Titan is a world-class investment firm inside a mobile app, managing over $750M+ in assets for 50,000+ clients. Our mission is to build the first premium investment manager for everyone. If Robinhood is the mass market solution, consider us the Apple of our category.
 
We recently raised a $58M Series B round led by venture capital firm Andreessen Horowitz, bringing our total funding to $75M. Loved by our clients, Titan won the Best Investment Advisor award from U.S. News in 2020 and the Best Advisor award at the 2020 Benzinga Global Fintech Awards, has ranked #1 out of 60+ advisors 5x in a row, and was featured by Apple in 2020. Our investors (some of Silicon Valley's best) have told us we're one of the fastest growing consumer fintech businesses in this category ever.
 
To us, our team is everything. Together, we can make magic happen. If you're excited by our mission, we'd love to meet you.
 
Role Overview

We are looking for an Senior Investor Relations Associate. Investor Relations is key to our mission of increasing our generation's compound growth rate. We pride ourselves in rethinking established paradigms for investor relations and client experience. 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 Research (investment management) and Client Experience (product and technical support) teams, helping drive the most seamless investment experience possible for our clients. As the second member of our growing Investor Relations team, you will engage current and prospective clients in discussions focused on the nuances of Titan’s portfolios, assist with new client onboarding (video/phone calls) and Rollover Concierge (IRA/401K rollovers), participate in bespoke portfolio analysis for clients, create and project-manage investor conference calls/webinars, and collaborate with other Titans (Client Experience, Research, Growth/Marketing, Product/Design).

 
What You'll Do
  • Act as primary point of contact for all investment-related inquiries via a variety of channels; including email, phone and video
  • Educate current and prospective clients about our investment options and how Titan can play a part in their broader portfolio
  • Assist in day-to-day operations of client onboarding (video/phone calls) and Rollover Concierge (IRA/401K rollovers)
  • Analyze metrics and drive operational excellence to achieve high satisfaction score and work on improving the overall experience in partnership with other teams
  • Plan and participate in investor conference calls and webinars in collaboration with the Research team
  • Conduct bespoke portfolio analysis for clients (e.g., investment allocations, transfer options, portfolio perspectives)
  • Collaborate with other Titans (Client Experience, Research, Growth/Marketing, Product/Design) to ensure our team is focused on what matters most to our clients
  • Escalate client issues and help develop best practices for efficient customer engagement
Qualifications 
  • 4+ years of experience in an Investor Relations or other client-facing investment management role 
  • Demonstrated skill and ability to handle assorted client questions and issues related to investing (including asset allocation recommendations, market perspectives, portfolio positioning, etc.)
  • Comfortable with high volumes of client interactions (e.g., video/phone calls, large-audience webinars)
  • Ability and desire to ideate and execute retail investor friendly go-to-market strategies for new investment strategies and vehicles
  • Exceptional written and communication skills along with an acute attention to details
  • Familiarity with investment management principles, asset allocation frameworks, and quantitative analysis
  • Familiarity with Intercom, Zendesk or other customer support platforms

Benefits/Perks

  • Work with a passionate, diverse, smart team on a product that helps tens of thousands of people
  • Backed by top-tier VCs (Andreessen Horowitz, General Catalyst, Sound Ventures, Scribble VC, Y Combinator, BoxGroup, and others)
  • Competitive compensation package (including equity component)
  • Medical and dental insurance
  • 401(k) plan with employer match
  • Currently remote-hybrid environment; NYC presence preferred but not mandatory
  • Work-from-home stipend to optimize your set-up

Apply for this Job

* Required