Founding Wealth Advisor
Founding Wealth Advisor
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Salary Not Disclosed
1 Vacancy
Job Description
About Titan
Titan is an awardwinning WallStreetbased wealth management firm. Backed by some of Silicon Valleys best (a16z GC Sam Altman) we manage the wealth of tens of thousands of clients with billions in assets. As consumer finance approaches its graduation moment from the era of fast money day trading were vying to be its leader. Our end objective is to build the next Goldman Sachs one of the most revered institutions in all of finance.
Why Join Titan
For the right person we believe Titan will be one of the most rewarding jobs they ever have.
WorldClass Investors: Were backed by top investors who share our bold vision including a16z General Catalyst Sam Altman.
Critical Why Now: The advent of LLMs enables Titan to be the first AInative advisor in history (if you needed a peek at our roadmap here you go). This is driving our urgency.
Disproportionate Impact: Were still at the beginning of our journey and a small team which is ultimately the greatest selling point to the right person. Your impact at Titan will disproportionately matter.
Vibrant inperson culture: We thrive on being a hightouch team working together in the trenches in person (youll see our founders in office every day).
Big Vision Big Risks: We believe in taking bold opportunities and arent afraid of change.
Compensation: Titan offers competitive cash compensation and wellabovemarket equity packages because we want every team member to feel and act like an owner.
Role Overview
We are looking for a Founding Wealth Advisor to lead our wealth advisor team and strategy. Wealth Advisory is the key to our mission of increasing our generations compound growth rate. We pride ourselves on rethinking established paradigms for the endtoend wealth management experience and pushing the status quo. Our goal is to techenable the relationship between client and wealth advisor setting clients up for superior financial outcomes and compounding their financial knowledge along the way.
As a Founding Wealth Advisor you will be the senior leader responsible for shaping and executing Titans wealth advisory strategy building and managing highvalue client relationships and driving AUM growth. You will work closely with the executive team and across the organization (Wealth Advisory Investment Management Product Design Marketing and Client Experience) to ensure a seamless advisory experience for our clients. This role requires a deep understanding of financial markets financial planning and advice investment strategies and client engagement to enhance our market positioning and investor communications.
What Youll Do
Develop and manage relationships with thousands of highvalue clients to drive AUM growth and engagement to the Titan platform.
Oversee and conduct bespoke portfolio analysis for highvalue clients delivering tailored asset allocation recommendations and market insights.
Serve as primary spokesperson for Titan Wealth Advisory by creating written and video content across a variety of channels (including email and social media) for a broad range of financial advisory topics (including investing taxes equity compensation etc. to drive client leads and engagement.
Lead and execute the overall wealth advisory strategy ensuring alignment with Titans broader investment and business objectives.
Collaborate crossfunctionally with Investment Management Product Design Marketing and Client Experience to enhance Titans product offering and client engagement strategies.
Implement scalable systems and processes to optimize our wealth advisory workflows enhance operational efficiency and improve the client experience.
Drive innovation in wealth management by reimagining how clients interact with and grow alongside Titan.
Mentor and develop the Wealth Advisory team fostering a highperformance culture and ensuring bestinclass client service.
Qualifications
10 years of experience in Wealth Advisory Asset Management Wealth Management Investment Banking Private Equity or other clientfacing investment roles.
Deep understanding of financial planning asset allocation frameworks investment management principles alternative investing and financial markets.
Proven track record of managing highnetworth relationships and driving AUM growth.
Exceptional ability to communicate complex financial advice in a clear compelling manner across various channels (email phone video and largeaudience webinars).
Strong ability to think strategically while also executing tactical initiatives.
Experience leading and developing highperforming teams.
Highly analytical with proficiency in financial modeling and datadriven decisionmaking.
Preferred industry accreditation(s): CFP CPWA CFA etc.
Series 7 63 and 65 (or Series 7 and 66 preferred; candidates must be willing to obtain required licenses within 90 days of start date if not already licensed.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
