Senior Investment Advisor & Team Lead jobs in United States
cer-icon
Apply on Employer Site
company-logo

Masterworks · 18 hours ago

Senior Investment Advisor & Team Lead

positionNew York, NY
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
date8+ years exp

Masterworks is a fintech platform that allows individuals to invest in shares of high-value artworks. The Senior Investment Advisor & Team Lead will build relationships with ultra-high-net-worth investors, guiding them in alternative asset allocation and leading a team of advisors to ensure exceptional client service.

ArtFinancial ServicesTrading Platform

Responsibilities

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
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
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

Qualification

Financial advising experienceRelationship managementPortfolio constructionAlternative asset allocationSeries 65 licenseTeam leadershipResults-driven mentalityInterest in contemporary artInterpersonal skills

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)

Company

Masterworks

twittertwittertwitter
company-logo
Masterworks is a platform that offers art investment products to the retail investing public.
dateFounded in 2017
location
New York, New York, USA
people-size51-200 employees
web-link
http://www.masterworks.com

Funding

Current Stage
Growth Stage
Total Funding
$110M
Key Investors
Left Lane Capital
2021-10-05Series A· $110M

Leadership Team

leader-logo
Scott Lynn
Founder & CEO
linkedin

Recent News

BizWest
Gloo acquires faith-based marketer Masterworks
2025-08-02
PR Newswire
Gloo Acquires Faith-Based Marketing and Fundraising Company, Masterworks
2025-07-31
The Real Deal
Durst snags 58K sf lease in Midtown office tower
2025-07-24
Company data provided by crunchbase