Senior Wealth Advisor

Masterworks•New York, NY

8d•$150,000 - $200,000

About The Position

As a Senior Investment Adviser for Masterworks Advisers, you will be a trusted, high-impact contributor on our advisory team — bringing deep financial expertise and a proven track record of client relationship management, and 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 senior advisory tracks based on mutual fit identified during the interview process: New Investor Onboarding (Senior): Lead complex onboarding engagements with high-net-worth and sophisticated prospective clients. Set the standard for advisory quality, providing investment recommendations on fine art and other real or digital assets (gold, Bitcoin, etc.) . Existing Investor Growth (Senior): Own a portfolio of established investors, driving significant repeat investment activity through proactive outreach, annual portfolio reviews discussing highlights and lowlights, and strategic presentation of new offerings. Maximize investor lifetime value and wallet share. In either track, you will combine expertise in financial markets, portfolio construction, and macroeconomics with refined relationship skills to deliver an exceptional investor experience. Comprehensive training on the art market, art as an asset class, and Masterworks offerings is provided.

Requirements

5+ years of experience in investment advising, financial advising, or a similar client-facing role
Demonstrated track record of managing high-value client relationships and achieving strong revenue or growth outcomes
Ability to communicate with sophistication, authority, and professionalism with high-profile and high-net-worth investors (verbal and written)
Deep interest in alternative assets, financial markets, and macroeconomics
Excellent organizational, problem-solving, relationship-building, and time management skills
Series 65 license from FINRA (required)
Highly results-driven with a competitive, ownership-oriented mentality
Proven ability to lead and perform in a fast-paced, high-volume environment
Proficiency with CRM tools strongly preferred (e.g., HubSpot)

Nice To Haves

Passion for the "business of art" is a plus — no prior art knowledge required

Responsibilities

Serve as a senior adviser to prospective or existing investors, delivering highly consultative guidance on blue-chip art as an alternative asset and other real or digital assets (gold, Bitcoin, etc.)
Lead portfolio reviews, present new artwork investment opportunities, and drive investment decisions with confidence and credibility
Strategically re-engage high-value inactive or lapsed investors and convert them back into active platform members (existing investor track)
Cultivate and grow deep, long-term relationships with a sophisticated investor base to maximize investment activity and lifetime value
Leverage CRM tools and data dashboards to optimize pipeline management, outreach strategy, and performance metrics
Ideate, design, and test advanced strategies to identify new growth vectors and consistently exceed KPIs
Collaborate cross-functionally with Product, Marketing, and FinOps to drive specific business objectives