Account Executive

This is a fully remote position, open to applicants in California.

📋 Description

• Generate new leads and opportunities through media, an existing client base, personal branding, and/or digital sales.

• Proactively engage with clients and prospects to foster relationships, identify needs, and assess investment objectives related to Bitcoin.

• Build and maintain relationships with both new and existing clients by delivering exceptional and tailored support throughout their Bitcoin experience.

• Serve as a dedicated client contact for a diverse range of topics concerning Swan services and Bitcoin.

• Ensure a high level of client satisfaction during the onboarding process for new Swan clients.

• Guarantee that our top clients receive the highest quality service in all interactions.

• Execute orders and provide other concierge services on an on-call basis, as requested.

• Offer Private clients personal access via SMS seven days a week.

• Deliver expert guidance on both Swan products and Bitcoin strategies aligned with client objectives.

• Collaborate with Directors and Managing Directors to enhance the overall sales environment.

• Willingness to travel as necessary.

⛳️ Requirements

• Minimum of 4-5 years of relevant experience.

• In-depth understanding of financial markets, macroeconomics, investment management, and Bitcoin fundamentals.

• Comfortable with media appearances and building a personal brand.

• Excellent listening skills and empathetic reasoning.

• Strong client-first mentality; quick and attentive responses to client inquiries.

• Adaptable to various client communication preferences (SMS, Phone, Email).

• Basic knowledge of tax, trust, and inheritance matters.

• Experience in the traditional financial industry.

• Must be based in the US (preferably in a major metropolitan area) and eligible to work in the US.

🏝️ Benefits

• Flexible work arrangements.

• Opportunities for professional development.