Job details

Investor Relations - Senior Associate

About Titan

Titan is an award-winning, members-only wealth management firm reimagining how ambitious, high-earning professionals manage and experience their wealth. Headquartered in New York City and backed by some leading Silicon Valley firms – including a16z and General Catalyst. We're building the Wall Street firm of the future.

Vision

At Titan, we understand that money isn't just currency; it's the lifeblood of ambition and the fuel of innovation. We exist for those who push boundaries, redefine success, and drive society forward. While our members are center stage, reshaping industries and creating the future, we're their wealth team behind the scenes, obsessing over their financial wellbeing – so they don't have to.

The end goal? Exceptional Wealth Management

We've created a comprehensive wealth system that combines:

Highly Engineered Investment Products
Financial Expertise
Exclusive Member Access

By combining comprehensive wealth management with unique member benefits, our members have described us as the Amex of Wealth Management.

With a commitment to providing access to wealth management expertise and a lifestyle concierge service, our goal is to build the last wealth platform this generation will ever need.

We're highly selective with who we choose to bring onto the team. If the above resonates with you, we'd love to meet.

Role Overview
We are looking for an Investor Relations Senior Associate. 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 Investor Relations Lead 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.

What You’ll Do:

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

Qualifications

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.
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.

TITAN Glassdoor Company Review

4.4

TITAN DE&I Review

4.3

CEO of TITAN

Unknown name

Approve of CEO

Average salary estimate

$125000 / YEARLY (est.)

min

max

$100000K

$150000K

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What You Should Know About Investor Relations - Senior Associate, TITAN

At Titan, an award-winning wealth management firm based in New York, we are on the lookout for an energetic and highly skilled Investor Relations - Senior Associate to join our dedicated team. Here at Titan, we strive to redefine how ambitious professionals manage their wealth, building a platform that not only caters to investment needs but is also a lifestyle choice for our members. As part of the Investor Relations team, you will play a vital role in connecting our clients with our investment management and product teams, ensuring they receive the best possible investment experiences. Your primary tasks include answering a variety of investment-related inquiries, conducting bespoke portfolio analyses, and collaborating across functions to enhance our service delivery. We believe that exceptional wealth management should be seamless and educational, and you will be a key player in driving that philosophy. With a commitment to tech-enablement and client-focused solutions, you will contribute to positive business impacts such as referral growth and client satisfaction. If you have at least 4-6 years in a client-facing investment role and a passion for making wealth management engaging and accessible, we would love to hear from you. From designing an excellent end-to-end wealth management experience to delivering insightful investment reports, this position invites you to fully immerse yourself in the reimagining of our industry's future. Join us and be a part of a team that is building the Wall Street firm of tomorrow, where innovation meets acute financial expertise.

Frequently Asked Questions (FAQs) for Investor Relations - Senior Associate Role at TITAN

What are the key responsibilities of an Investor Relations - Senior Associate at Titan?

As an Investor Relations - Senior Associate at Titan, your main responsibilities will include acting as the primary contact for investment-related inquiries, conducting bespoke portfolio analyses, educating clients about investment options, and collaborating with cross-functional teams to enhance our wealth management offerings. You'll play a crucial role in shaping the client experience and driving product growth.