What are the responsibilities and job description for the Investor Relations - Senior Associate position at Titan?

About Titan

Titan is an award-winning, Wall-Street-based wealth management firm. Backed by some of Silicon Valley's best (a16z, GC, Sam Altman), we manage the wealth of tens of thousands of clients, with billions in assets. As consumer finance approaches its graduation moment from the era of fast money day trading, we're vying to be its leader. Our end objective is to build the next Goldman Sachs, one of the most revered institutions in all of finance.

Why Join Titan

For the right person, we believe Titan will be one of the most rewarding jobs they ever have.

World-Class Investors : We're backed by top investors who share our bold vision, including a16z, General Catalyst, Sam Altman.
Critical Why Now : The advent of LLMs enables Titan to be the first AI-native advisor in history (if you needed a peek at our roadmap, here you go). This is driving our urgency.
Disproportionate Impact : We're still at the beginning of our journey and a small team, which is ultimately the greatest selling point to the right person. Your impact at Titan will disproportionately matter.
Vibrant in-person culture : We thrive on being a high-touch team, working together in the trenches in person (you'll see our founders in office most days of the week).
Big Vision, Big Risks : We believe in taking bold opportunities and aren't afraid of change.
Compensation : Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to feel and act like an owner.

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.

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