Director - Swan Private

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June 24

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Castle Funds

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Fintech • B2C • eCommerce

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 Director to work closely with HNW clients throughout their Bitcoin journey. • This senior relationship manager comes with deep experience in wealth management and a well developed understanding of Bitcoin. • You will provide around the clock availability to Swan’s most successful clients providing them guidance on all things Bitcoin, with the white glove service expected by HNWI, businesses, and family offices. • The ideal candidate generates their own inbound leads via media, personal branding, or other scaled relationship approaches. • Generate net new leads and opportunities via media, an existing book of business, personal brand and/or digital sales. • Actively engage clients and prospects to build relationships, identify needs, and review investment goals related to Bitcoin. • Establish and cultivate relationships with new and existing clients by providing high-quality and bespoke support throughout their Bitcoin journey. • Serves as a client dedicated contact for a wide spectrum of topics related to Swan services and Bitcoin. • Onboard new Swan clients with high satisfaction rates. • Ensure our best clients receive only the highest quality of service across all actions. • Execute orders and other concierge services in an on-call basis, upon request. • Provide Private clients with personal access to you via SMS seven days a week. • Provide expert-level guidance on both Swan products and Bitcoin strategies in line with client goals. • Work collaboratively with other team members and functions as you lead the overall sales environment. • Build and maintain a personal brand in the Bitcoin landscape. • Flexibility to travel as needed, typically short trips in the US.

🎯 Requirements

• The ideal candidate is a Bitcoin expert with deep knowledge of financial markets, macroeconomics, investment management, and Bitcoin fundamentals • Comfortable doing media appearances, building a personal brand, and creating digital content on Bitcoin and related topics • Great listening skills and empathetic reasoning • Ability to put the client first in all things; Fast and attentive response to client requests • Ability to be flexible via client communication preferences (SMS, Phone, Email) • Deep knowledge and interest in Bitcoin • Basic tax, trust and inheritance knowledge • Traditional financial industry experience • Ability to thrive in a remote environment • 7-10 minimum years of experience • Must be US-based (major metro area ideal) and eligible to work in the US • Compensation for this role will be based on location and experience, and may include base salary, commissions, equity, and benefits

🏖️ Benefits

• We’re a growing team: Fully distributed across the world, Slack and Huddles are huge here. • We’re very flat: Leadership is desired and encouraged; we hire people who care about and use the product they are working on. • We’re Bitcoiners: We find solutions that encourage Bitcoin principles. We are often involved in the Bitcoin community through writing, podcasts, conferences, open-source projects, and time spent on Twitter to help educate the masses. We love Bitcoin, and it comes through in our daily chats, meetings, and actions.