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Senior Client Strategist, Coinbase Asset Management (Capital Formation)

Coinbase

Sales Jobs

Senior Client Strategist, Coinbase Asset Management (Capital Formation)

full-timePosted: Mar 3, 2025

Job Description

Responsibilities

  • 50-70%: Supporting outbound selling of CBAM funds and strategies in North America, Europe, Asia as led by the firm’s President.
  • 20-40%: Driving outbound selling of CBAM funds and strategies to institutional allocators across US Wealth, RIA, Family Office.
  • Research, propose, and execute Go-To_Market (GTM).
  • Develop deep relationships with and understanding of Institutional Allocators (Pensions, Sovereign Wealth Fund, Endowments, Foundations, Wealth platforms, HNW and UHNW).
  • Drive maintenance and growth of the CBAM client base.
  • 10%-20%: Assisting in creation and maintenance of marketing collateral, in concert with the head of Marketing & IR.

Required Qualifications

  • 7+ years of institutional sales experience at top tier global institutional asset manager.
  • Significant experience independently building relationships with Institutional Allocators.
  • In particular, this role needs experience with allocators, RIAs, Wealth platforms in the US and EU, especially Wealth (Multi-family and Single Family offices).
  • Familiarity with, and ability to describe, investment concepts across Macro, Systematic, Private Credit, and Fundamental strategies.
  • Strong working knowledge of digital assets, blockchain technology, crypto market structure, and an ability to drive interest in digital asset investment strategies.
  • Demonstrated capability to operate independently, to be flexible and to be relentless.
  • An ability to receive and give hard feedback.
  • Technical curiosity, deep interest in digital assets, markets, innovative technology.
  • Working familiarly with Bloomberg, Excel, Powerpoint & Salesforce.

Preferred Qualifications

  • Technical skills beyond above: ai, coding, python, statistical analysis.
  • Working understanding of crypto that can be demonstrated in high pressure meetings.
  • Professional investment designations: CFA, CAIA.
  • Strong understanding of region marketing rules and regulations.
  • Series 3 or 7.

Required Skills

  • institutional sales
  • building relationships with Institutional Allocators
  • knowledge of investment concepts across Macro, Systematic, Private Credit, and Fundamental strategies
  • knowledge of digital assets, blockchain technology, crypto market structure
  • operate independently, flexible, relentless
  • receive and give hard feedback
  • technical curiosity
  • Bloomberg
  • Excel
  • Powerpoint
  • Salesforce

Benefits

  • bonus eligibility
  • equity eligibility
  • benefits (including medical, dental, vision and 401(k))

Salary Range

$194820 - $229200 USD

Locations

  • US Zone 1 (Job Requisitions Only), United States (Remote)

Salary

194,820 - 229,200 USD / yearly

Skills Required

  • institutional salesintermediate
  • building relationships with Institutional Allocatorsintermediate
  • knowledge of investment concepts across Macro, Systematic, Private Credit, and Fundamental strategiesintermediate
  • knowledge of digital assets, blockchain technology, crypto market structureintermediate
  • operate independently, flexible, relentlessintermediate
  • receive and give hard feedbackintermediate
  • technical curiosityintermediate
  • Bloombergintermediate
  • Excelintermediate
  • Powerpointintermediate
  • Salesforceintermediate

Required Qualifications

  • 7+ years of institutional sales experience at top tier global institutional asset manager. (experience)
  • Significant experience independently building relationships with Institutional Allocators. (experience)
  • In particular, this role needs experience with allocators, RIAs, Wealth platforms in the US and EU, especially Wealth (Multi-family and Single Family offices). (experience)
  • Familiarity with, and ability to describe, investment concepts across Macro, Systematic, Private Credit, and Fundamental strategies. (experience)
  • Strong working knowledge of digital assets, blockchain technology, crypto market structure, and an ability to drive interest in digital asset investment strategies. (experience)
  • Demonstrated capability to operate independently, to be flexible and to be relentless. (experience)
  • An ability to receive and give hard feedback. (experience)
  • Technical curiosity, deep interest in digital assets, markets, innovative technology. (experience)
  • Working familiarly with Bloomberg, Excel, Powerpoint & Salesforce. (experience)

Preferred Qualifications

  • Technical skills beyond above: ai, coding, python, statistical analysis. (experience)
  • Working understanding of crypto that can be demonstrated in high pressure meetings. (experience)
  • Professional investment designations: CFA, CAIA. (experience)
  • Strong understanding of region marketing rules and regulations. (experience)
  • Series 3 or 7. (experience)

Responsibilities

  • 50-70%: Supporting outbound selling of CBAM funds and strategies in North America, Europe, Asia as led by the firm’s President.
  • 20-40%: Driving outbound selling of CBAM funds and strategies to institutional allocators across US Wealth, RIA, Family Office.
  • Research, propose, and execute Go-To_Market (GTM).
  • Develop deep relationships with and understanding of Institutional Allocators (Pensions, Sovereign Wealth Fund, Endowments, Foundations, Wealth platforms, HNW and UHNW).
  • Drive maintenance and growth of the CBAM client base.
  • 10%-20%: Assisting in creation and maintenance of marketing collateral, in concert with the head of Marketing & IR.

