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 and grow your book of clients: Take ownership of a portfolio of high-net-worth clients, deepening relationships and increasing Assets Under Management through proactive, value-driven guidance. Deliver exceptional client experiences: Be the trusted advisor clients turn to for financial insights, portfolio strategy, and tailored solutions that align with their goals.
What they're looking for
- 7-8+ years of experience in Wealth Advisory, 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
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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