Apply on Employer Site

Masterworks · 21 hours ago

Associate Investment Advisor

New York, NY

Full-time

Onsite

Mid Level

3+ years exp

Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings. The Associate Investment Advisor will be responsible for engaging with prospective investors, educating them on how art can enhance their investment portfolios, and providing advisory services through scheduled phone calls.

ArtFinancial ServicesTrading Platform

Hiring Manager

Katie Amendola, PHR

Responsibilities

Advise potential investors on making their initial investment in Blue-Chip Art as an alternative investment (working exclusively with potential investors who have previously indicated an interest in investing - no cold calling)

Utilize CRM tools and dashboards to improve overall effectiveness and efficiency

Provide an excellent advising and onboarding experience with a wide range of investors

Ideate, design, and test new strategies to help uncover new growth vectors and increase KPIs

Work cross functionally with other departments (product, marketing, FinOps) to accomplish specific business objectives

Qualification

Financial markets experienceFinancial advising experienceSeries 6566 licenseCRM tools experienceResults-driven mentalityPassion for artCommunication skillsOrganizational skillsProblem solving skillsTime management skills