senior Investment Advisor - New York, NY
1 day ago
Job description
About Masterworks
Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. We have built a portfolio of over $1.3 billion in world-class artworks, introducing over 1 million individuals to the $2.2 trillion art market.
Masterworks has been covered by major media publications such as 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, Masterworks achieved unicorn status raising $110M in its Series A fundraising round at a valuation exceeding $1 billion.
Our 80+ employees are based out of our offices at 1 World Trade Center in the Financial District of New York City. With an entirely in-office team, there are endless opportunities for collaboration, innovation, and learning.
Why Masterworks?
- Do you thrive on disruption?
- Do you want to live at the cutting edge of finance, technology, and art?
- Are you passionate about democratizing alternative investments?
- Do you enjoy meaningful work that has a noticeable impact on business performance?
If you answered "Yes" to any of the above, we'd love to hear from you
Team Overview:
Masterworks Advisers (a subsidiary of Masterworks) is the first registered investment advisory dedicated to art investment education and advice.
Role Overview:
As a Senior Advisor / Team Lead for Masterworks Advisers, you will be responsible for building trusted relationships with UHNW prospective investors and converting them into long-term clients. This is a revenue-generating role - you will establish credibility pre-investment through high-touch relationship development (art gallery visits, private events, curated dinners, etc.), educate prospects on alternative asset allocation, and ultimately guide them toward investment decisions in blue-chip artwork.
This is a player/coach role – you will mentor and lead a team of advisors, setting the standard for relationship excellence and consultative investment advice.
Key Responsibilities
Client Advisory & Relationship Management
- Build and nurture relationships with prospective UHNW investors, establishing trust and credibility before they make their first investment
- Advise clients on allocating a portion of their broader portfolio to alternative investments, with a focus on contemporary art
- Conduct personalized portfolio consultations to understand each client's overall financial picture, investment goals, liquidity needs, and risk tolerance
- Convert high-touch relationship development into concrete investment recommendations, supporting clients across multiple investment cycles
Experiential Client Engagement
- Accompany clients to contemporary art galleries, auctions, and cultural events across NYC
- Host and attend client dinners, private viewings, and exclusive events
- Welcome prospects to Masterworks' private gallery on the Upper East Side and lead tailored art experiences
- Represent Masterworks with polish and professionalism in high-end social and cultural settings
- Ideate, design, and test new relationship-building strategies to help uncover new growth vectors and increase conversion rates
Team Leadership
- Manage, mentor, and support a team of advisors, setting a high standard for client service and relationship management
- Share best practices on UHNW relationship building, portfolio construction, and client communication
- Collaborate with senior leadership to refine advisory processes and client strategy
Qualifications:
Required
- 8+ years of experience in financial advising, private banking, or alternative investments, or similar relationship-driven roles.
- Proven track record of building new relationships and managing long-term relationships with UHNW and HNW clients
- Strong understanding of portfolio construction and alternative asset allocation
- Exceptional interpersonal skills with the ability to establish trust and credibility with sophisticated investors
- Results-driven, competitive mentality with demonstrated ability to close business
- Comfort operating in high-touch, relationship-driven environments
- Based in NYC or willing to be in NYC regularly to engage with prospects in person
- Prior leadership or team-management experience
- Series 65 license from FINRA (or ability to obtain)
Preferred
- Experience with alternative investments (art, private equity, real assets, or hedge funds
- Strong interest in contemporary art and cultural markets
- CFP, CFA, or similar credentials (not required)
Similar jobs
Khorlan Wealth Management LLC is an investment advisory firm helping clients build and preserve wealth through a client-first approach. · ,,Build and expand a client base through referrals, personal networks, and long-term relationship development. · ,Serve as a primary point of ...
1 month ago
We are looking for a talented Investment Advisor to join our team at Masterworks Advisers. · ...
3 weeks ago
About Masterworks · Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. We have built a portfolio of over $1.2 billion in world-class artworks, introducing over 1 mil ...
1 day ago
Senior Investment Advisors represent a top-tier role within the Initio Sphere ecosystem—providing high-level investment, capital markets, and strategic guidance to sponsors, funds, and investors while benefiting from meaningful earning opportunities and enhanced credibility acros ...
4 weeks ago
Initio Sphere is a private capital ecosystem where capital meets talent. We connect fund managers, investors, operators and analysts through live deal flow institutional frameworks and curated relationships across private markets. · ...
4 weeks ago
Investment Strategy Advisors are a key tier of the Initio Sphere ecosystem, providing portfolio and investment strategy guidance to GPs, sponsors, and investors. · Advise funds and sponsors on investment strategy, asset allocation, and portfolio optimization · Mentor analysts and ...
3 weeks ago
As a Senior Advisor / Team Lead for Masterworks Advisers, you will be responsible for building trusted relationships with UHNW prospective investors and converting them into long-term clients. · ...
2 weeks ago
We are looking for an Investment Advisor to join our team at Masterworks Advisers. As the first point of contact for prospective investors, you will be responsible for educating and advising them on how art can improve their investment portfolio. · ...
1 month ago
Job Title: Financial / Investment Advisor · Location: Midtown Manhattan, NYC · Company: Dominari Securities – A Fast-Growing Financial Services Firm · About Us: · Dominari Securities is an innovative and rapidly expanding financial services firm located in the heart of Midtown M ...
1 day ago
We are seeking an experienced Senior Advisor to join our team at Masterworks Advisers. As a key member of our advisory group, you will be responsible for building trusted relationships with high net worth individuals and converting them into long-term clients. · 8 years of experi ...
2 weeks ago
We are seeking an Investment Advisor to join our team at Masterworks Advisers. As the first point of contact for prospective investors, you will educate and advise them on how art can improve their investment portfolio. · The ideal candidate will have a genuine desire to change t ...
1 month ago
We are seeking an Investment Advisor to drive investment growth within our existing investor base. You will leverage deep relationships and portfolio expertise to generate repeat investment activity and maximize investor lifetime value. As an Investment Advisor for Masterworks Ad ...
2 weeks ago
Seeking a compliance associate at a securities industry regulatory consulting firm to establish and/or maintain the compliance program for its investment advisor clients. · ...
1 month ago
We are seeking a compliance associate to establish and/or maintain the compliance program for our investment advisor clients at DFP Regulatory Services. · ...
1 month ago
Seeking a compliance associate at a securities industry regulatory consulting firm to establish and/or maintain the compliance program for its investment advisor clients. · Bachelor's degree (Finance or related discipline preferred) · 2-3 years compliance experience at an investm ...
2 weeks ago
We are looking for a Client Onboarding – Investment Advisors/Funds Group. · We support the team manager in all client onboarding activities for Investment Advisors and Funds. · Prepare KYC documentation. · Perform client due diligence. · Conduct OFAC and negative news screenings. ...
1 month ago
Investment Advisor Compliance and Operational Risks Controls Manager
Only for registered members
+We prioritize risk controls to ensure the seamless execution of our mission. We believe that playing by the rules is essential to our success. · ...
1 week ago
Alternative Investments, Product Owner, Client and Advisor Experiences
Only for registered members
We are early in our product solution journey and passionate about transforming the advisor and client experiences. · ...
1 week ago
Alternative Investments, Product Owner, Client and Advisor Experiences
Only for registered members
We are early in our product solution journey and passionate about transforming the advisor and client experiences so this is an exciting chance to join the team and influence direction end-to-end from user research & discovery solution refinement all the way through roadmap execu ...
3 days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page.Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, · covering a wide range of products and s ...
5 days ago