The Director will manage high-net-worth clients, provide expert Bitcoin guidance, generate leads, and ensure high-quality service across their Bitcoin journey.
The Company
The RoleSwan is the USA’s #1 Bitcoin wealth platform for families and businesses. We hire passionate Bitcoiners who want to work with a self-motivated and fully distributed startup team.
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 is extremely knowledgeable about finance and Bitcoin, and has client service skills honed from years of experience. The ideal candidate generates their own inbound leads via media, personal branding, or other scaled relationship approaches.
Your responsibilities- 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
- 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
Remote pay range (based on location and experience)
$200,000—$300,000 USD
Here's a bit about our culture
- 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.
Top Skills
Bitcoin
Finance
Investment Management
Swan Bitcoin Calabasas, California, USA Office
Calabasas, California, United States, 91302
Similar Jobs
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
The AI Self-Service Program Manager leads AI-driven customer experience programs, focusing on Chatbot and Voice AI platforms to enhance support efficiency, customer satisfaction, and operational metrics through innovation and collaboration.
Top Skills:
AIChatbotData AnalysisProject ManagementVoice Ai
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Lead the product strategy for USRM Claims' quality improvement, integrating risk alerts and enhancing workflows. Collaborate across teams to boost claim accuracy and operational efficiency. Deliver measurable outcomes through a unified platform while ensuring compliance and governance.
Top Skills:
Agile Development MethodologiesAnalytics ToolingData ScienceUx Design
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Lead product strategy for quality improvement in insurance claims. Collaborate with cross-functional teams to enhance workflows, compliance, and data integration, ensuring a unified platform for operational efficiency.
Top Skills:
Agile Development Methodologies
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
