Senior Investment Advisor & Team Lead

Masterworks•New York, NY

32d•Onsite

About The Position

As a Senior Advisor / Team Lead for Masterworks Advisers, you will be responsible for building trusted relationships with UHNW prospective investors and converting them into long-term clients. This is a revenue-generating role - you will establish credibility pre-investment through high-touch relationship development (art gallery visits, private events, curated dinners, etc.), educate prospects on alternative asset allocation, and ultimately guide them toward investment decisions in blue-chip artwork. This is a player/coach role – you will mentor and lead a team of advisors, setting the standard for relationship excellence and consultative investment advice.

Requirements

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)

Nice To Haves

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)

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