Grayscale Investments - Portfolio Consultant
Requirements
• 2–5 years of experience selling financial products, with demonstrated success driving revenue growth. • Proven ability to operate within a disciplined sales process, increase meeting volume, and sell more per meeting through improved conversion and larger allocation sizes. • Strong understanding of the asset management industry, advisor distribution channels, and investment product landscape. • Ability to clearly articulate complex investment concepts and deliver compelling, differentiated value propositions. • Demonstrated competitive drive, resilience, and success in performance-based environments. • Strong interest in digital assets, cryptocurrency markets, and blockchain technology. • Excellent communication skills and a commitment to delivering a best-in-class advisor experience. • Collaborative, adaptable team player with a strong work ethic and “ownership” mindset. • Bachelor’s degree • Experience with Salesforce or similar CRM systems preferred. • Series 7 and 63 or 66 licenses are required.
Responsibilities
• Own and drive revenue growth across a defined territory or advisor segment (RIAs, independent broker-dealers, wirehouses), with clear accountability to production goals. • Partner closely with the Market Leader to execute territory strategy, expand platform penetration, and accelerate revenue outcomes. • Build, manage, and convert a high-quality pipeline of Financial Advisors and RIA firms, leading relationships from initial outreach through allocation. • Proactively increase meeting volume for both yourself and your external partner through disciplined outbound prospecting and targeted campaign execution. • Operate within a structured, metrics-driven sales process to consistently create opportunities, advance pipeline, and deliver repeatable results. • Leverage internal resources, including Marketing, Product, and AI-driven tools to sharpen messaging, personalize outreach, enhance prospecting efficiency, and improve overall sales effectiveness. • Drive the majority of advisor engagement through high-impact virtual meetings and proactive remote outreach, while remaining willing and prepared to participate in in-person meetings, territory travel, and key advisor events when strategically valuable. • Prepare strategically and execute effectively in every interaction with the expectation to sell more per meeting, increasing allocation size, improving close rates, and securing clear next steps. • Conduct effective discovery conversations to uncover client needs, address objections, and move advisors toward allocation decisions. • Develop creative, value-added engagement strategies that strengthen advisor relationships and expand wallet share. • Lead structured follow-up initiatives and maintain rigorous CRM discipline, ensuring full pipeline visibility and accountability. • Deliver compelling, differentiated presentations that clearly articulate Grayscale’s investment thesis, product positioning, and implementation strategy. • Thrive in a high-pressure, performance-driven environment; operate as a self-starter with strong competitive drive, urgency, resilience, and the ambition to earn a path toward an External Market Leader role. • Represent Grayscale at conferences, regional events, and industry forums to generate new opportunities and strengthen market presence.
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