Investment Advisor

Reposted 5 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
80K-120K Annually
Senior level
Marketing Tech • Financial Services
The Role
As an Investment Advisor, you will educate and advise prospective investors on alternative investments in Blue-Chip Art, handling 10-20 calls daily while utilizing CRM tools to optimize engagement and onboarding experiences.
Summary Generated by Built In
About Masterworks

Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related investment products.  We allow anyone to invest in SEC-qualified shares of multi-million dollar paintings by artists like Banksy, Basquiat, and Picasso. We have introduced over 1 million individuals to the $2.2 trillion art market.

Masterworks has been covered by 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, we achieved unicorn status with a $110M Series A at a valuation exceeding $1 billion. We are based at 1 World Trade Center in New York City's Financial District.

Why Masterworks?

If you answered "Yes" to any of the below, we'd love to hear from you!

  • Are you passionate about democratizing alternative investments?
  • Are you interested in working for a disruptive start-up, focused on a new asset class?
  • Do you enjoy meaningful work that has a noticeable impact on business performance?
Position Overview

As an Investment Adviser for Masterworks Advisers, you will play a pivotal role in growing our investor community — whether guiding prospective investors through their first art investment or nurturing relationships with our established member base. You will be matched to one of two advisory teams based on mutual fit identified during the interview process:

  • New Investor Onboarding: Serve as the first point of contact for prospective clients. Educate and advise individuals on how blue-chip art and other real or digital assets (gold, Bitcoin, etc.) can enhance their portfolio, conducting 10–20 pre-scheduled calls per day with warm, pre-qualified leads — no cold calling.
  • Existing Investor Growth: Engage with our established member base to drive repeat investment activity, conduct annual portfolio reviews discussing highlights and lowlights, present new artwork offerings, and identify expansion opportunities to maximize investor lifetime value.

Regardless of team, you will leverage knowledge of financial markets, portfolio construction, and macroeconomics to deliver an exceptional advisory experience. Extensive training on the art market, art as an asset class, and Masterworks offerings is provided.

Responsibilities
  • Advise investors on the role of blue-chip and other real or digital assets (gold, bitcoin, etc.) art as an alternative asset within a diversified portfolio
  • Conduct portfolio reviews, present new artwork investment opportunities, and close investment decisions
  • Re-engage inactive or lapsed investors and convert them back into active platform members (existing investor track)
  • Cultivate and maintain strong, long-term relationships with investors to support ongoing investment activity
  • Utilize CRM tools and dashboards to manage pipeline, track performance, and improve efficiency
  • Deliver an excellent advising and onboarding experience across a wide range of investor profiles
  • Ideate, design, and test new strategies to uncover growth vectors and increase KPIs
  • Collaborate cross-functionally with Product, Marketing, and FinOps to achieve business objectives
Team Overview
  • Masterworks Advisers is a team of ~15 advisers and growing
  • Advisers come from diverse professional backgrounds with a wide range of experience levels
  • Team placement (new investor onboarding vs. existing investor growth) is determined during the interview process
Requirements & Preferred Skills
  • As a regulated entity, licensing is a requirement within the first 90 days of the company. Licensing is a straightforward process for anyone financially-minded. You will spend 20-40 hours studying and have multiple attempts to pass the Series 65.
  • 3+ years of experience in investment advising, financial advising, or a similar client-facing role
  • Ability to confidently and professionally communicate with high-profile investors (verbal and written)
  • Strong interest in alternative assets, financial markets, and macroeconomics
  • Excellent organizational, problem-solving, relationship-building, and time management skills
  • Results-driven, competitive mentality
  • Proven ability to thrive in a fast-paced, multi-task environment
  • Experience using CRM tools is a plus (e.g., HubSpot)
  • Passion for the "business of art" is a plus — no prior art knowledge required
Compensation & Benefits

Compensation range: $80,000 – $120,000

Benefits include: Daily catered lunches · Free admission to art museums and galleries · Health, dental, and vision coverage with FSA options · Paid Parental Leave · PTO and 401k · Happy hours, company outings, and more

Skills Required

  • 8+ years experience working in financial markets, financial advising, or similar.
  • Series 65 license from FINRA
  • Ability to confidently and professionally communicate with high profile investors
  • Strong interest in alternative assets, financial markets, and macroeconomics
  • Experience using CRM tools
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, NY
233 Employees
Year Founded: 2017

What We Do

Masterworks is democratizing the art market—one masterpiece at a time. Over 400,000 members are investing in contemporary art by icons like Koons, Banksy, and Warhol without breaking the bank.

Similar Jobs

TD Bank Logo TD Bank

Private Client Investment Advisor II - New York, NY

Fintech • Insurance • Financial Services
In-Office
New York, NY, USA
93823 Employees
124K-186K Annually

Masterworks Logo Masterworks

Senior Investment Advisor

Marketing Tech • Financial Services
In-Office
New York, NY, USA
233 Employees
150K-200K Annually

Wells Fargo Logo Wells Fargo

Quant Engineer

Fintech • Financial Services
Hybrid
2 Locations
205000 Employees
215K-355K Annually

Wells Fargo Logo Wells Fargo

Relationship Banker 10th and 42nd

Fintech • Financial Services
Hybrid
New York, NY, USA
205000 Employees
25K-41K Annually

Similar Companies Hiring

Rain Thumbnail
Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3 • Infrastructure as a Service (IaaS)
New York, NY
100 Employees
Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees
Golden Pet Brands Thumbnail
Digital Media • eCommerce • Information Technology • Marketing Tech • Pet • Retail • Social Media
El Segundo, California
178 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account