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Masterworks

Investment Advisor

Reposted 21 Hours Ago
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In-Office
New York, NY
Senior level
In-Office
New York, NY
Senior level
As an Investment Advisor, you will educate and advise prospective investors on alternative investments in Blue-Chip Art, handling 10-20 calls daily while utilizing CRM tools to optimize engagement and onboarding experiences.
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About Masterworks

Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. We have built a portfolio of over $1.2 billion in world-class artworks, introducing over 1 million individuals to the $2.2 trillion art market.

Masterworks has been covered by major media publications such as The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the US by LinkedIn.

In 2021, Masterworks achieved unicorn status raising $110M in its Series A fundraising round at a valuation exceeding $1 billion.

Our 80+ employees are based out of our offices at 1 World Trade Center in the Financial District of New York City. With an entirely in-office team, there are endless opportunities for collaboration, innovation, and learning.

Why Masterworks?

  • Do you thrive on disruption?
  • Do you want to live at the cutting edge of finance, technology, and art? 
  • Are you passionate about democratizing alternative investments? 
  • Do you enjoy meaningful work that has a noticeable impact on business performance?

If you answered “Yes” to any of the above, we’d love to hear from you!

Position Overview:

As an Investment Advisor for Masterworks Advisers (a subsidiary of Masterworks), you will be directly responsible for driving investment growth within our existing investor base. This is a revenue-generating role with a strong investor relations component—you will leverage deep relationships and portfolio expertise to generate repeat investment activity and maximize investor lifetime value.

On a daily basis, you will engage with existing investors through pre-scheduled calls and strategic outreach, conducting portfolio reviews, presenting new artwork offerings or other products, and closing additional investments. Your goal is to drive revenue by identifying expansion opportunities, re-engaging inactive investors, and converting portfolio consultations into concrete investment decisions.

Our advisory team utilizes their extensive knowledge of financial markets, portfolio construction, and macroeconomics to advise our established member base on expanding their investments in blue-chip artwork. We provide extensive training on the art market, art as in investment, and Masterworks offerings.

The ideal candidate will have a genuine desire to change the way people invest and collaborate with a leading startup driving this change.

Responsibilities Overview:

  • Drive investment activity by conducting portfolio reviews with existing investors and presenting new artwork investment opportunities
  • Cultivate and maintain strong relationships with established investors  to support ongoing investment activity
  • Strategically re-engage inactive or lapsed investors and convert them back into active members of the platform
  • Utilize CRM tools and dashboards to improve overall effectiveness and efficiency
  • Provide an excellent advising and investment experience with a wide range of investors
  • Ideate, design, and test new strategies to help uncover new growth vectors and increase KPIs
  • Work cross-functionally with other departments (product, marketing, FinOps) to accomplish specific business objectives

Team Overview:

  • Masterworks Advisers is a team of ~15 advisers and growing
  • Investment advisors come from a diverse set of professional backgrounds with wide-ranging levels of experience

Requirements and Preferred Skill Sets:

  • 5+ years of experience working in financial markets, financial advising, or similar. 
  • Ability to confidently and professionally communicate with high-profile investors (verbal and written)
  • Strong interest in alternative assets, financial markets, and macroeconomics
  • Excellent organizational, problem-solving, relationship-building, and time management skills
  • Experience using CRM tools is a plus
  • Results-driven, competitive mentality
  • Proven ability to strive in a fast paced, multi-task environment
  • Passion for the “business of art” is a plus, but no prior knowledge is required
  • Series 65 license from FINRA

Benefits at Masterworks:

  • Daily catered lunches
  • Free admission to art museums and galleries
  • Health, dental, and vision coverage with FSA options
  • Paid Parental Leave
  • PTO and 401k
  • Discounted Equinox membership
  • Happy hours, company outings, social clubs, and more!

Top Skills

Crm Tools
Hubspot
Slack
HQ

Masterworks New York, New York, USA Office

225 Liberty St., 29th floor, New York, NY, United States, 10281

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