Client Experience Team Lead - Wealth and Asset Managers

April 5

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Anchorage Digital

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Anchorage Digital is a leading platform offering institutional access to digital assets with comprehensive services including custody, staking, trading, and settlement. It is home to Anchorage Digital Bank, the only federally chartered crypto bank, providing a secured, regulated environment for institutions to participate in crypto markets. With its advanced security architecture, Anchorage Digital supports a wide range of digital assets, allowing wealth managers, institutional investors, and financial firms to manage their digital asset portfolios with confidence. Located in various regions including Singapore, Anchorage Digital continues to expand its services and support to enhance its clients’ participation in the digital asset ecosystem.

digital assets • cryptocurrency • security • custody • fintech

201 - 500 employees

Founded 2017

💸 Finance

₿ Crypto

☁️ SaaS

💰 $350M Series D on 2021-12

📋 Description

• At Anchorage Digital, we are building the world’s most advanced digital asset platform for institutions to participate in crypto. • Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry's leading security infrastructure. • Home to Anchorage Digital Bank N.A., the only federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, Porto by Anchorage Digital, and other offerings. • The company is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion. • Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. • As a Client Experience Team Lead, you are responsible for delivering unparalleled white glove service to our clients throughout the onboarding process and on-going account management activities. • In this role, you are responsible for ensuring an excellent onboarding experience and providing attentive care to our clients by responding to their inquiries in a timely and thoughtful manner and managing their transactions in a risk conscious way. • You will become intimately familiar with our wealth and asset management platforms, our investment advisor, wealth and asset manager clients and their use-cases, anticipate their needs & that of their end-clients, and serve as an advocate for them internally. • In addition to day to day client service and support, you will act as a thought partner and builder to internal teams, leveraging problem-solving skills and an understanding of client needs to contribute to the continued development and scalability of service models and platforms in support of our wealth and asset manager clients. • You will support client interactions across multiple teams and work closely with your Business, Client Operations, KYC Operations, and Product/Engineering teammates in ensuring ongoing enhancement to client workflows and development and refinement to processes/procedures. • We have created the Factors of Growth & Impact to help Villagers better measure impact and articulate coaching, feedback, and the rich and rewarding learning that happens while exploring, developing, and mastering the capabilities and contributions within and outside of the (insert role title) role:

🎯 Requirements

• General understanding of anti-money laundering concepts, and why they’re important • Knowledge of institutional client onboarding, lifecycles, and structures • Curiosity & knowledge of crypto, with strong desire to improve knowledge • Capable of operating in a fast-paced environment with autonomy • Able to face off directly with clients and internal stakeholders to reach resolution for complex problems • The ability to work collaboratively with Sales and other key stakeholders throughout the client lifecycle • Experience working with customers to address and resolve questions or challenges • 5+ years experience in client-facing, client service or relationship management role, specifically supporting independent investment advisors and/or wealth and asset managers • Proactive, open-minded, and constantly looking for ways to improve the client experience