2 часа назад
Investment Adviser (Fintech)
80 000 - 120 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Investment Adviser (Alternative Assets): Advising investors on blue-chip art and other real or digital assets as part of diversified portfolios, with an accent on portfolio reviews, investor relationships, and investment decision-making. Focus on analyzing financial markets and macroeconomics, managing advisory pipelines, and designing strategies to increase investor activity and business KPIs.
Location: New York, NY, United States; onsite
Salary: $80,000–$120,000 per year
Company
Advisers is a registered investment adviser offering access to SEC-qualified shares in high-value artwork and other alternative investment products.
What you will do
- Advise prospective and existing investors on blue-chip art and other real or digital assets within diversified portfolios.
- Conduct portfolio reviews, present new artwork investment opportunities, and support investment decisions.
- Build and maintain long-term investor relationships and re-engage inactive members.
- Use CRM tools and dashboards to manage pipelines, track performance, and improve efficiency.
- Design and test strategies to uncover growth opportunities and increase KPIs.
- Collaborate with Product, Marketing, and FinOps on business objectives.
Requirements
- Obtain Series 65 licensing within the first 90 days.
- 3+ years of experience in investment advising, financial advising, or a similar client-facing role.
- Confident and professional verbal and written communication with high-profile investors.
- Strong interest in alternative assets, financial markets, and macroeconomics.
- Excellent organizational, problem-solving, relationship-building, and time management skills.
- Ability to thrive in a fast-paced, multitasking environment with a results-driven approach.
Nice to have
- Experience with CRM tools such as HubSpot.
- Interest in the business of art; prior art knowledge is not required.
Culture & Benefits
- Daily catered lunches.
- Health, dental, and vision coverage with FSA options.
- Paid parental leave, PTO, and 401(k).
- Free admission to art museums and galleries.
- Happy hours and company outings.
Hiring process
- Team placement between New Investor Onboarding and Existing Investor Growth is determined during the interview process.
- Training is provided on the art market, art as an asset class, and offerings.
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