---
title: 'Wealth Advisor, VP at Titan'
canonical: 'https://feeny.ai/job/wealth-advisor-vp-titan-new-york-zc5068yjpvtk'
type: 'job'
last_seen: '2026-09-09'
---

# Wealth Advisor, VP at Titan

- **Company:** Titan
- **Location:** New York, NY
- **Employment:** full-time
- **Posted:** 2026-03-06
- **Last confirmed live:** 2026-09-09
- **Apply:** https://jobs.ashbyhq.com/titan/51d3811b-1ece-432c-bbea-8e567c376125

## Job description

## About Titan

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.

## Why Join Titan

For the right person, this will be one of the most rewarding roles they ever have.

- Legacy-defining vision. Private wealth in every pocket isn't an incremental product. It’s not B2B automation. It’s a “before & after” moment in money.
- The time is now. LLMs just unlocked what was impossible five years ago: truly personalized wealth management for everyone.
- Outsized decision making. We're a small team by design. Every hire is precise, every role carries real weight, and your decisions disproportionately shape what we become.
- Built in person, in the trenches. We're a high-touch, high-tempo group that works side by side. You’ll see our founders working in the trenches with the team everyday.
- Ownership in every sense. Competitive cash and well-above-market equity. We believe in identifying only exceptional talent and compensating them generously.
- World-class backing. Investors who share the bold vision: a16z, General Catalyst, Accel, Y Combinator, Sam Altman, Paul Graham, and more.

## Role Overview

We are looking for a Wealth Advisor to join our Advisory team. Advisory 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 Director of Wealth Advisory 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:

- 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.
- Identify growth opportunities within existing relationships: Expand wallet share, cross-sell relevant services, and help clients maximize their investment outcomes.
- Lead high-impact client conversations: Conduct meetings and presentations that showcase our advisory approach and reinforce client trust.
- Collaborate with internal teams: Partner with operations, investment strategy, and product specialists to ensure seamless delivery of advice and support.
- Maintain disciplined account oversight: Track client activity, monitor portfolio performance, and ensure reporting and compliance obligations are met.

## Qualifications

- 5-7+ 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
- 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) required

## About Titan

## Company Overview
- **One-liner**: Titan is a wealth management firm for high-performing tech professionals, combining AI-powered technology with dedicated advisory teams.
- **Entity Type**: Private (Registered Investment Advisor)
- **Headquarters**: Greenwich Village, New York City, USA
- **Founded**: 2017
- **Founders**: Clay Gardner (Co-CEO, Co-Founder) and Dave Schatz (Co-CEO, Co-Founder)

## Core Business
- **Primary industry**: Wealth management / Investment advisory
- **Target customers**: B2C – emerging high‑net‑worth employees (pre‑ and post‑IPO) from leading technology companies across the United States.
- **Mission**: To reshape the relationship people have with money by delivering Wall‑Street‑caliber value with the lowest possible minimum, integrating cutting‑edge technology with human stewardship.

## Products & Services
- **Titan Flagship** – Proprietary actively managed investment portfolio.
- **Titan Direct Indexing** – Tax‑efficient, personalized direct indexing solution.
- **Titan Diversify** – Multi‑asset class portfolio designed for diversification.
- **Wealth Advisory Services** – Dedicated Wealth Teams including a licensed Wealth Advisor, Certified Financial Planners, and specialists for equity compensation, tax planning, cash flow, and liquidity events.

## Market Standing
- **Valuation / Market Cap**: Not publicly disclosed (private company)
- **Key Metric**: $1.2 billion in Assets Under Management (as of March 31, 2026)
- **Clients**: 10,000+
- **Notable Investors / Partners**: Not disclosed; Titan is a registered investment advisor (RIA) and fiduciary.
- **Growth Signals**: Rapid AUM growth from $302 million (earlier date) to $1.2 billion; expanding client base among tech professionals; active hiring across engineering, product, investment management, and people teams.

## Competitive Advantages
- **Fiduciary standard** – Legally bound to act in clients’ best interests.
- **Industry‑low fees** – Annual advisory fee of 0.40% (no hidden commissions).
- **Tech‑first approach** – AI‑powered platform combined with dedicated human advisors.
- **Specialized expertise** – Deep focus on tech employees’ unique financial needs (equity, liquidity, career events).
- **Access to proprietary investment products** (Flagship, Direct Indexing, Diversify) not available elsewhere.

## Strategic Focus
- Continue scaling AUM by deepening relationships with tech professionals.
- Integrate more AI and automation while maintaining high‑touch advisory service.
- Expand the Wealth Team and product offerings to serve clients through major life events (IPOs, liquidity events, career changes).
- Maintain a culture of trust, transparency, and high velocity.

## Why Work Here
- **Culture**: In‑office, vibrant, high‑velocity team based in Greenwich Village, NYC. “We believe great things happen when we’re all together each day.”
- **Standards**: Uncompromisingly high bar for hiring; hires from top Silicon Valley companies (Facebook, Google) and Wall Street institutions (Goldman Sachs, J.P. Morgan).
- **Autonomy**: “Wide latitude to make decisions” – a client‑first, high‑courage environment.
- **Open roles**: Engineering (Backend/Infrastructure, Full Stack), Product Management, Investment Analysts, Wealth Advisors, Design, Marketing, People/Recruiting.
- **Perks**: Not explicitly listed, but the emphasis on high performance, trust, and category‑defining ambition appeals to top talent.

## Sources
1. [titan.com/careers](https://www.titan.com/careers)
2. [titan.com](https://www.titan.com/)
3. [titan.com/about](https://www.titan.com/about)
4. [jobs.ashbyhq.com/titan](https://jobs.ashbyhq.com/titan/77c2dfd9-a46e-4dbd-bc92-e87738c2bf91)
5. [titan.com/blog/titan-manifesto](https://www.titan.com/blog/titan-manifesto)

## Other roles at Titan

- [Product Manager](https://feeny.ai/job/product-manager-titan-new-york-k7rbsf91zt3c) — New York, NY
- [Client Services Associate](https://feeny.ai/job/client-services-associate-titan-new-york-npvd9grvnjwc) — New York, NY
- [Wealth Advisor, SVP](https://feeny.ai/job/wealth-advisor-svp-titan-new-york-1d1c99gtfwh6) — New York, NY
- [Principal Full Stack Engineer – Web & Mobile](https://feeny.ai/job/principal-full-stack-engineer-web-mobile-titan-new-york-4098kvy2rf7s) — New York, NY
- [Principal Backend / Infrastructure Engineer – TypeScript](https://feeny.ai/job/principal-backend-infrastructure-engineer-typescript-titan-new-york-kapmsyp7b8sg) — New York, NY
- [Senior Full Stack Engineer – Web & Mobile](https://feeny.ai/job/senior-full-stack-engineer-web-mobile-titan-new-york-t9hf9a7cr6bd) — New York, NY
- [Senior Backend / Infrastructure Engineer – TypeScript](https://feeny.ai/job/senior-backend-infrastructure-engineer-typescript-titan-new-york-zr2gbjhhzt9s) — New York, NY
- [Founding Account Executive](https://feeny.ai/job/founding-account-executive-titan-new-york-gx8vbfvgr40b) — New York, NY
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