Benefits

  • general: bonus eligibility
  • general: equity eligibility
  • general: benefits (including medical, dental, vision and 401(k))

Travel Requirements

4

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Coinbase logo

Senior Client Strategist, Coinbase Asset Management (Capital Formation)

Coinbase

Sales Jobs

Senior Client Strategist, Coinbase Asset Management (Capital Formation)

full-timePosted: Mar 3, 2025

Job Description

Responsibilities

  • 50-70%: Supporting outbound selling of CBAM funds and strategies in North America, Europe, Asia as led by the firm’s President.
  • 20-40%: Driving outbound selling of CBAM funds and strategies to institutional allocators across US Wealth, RIA, Family Office.
  • Research, propose, and execute Go-To_Market (GTM).
  • Develop deep relationships with and understanding of Institutional Allocators (Pensions, Sovereign Wealth Fund, Endowments, Foundations, Wealth platforms, HNW and UHNW).
  • Drive maintenance and growth of the CBAM client base.
  • 10%-20%: Assisting in creation and maintenance of marketing collateral, in concert with the head of Marketing & IR.

Required Qualifications

  • 7+ years of institutional sales experience at top tier global institutional asset manager.
  • Significant experience independently building relationships with Institutional Allocators.
  • In particular, this role needs experience with allocators, RIAs, Wealth platforms in the US and EU, especially Wealth (Multi-family and Single Family offices).
  • Familiarity with, and ability to describe, investment concepts across Macro, Systematic, Private Credit, and Fundamental strategies.
  • Strong working knowledge of digital assets, blockchain technology, crypto market structure, and an ability to drive interest in digital asset investment strategies.
  • Demonstrated capability to operate independently, to be flexible and to be relentless.
  • An ability to receive and give hard feedback.
  • Technical curiosity, deep interest in digital assets, markets, innovative technology.
  • Working familiarly with Bloomberg, Excel, Powerpoint & Salesforce.

Preferred Qualifications

  • Technical skills beyond above: ai, coding, python, statistical analysis.
  • Working understanding of crypto that can be demonstrated in high pressure meetings.
  • Professional investment designations: CFA, CAIA.
  • Strong understanding of region marketing rules and regulations.
  • Series 3 or 7.

Required Skills

  • institutional sales
  • building relationships with Institutional Allocators
  • knowledge of investment concepts across Macro, Systematic, Private Credit, and Fundamental strategies
  • knowledge of digital assets, blockchain technology, crypto market structure
  • operate independently, flexible, relentless
  • receive and give hard feedback
  • technical curiosity
  • Bloomberg
  • Excel
  • Powerpoint
  • Salesforce

Benefits

  • bonus eligibility
  • equity eligibility
  • benefits (including medical, dental, vision and 401(k))

Salary Range

$194820 - $229200 USD

Locations

  • US Zone 1 (Job Requisitions Only), United States (Remote)

Salary

194,820 - 229,200 USD / yearly

Skills Required

  • institutional salesintermediate
  • building relationships with Institutional Allocatorsintermediate
  • knowledge of investment concepts across Macro, Systematic, Private Credit, and Fundamental strategiesintermediate
  • knowledge of digital assets, blockchain technology, crypto market structureintermediate
  • operate independently, flexible, relentlessintermediate
  • receive and give hard feedbackintermediate
  • technical curiosityintermediate
  • Bloombergintermediate
  • Excelintermediate
  • Powerpointintermediate
  • Salesforceintermediate

Required Qualifications

  • 7+ years of institutional sales experience at top tier global institutional asset manager. (experience)
  • Significant experience independently building relationships with Institutional Allocators. (experience)
  • In particular, this role needs experience with allocators, RIAs, Wealth platforms in the US and EU, especially Wealth (Multi-family and Single Family offices). (experience)
  • Familiarity with, and ability to describe, investment concepts across Macro, Systematic, Private Credit, and Fundamental strategies. (experience)
  • Strong working knowledge of digital assets, blockchain technology, crypto market structure, and an ability to drive interest in digital asset investment strategies. (experience)
  • Demonstrated capability to operate independently, to be flexible and to be relentless. (experience)
  • An ability to receive and give hard feedback. (experience)
  • Technical curiosity, deep interest in digital assets, markets, innovative technology. (experience)
  • Working familiarly with Bloomberg, Excel, Powerpoint & Salesforce. (experience)

Preferred Qualifications

  • Technical skills beyond above: ai, coding, python, statistical analysis. (experience)
  • Working understanding of crypto that can be demonstrated in high pressure meetings. (experience)
  • Professional investment designations: CFA, CAIA. (experience)
  • Strong understanding of region marketing rules and regulations. (experience)
  • Series 3 or 7. (experience)

Responsibilities

  • 50-70%: Supporting outbound selling of CBAM funds and strategies in North America, Europe, Asia as led by the firm’s President.
  • 20-40%: Driving outbound selling of CBAM funds and strategies to institutional allocators across US Wealth, RIA, Family Office.
  • Research, propose, and execute Go-To_Market (GTM).
  • Develop deep relationships with and understanding of Institutional Allocators (Pensions, Sovereign Wealth Fund, Endowments, Foundations, Wealth platforms, HNW and UHNW).
  • Drive maintenance and growth of the CBAM client base.
  • 10%-20%: Assisting in creation and maintenance of marketing collateral, in concert with the head of Marketing & IR.

Benefits

  • general: bonus eligibility
  • general: equity eligibility
  • general: benefits (including medical, dental, vision and 401(k))

Travel Requirements

4

Target Your Resume for "Senior Client Strategist, Coinbase Asset Management (Capital Formation)" , Coinbase

Get personalized recommendations to optimize your resume specifically for Senior Client Strategist, Coinbase Asset Management (Capital Formation). Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Senior Client Strategist, Coinbase Asset Management (Capital Formation)" , Coinbase

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

Institutional Sales, Trading, and Prime ServicesCryptocurrencyBlockchainFinanceCryptoWeb3Institutional Sales, Trading, and Prime Services

Answer 10 quick questions to check your fit for Senior Client Strategist, Coinbase Asset Management (Capital Formation) @ Coinbase.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.