Investor Relations - Senior Associate

Titan • New York, NY

79d

About The Position

We are looking for an Investor Relations Senior Associate to join our Advisory team. Investor Relations is key to our mission of increasing our generation’s compound growth rate. We pride ourselves in rethinking established paradigms for the end-to-end investment management experience and pushing the status quo. Our goal is to tech-enable the relationship between client and investment manager, setting clients up for superior investment outcomes and compounding their financial knowledge.

You will work directly with our Director of Wealth Advisory to help bridge Titan’s Investment Management and Product teams, helping drive the most seamless investment experience possible for our clients. You will engage current and prospective clients in discussions focused on the nuances of Titan’s investment offerings, reimagine the wealth management industry from the ground up, participate in bespoke portfolio analysis for clients, create and project-manage investment insights (investment reports/webinars), and intensely collaborate cross functionally (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to drive product and revenue growth.

Requirements

• 4-6+ years of experience in an Investor Relations, Asset Management, Wealth Management, Investment Banking, or other client-facing investment management roles
• Exceptional written and communication skills along with an acute attention to details
• Demonstrated ability to handle assorted client questions (including asset allocation recommendations, market perspectives, portfolio positioning, etc.)
• Comfortable with high volumes of client interactions (e.g., video/phone calls, large-audience webinars)
• Strong ability to work cross functionally and think creatively to drive product growth
• Familiarity with investment management principles, asset allocation frameworks, alternative investing, and quantitative analysis
• Proficiency with basic financial modeling in Microsoft Excel
• You are fluent with data. You can use data to answer questions, identify opportunities, find insights, measure progress towards goals, and iterate quickly.
• You make things happen. You are scrappy and find ways to overcome roadblocks with workarounds or tradeoffs.

Nice To Haves

• Series 7, 63 and 65 (or Series 7 and 66) preferred, but not required. May gain licenses after start; unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date.

Responsibilities

• Act as a primary point of contact for investment-related inquiries via a variety of channels; including email, phone and video
• Grow and design systems that are meant to drive positive impact across our business: referrals, AUM growth, and insane user delight
• Design and reimagine the end to end wealth management experience: how our clients meet and grow with us will be up to you
• Educate current and prospective clients about our investment options and how Titan can play a part in their broader portfolio
• Conduct bespoke portfolio analysis for clients (e.g., investment allocations, transfer options, portfolio perspectives)
• Collaborate with other Titans (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to ensure our business is focused on what matters most
• Help us build a best-in-class team and company

Benefits

• Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.
• World-Class Investors: We’re backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees