Job Description
The Company
Swan is the USA’s #1 Bitcoin wealth platform for families and businesses. We hire passionate Bitcoiners who want to work with a self-motivated and fully distributed startup team.
The Role
Swan is looking to hire a Swan Private Director to work closely with HNW clients throughout their Bitcoin journey. This relationship manager comes with experience in wealth management and a well developed understanding of Bitcoin. You will provide around the clock availability to Swan’s most successful clients providing them guidance on all things Bitcoin, with the white glove service expected by HNWI, businesses, and family offices. The ideal candidate is extremely knowledgeable about finance and Bitcoin, and has client service skills honed from years of experience. The ideal candidate must generate their own inbound via media, personal branding, or other scaled relationship approaches.
Your responsibilities
- Generate net new leads and opportunities via media, an existing book of business, personal brand and/or digital sales
- Actively engage clients and prospects to build relationships, identify needs, and review investment goals related to Bitcoin
- Establish and cultivate relationships with new and existing clients by providing high-quality and bespoke support throughout their Bitcoin journey
- Serves as a client dedicated contact for a wide spectrum of topics related to Swan services and Bitcoin
- Onboard new Swan clients with high satisfaction rates
- Ensure our best clients receive only the highest quality of service across all actions
- Execute orders and other concierge services in an on-call basis, upon request
- Provide Private clients with personal access to you via SMS seven days a week
- Provide expert-level guidance on both Swan products and Bitcoin strategies in line with client goals
- Work collaboratively with Account Executives and Managing Directors to benefit the overall sales environment
- Flexibility to travel as needed, typically short trips in the US
- Build and maintain a personal brand in the Bitcoin landscape
Skills and experience that will help you succeed
- The ideal candidate is a Bitcoin expert with deep knowledge of financial markets, macroeconomics, investment management, and Bitcoin fundamentals
- Comfortable doing media appearances, building a personal brand, and creating digital content on bitcoin and related topics
- Great listening skills and empathetic reasoning
- Ability to put the client first in all things; Fast and attentive response to client requests
- Ability to be flexible via client communication preferences (SMS, Phone, Email)
- Deep knowledge and interest in Bitcoin
- Basic tax, trust and inheritance knowledge
- Traditional financial industry experience
- Ability to thrive in a remote environment
- 5-8 minimum years of experience
- Must be US-based (major metro area ideal) and eligible to work in the US
- Compensation for this role will be based on location and experience, and may include base salary, commissions, equity, and benefits
Here’s a bit about our culture
- We’re a growing team: Fully distributed across the world, Slack and Huddles are huge here.
- We’re very flat: Leadership is desired and encouraged; we hire people who care about and use the product they are working on.
- We’re Bitcoiners: We find solutions that encourage Bitcoin principles. We are often involved in the Bitcoin community through writing, podcasts, conferences, open source projects, and time spent on Twitter to help educate the masses. We love Bitcoin, and it comes through in our daily chats, meetings, and actions.
