Private Wealth Associate at Master Works in New York, NY

Summary: Masterworks is a Registered Investment Adviser that allows individuals to invest in art-related products. The Private Wealth Associate will engage high-net-worth clients, drive sales activity, and support Senior Advisors in managing client relationships. Responsibilities: - Attend evening gallery events at 4pm, 5pm, and 6pm M–F to meet UHNW clients invited by our marketing team - Serve as a primary point of contact for initial client engagement — introducing prospects to the Masterworks platform and art investment thesis - Drive outbound activity: high-volume phone follow-up, scheduling meetings, and advancing prospects through the pipeline - Support Senior Advisors on relationship management, follow-up coordination, and meeting preparation - Maintain accurate, up-to-date records in CRM (HubSpot) for all prospect interactions and pipeline activity - Assist with gallery operations as needed to ensure a seamless client experience at events Required Qualifications: - 1–3 years of experience in financial services, sales, or a client-facing role — phone-based or high-activity environments a strong plus - Proven ability to drive outbound activity and meet volume-based goals - Strong interpersonal skills with comfort engaging sophisticated, high-net-worth individuals in person - Competitive, results-oriented mindset with eagerness to grow into a senior advisory role - Based in NYC and available to work 11am–7pm M–F at our gallery on the Upper East Side - Series 65 license from FINRA (or ability to obtain) Preferred Qualifications: - Interest in contemporary art and alternative investments - Experience with CRM tools (HubSpot or similar) Required Skills: Series 65 license, CRM tools, Financial services experience, Sales experience, Client engagement, Outbound sales activity, Results-oriented mindset Benefits: Daily catered lunches, Free admission to art museums and galleries, Health, dental, and vision coverage with FSA options, Paid Parental Leave, PTO, 401k, Commuter Benefits, Happy hours, company outings, and more!