Titan is a modern wealth management platform that pairs clients with a dedicated human financial advisor for equity compensation planning, RSU strategy, tax optimization, investment management, and retirement planning. Backed by Accel, General Catalyst and Y Combinator.
About the role
Manage inbound and outbound client communication across email, chat, and phone with a service-first approach. This will look like: Serving as a primary point of contact for clients completing brokerage and retirement account transfers (ACATs, 401K rollovers)
What they're looking for
- 1–3+ years of experience in financial services, client operations, or customer success (experience in Transfers is a plus, but not required)
- Self-awareness: Understands how their communication, decisions, and energy affect teammates and clients, and adapts in service of better outcomes
- A genuine service mindset
- Strong written and verbal communication skills with exceptional attention to detail
- Calm, empathetic presence when handling complex or sensitive client situations
- Ability to manage high volumes while maintaining quality and consistency
More about this role
Despite decades of innovation in money, the most important consumer money domain remains largely untouched: wealth management. Legacy Wall Street institutions still dominate private wealth, gatekeeping their services behind extremely high minimums, janky user experiences, and layers of fees. They are, in our opinion, the "final boss" of consumer fintech.
Our belief: every American deserves an elite wealth team navigating their capital, delivered at the cost and speed only humans working in harmony with AI can unlock.
At heart, we're a small pack of hard-working rebels operating at the intersection of engineering craft and high-stakes financial precision. Every person here is a calibrated bet on what we're building next. Our mission is to rebuild what a wealth management firm means, from the ground up, brick by brick, leveraging technology across the entire stack, so that AI lets one wealth advisor deliver what used to take a team, serving clients a Wall Street team never could have reached.
We're backed by a16z and Sam Altman, and currently power over $1 billion in assets under management.
For the right person, this will be one of the most rewarding roles they ever...
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