Director, Client Advisory

🔥 6 hours ago

🇺🇸 United States – Remote

💵 $110k - $300k / year

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

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Arta Finance

WebsiteLinkedInAll Job Openings

51 - 200 employees

💰 $90M Series A on 2022-11

Unlocking the "financial superpowers" of the ultra-rich through technology. Arta Finance is the digital family office for the world. It empowers more people to gain the financial superpowers that, until now, were only accessible by ultra-high-net-worth individuals. Traditional family offices typically hire teams of professionals to access sophisticated financial strategies, exclusive investment opportunities, or connections to finance and lifestyle professionals. Through technology, Arta aims to bring these advantages to millions more people globally. Founded by a team of former Google executives and researchers, Arta is a US SEC-registered investment advisor backed by Sequoia Capital India, Ribbit Capital, Coatue and more than 140 luminaries in tech and finance. To learn more visit artafinance.com.

📋 Description

• Develop tailored financial plans and multi-asset portfolio construction strategies aligned with client objectives • Systematize model portfolios and financial planning workflows in cooperation with engineering and product teams • Manage clients’ portfolios • Educate clients on investment options, asset allocation, portfolio risks, performance, and market outlooks • Stay current with capital markets trends and ensure compliance with relevant regulatory requirements • Collaborate with internal stakeholders to enhance client experience

🎯 Requirements

• Minimum 10 years of experience delivering comprehensive financial plans • Hold necessary securities qualifications for Investment Adviser Representative registration • Analytical mindset with the ability to take market, economic, and financial data and translate it into actionable recommendations • Strong ethical judgment, professionalism, and commitment to acting in a fiduciary capacity • Ability to create strong relationships and trust through an online remote environment

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Remote work options