# Wealth Advisor, SVP at Titan

- Company: Titan
- What the company does: 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.
- Company website: https://www.titan.com/
- Type: Startups
- Level: Mid level
- Location: New York
- Work setup: On-site
- Pay: $220K to $270K base salary per year (USD)
- Posted: 2026-03-06
- Apply by: 2026-10-08
- Apply: https://jobs.ashbyhq.com/titan/341aa97b-5c1e-44a5-abe5-9a6229f1b317
- Page: https://www.1752.vc/careers/jobs/titan-wealth-advisor-svp/

## 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

Tags: Wealth Management