Private Wealth Advisor

Posted 16 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
118K-170K Annually
Junior
Marketing Tech • Financial Services
The Role
Work as part of the gallery sales team to engage UHNW prospects at evening gallery events, drive high-volume outbound follow-up, schedule meetings, support senior advisors, maintain CRM records, and help ensure a seamless client experience while contributing to location-level AUM targets.
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.

Role Overview

As a  Private Wealth Associate for Masterworks Advisers, you will be an essential part of our gallery sales team — focused on driving activity, building pipeline, and supporting the client experience from first introduction through early relationship stages. You will be present at our evening gallery events, engaging UHNW prospective clients in-person, and owning a high volume of outbound follow-up to move prospects forward. This role operates within a team structure: you will work alongside Senior Advisors toward shared gallery AUM targets, contributing directly to location-level production goals.

Key Responsibilities

• Attend evening gallery events at 4pm, 5pm, and 6pm M–F to meet UHNW clients invited by our marketing team

• Serve as a primary point of contact for initial client engagement — introducing prospects to the Masterworks platform and art investment thesis

• Drive outbound activity: high-volume phone follow-up, scheduling meetings, and advancing prospects through the pipeline

• Support Senior Advisors on relationship management, follow-up coordination, and meeting preparation

• Maintain accurate, up-to-date records in CRM (HubSpot) for all prospect interactions and pipeline activity

• Assist with gallery operations as needed to ensure a seamless client experience at events

Requirements:

• 1–3 years of experience in financial services, sales, or a client-facing role — phone-based or high-activity environments a strong plus

• Proven ability to drive outbound activity and meet volume-based goals

• Strong interpersonal skills with comfort engaging sophisticated, high-net-worth individuals in person

• Competitive, results-oriented mindset with eagerness to grow into a senior advisory role

• Based in NYC and available to work 11am–7pm M–F at our gallery on the Upper East Side

• Series 65 license from FINRA (or ability to obtain)

Preferred

• Interest in contemporary art and alternative investments

• Experience with CRM tools (HubSpot or similar)

Compensation

$118-170k On Target Earnings

Benefits

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

#LI-DNI

Skills Required

  • 1-3 years of experience in financial services, sales, or client-facing roles
  • Proven ability to drive high-volume outbound activity and meet volume-based goals
  • Strong interpersonal skills and comfort engaging high-net-worth individuals in person
  • Based in NYC and available to work 11am-7pm M-F at the Upper East Side gallery
  • Series 65 license from FINRA or ability to obtain
  • Interest in contemporary art and alternative investments
  • Experience with CRM tools (HubSpot or similar)
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The Company
HQ: Poulsbo, WA
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.

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