Senior Financial Advisor (Art Gallery)

Masterworks

$150K — $200K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in financial advising or similar roles
  • Track record of building and managing relationships with UHNW clients
  • Strong understanding of portfolio construction and alternative assets
  • Exceptional interpersonal skills to establish trust with sophisticated investors
  • Results-driven with demonstrated ability to close business
  • Comfort in high-touch environments
  • Based in NYC and able to work 11am - 7pm M-F at the gallery
  • Series 65 license (or ability to obtain)

Responsibilities

  • Attend evening gallery events to meet UHNW clients
  • Advise clients on investing in art based on opportunities
  • Follow up with clients after gallery visits through various means

Benefits

  • Daily catered lunches
  • Free admission to art museums and galleries
  • Health, dental, and vision coverage with FSA options
  • Paid parental leave
  • PTO and 401k
  • Commuter benefits
  • Company outings and happy hours
Full Job Description
Role Overview

As a Senior Financial Advisor for Masterworks Advisers, you will be responsible for building trusted relationships with UHNW prospective clients who visit our art gallery in-person. You will meet around ~50 prospects per day in-person, at evening art events with multi-million dollar paintings by artists like Banksy and Basquiat, and educate them on the benefits of investing in art.
Key Responsibilities
  • Attend evening gallery events at 4pm, 5pm, and 6pm M-F to meet UHNW clients that our marketing team has invited to the gallery
  • Advise UHNW clients on how to begin investing in art based on active investment opportunities on the Masterworks platform
  • After meeting clients at the gallery, follow-up with them via phone or in-person breakfasts or lunches, or at events

Required
  • 5+ 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 in-person 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 and willing to work 11am - 7pm M-F at our gallery on the Upper East Side
  • Series 65 license from FINRA (or ability to obtain)

Preferred
  • 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)

Compensation Range: $150,000 - $200,000

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 • Commuter Benefits • Happy hours, company outings, and more

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