Investor Relations - Senior Associate at Titan

New York, New York, United States

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$80,000 – $200,000Compensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, Wealth Management, Asset ManagementIndustries

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-facing investment management responsibilities

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
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
Engage current and prospective clients in discussions focused on the nuances of Titan’s investment offerings
Participate in bespoke portfolio analysis for clients
Create and project-manage investment insights (investment reports/webinars)
Intensely collaborate cross functionally (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to drive product and revenue growth

Skills

Key technologies and capabilities for this role

Investor RelationsWealth ManagementFinancial AnalysisStakeholder ManagementEquity CompensationFinancial ReportingPitch DecksCRM

Questions & Answers

Common questions about this position

What is the salary range for the Investor Relations Senior Associate role?

The salary range is $80K - $200K.

Is this a remote position or does it require in-office work?

Titan has a vibrant in-person culture and thrives on being a high-touch team working together in the trenches in person, with founders in the office every day.

What skills are required for this Investor Relations Senior Associate position?

Key responsibilities include acting as a primary point of contact for investment-related inquiries via email, phone, and video; engaging clients on Titan’s investment offerings; participating in bespoke portfolio analysis; creating and project-managing investment insights like reports and webinars; and collaborating cross-functionally with teams like Investment Research, Growth/Marketing, Product/Design, and Biz Ops & Strategy.

What is the company culture like at Titan?

Titan has a vibrant in-person culture with a high-touch team working together in the office, including founders present every day, emphasizing ambitious vision, disproportionate impact with a small team, and urgency driven by technologies like LLMs.

What makes a strong candidate for this role?

A strong candidate will be someone who can work directly with the Director of Wealth Advisory, bridge Investment Management and Product teams, engage clients on investment nuances, handle portfolio analysis, manage investment insights projects, and collaborate intensely cross-functionally to drive product and revenue growth.

Titan

Wealth management for high-earning professionals

About Titan

Titan provides wealth management services specifically tailored for high-earning professionals who are making significant impacts in their fields. The firm offers personalized investment advice and brokerage services, ensuring that clients receive tailored financial guidance to meet their unique needs. Titan operates through SEC-registered entities, which adds a layer of trust and security to its services. What sets Titan apart from its competitors is its combination of traditional wealth management practices with innovative member benefits, creating a comprehensive platform that aims to support clients throughout their financial journey. The goal of Titan is to be the ultimate wealth management solution for this generation, allowing clients to focus on their careers and personal lives while ensuring their financial wellbeing.

New York City, New YorkHeadquarters

1981Year Founded

$168.3MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees