Investor Relations Associate
Titan is the rebel challenger in a very old industry. The present era is run by ancient players: Fidelity, Schwab, & Goldman Sachs. The problem is that none of them were built on modern rails and have horrible user experiences. There have been new things built (think: “investing apps”). They are either 1) gimmicky casinos or 2) sleepy commodities. We won’t say names. Why hasn’t anyone built a modern Goldman Sachs for everyone? That’s our mission.
Titan is a next-generation investment firm. We aspire to lead our generations’ wealth.
We are fighters at heart. We fight to build products that are truly democratized. For example, we launched the first institutional grade cash management product open to everyday investors via Titan Smart Cash. We launched the first ever Venture fund for everyday investors in partnership with Cathie Wood’s ARK. We’ve been able to raise significant capital from some of Silicon Valley’s best, like a16z and General Catalyst.
Now let’s talk about you. We’re highly selective with who we choose to bring onto the team, but if you resonate with the above, we’d love to meet you.
We are looking for an 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 the end-to-end investment management experience and our goal is to tech-enable the relationship between client and investment manager.
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, 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 investment insights (investment reports/webinars), and intensely collaborate cross functionally (Investment Research, Product/Design Growth/Marketing, Biz Ops & Strategy) to drive product growth.
- Act as primary point of contact for 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)
- Project-manage investment insights and various content initiatives (investment reports/webinars/strategy deep dives).
- 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.
- Have fun.
Qualifications:
- 3+ years of experience in an Investor Relations, Asset Management, Wealth Management, Investment Banking, Management Consulting, 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
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
- Unlimited PTO and Sick Days
- 401(k) plan with employer match
- MacBook / PC laptop provided
- Internet stipend
- Health & Wellness stipend
- Free Lunch 3 days a week @ our headquarters
- Work-from-home stipend to optimize your set-up
Compensation:
Anticipated annual salary range: $100,000 - $140,000 plus company stock options + benefits (see above).
At Titan, we are committed to offering competitive compensation packages for our valued team members, matching our commitment to attract and retain a top talent pool that is aligned with our culture, mission, and values. This salary range represents Titan’s reasonable estimated possible compensation for this role at the time of this posting.
The final salary for this position will be determined in sole discretion of Titan, depending on applicable laws, and based on a variety of factors, such as employee’s work experience, skills, qualifications for the role, and location, and may differ from the amounts listed above.
Titan lets you build a portfolio of managed stocks, crypto, real estate, private credit & more. All in one simple platform.
- Founded
- Founded 2003
- Employees
- 51-200 employees
- Industry
- Diversified Financial Services
- Total raised
- $73M raised