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Grayscale
Senior Portfolio Consultant
atĀ Grayscale
9 months ago | 682 views | 1 applications

Senior Portfolio Consultant

Full-time
United States
Per year
$90,000 To $100,000

About the company

Grayscale provides unparalleled market insight and investment exposure to the developing digital currency asset class.

Job Summary

Responsibilities:

šŸ“Become a specialist in Grayscaleā€™s investment products: develop in-depth knowledge of the firmā€™s products and investment capabilities, and stay current on the digital currency ecosystem. šŸ“Partner with sales and distribution experts to implement / execute sales initiatives that support client engagement, client analytics, and optimization of investor experience. šŸ“Field inbound emails and calls from prospective and existing investors to answer questions about Grayscale products, including private placements, public quotations and ETFs. šŸ“Develop and manage client feedback loops to optimize sales performance and Investor Relations. šŸ“Assist with general email outreach and communication to investors about Grayscale products and content, and track related KPIs. šŸ“Build, maintain, and enhance platforms, databases, and reports on current and prospective investor activity. šŸ“Attend conferences, and occasionally travel, to discuss Grayscaleā€™s investment products with prospective and existing investors. šŸ“Build and deliver presentations and other material to clients highlighting Grayscale value proposition. šŸ“Support Grayscale investor education initiatives on digital currency.

Prior Experience/Requirements:

šŸ“Bachelor's degree with strong academic achievement šŸ“4-8 years of experience in selling financial products, as well as strong skills and experience in the development of investor messaging and product value propositions šŸ“Strong customer service mentality šŸ“Strong market knowledge of the global asset management industry, client segments, and investment product, regulatory, and industry trends šŸ“Strong interest in digital currencies and assets, blockchain technology, and related concepts šŸ“Ability to communicate clearly with any investor, to be an excellent educator, and to provide best-in-class investor experience šŸ“Ability to work effectively on a team ā€“ someone who is collaborative, flexible and adaptable, reliable and humble with a strong ā€˜can do attitudeā€™ šŸ“Preferred, prior experience with Salesforce or another CRM to track and monitor sales efforts šŸ“Passion for educating customers on new financial products through sales channels šŸ“Series 7 & 66 Licenses

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