Account Executive

March 13

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Castle Funds

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Castle Funds is a platform dedicated to simplifying the process of buying and managing Bitcoin investments. It offers a personal private retirement vault for handling Bitcoin IRAs and provides various services such as recurring buys, self-custody solutions, and expert financial advice for both individual and business investors. Castle Funds aims to empower clients with comprehensive educational resources to navigate the Bitcoin landscape effectively, emphasizing the benefits of Bitcoin as a secure and superior financial asset.

2 - 10 employees

Founded 2017

💳 Fintech

👥 B2C

🛍️ eCommerce

📋 Description

• Swan is looking to hire a Swan Private Account Executive to work closely with HNW clients throughout their Bitcoin journey. • The ideal candidate must generate their own inbound via media, personal branding, or other scaled relationship approaches. • Build and maintain a personal brand in the Bitcoin landscape. • Provide expert-level guidance on both Swan products and Bitcoin strategies in line with client goals. • Onboard new Swan clients with high satisfaction rates. • Ensure our best clients receive only the highest quality of service across all actions. • Flexibility to travel as needed, typically short trips in the US. • Execute orders and other concierge services in an on-call basis, upon request. • Establish and cultivate relationships with new and existing clients by providing high-quality and bespoke support throughout their Bitcoin journey. • Actively engage clients and prospects to build relationships, identify needs, and review investment goals related to Bitcoin. • Generate net new leads and opportunities via media, an existing book of business, personal brand and/or digital sales.

🎯 Requirements

• 4-5 minimum years of experience • Must be US-based (major metro area ideal) and eligible to work in the US • Ability to thrive in a remote environment • Traditional financial industry experience • Basic tax, trust and inheritance knowledge • Deep knowledge and interest in Bitcoin • Ability to be flexible via client communication preferences (SMS, Phone, Email) • Ability to put the client first in all things; Fast and attentive response to client requests • Great listening skills and empathetic reasoning • Comfortable doing media appearances, building a personal brand, and creating digital content on bitcoin and related topics • The ideal candidate is a Bitcoin expert with deep knowledge of financial markets, macroeconomics, investment management, and Bitcoin fundamentals

🏖️ Benefits

• Compensation for this role will be based on location and experience, and may include base salary, commissions, equity, and benefits