About the company
It’s not very often that a new asset class is born. But that’s exactly what we’re witnessing today with the rise of crypto. Over just the last four years, crypto has evolved from an embryonic $50B market to a young-but-growing $1T+ market today. At Bitwise, we think it’s just getting started. In fact, we believe crypto has reached a turning point, and is headed north of $10T over the next few years. Along the way, we expect there to be risks, pitfalls, and uncertainty — much like there was during the rise of the Web, of cloud computing, and of apps. But we also expect there will be great opportunities, and millions of people wanting to participate in the potential upside. Our goal at Bitwise is to help busy investors understand and access the opportunities emerging in the cryptocurrency asset class. We want all those who so desire to be able to come along for the ride in a secure and simple manner, and to be able to benefit from the role crypto exposure can play in pursuing their investment objectives. Today is an exciting moment for Bitwise as a firm. In 2021 we crossed $1B in AUM and are growing quickly with a suite of leading crypto index funds spanning large-cap crypto assets (ticker: BITW), DeFi, NFTs, Metaverse, and more to come. We also created the index behind the world’s first crypto industry equities ETF. We focus on serving investment professionals — financial advisors, family offices, hedge funds, endowments, foundations, and others — the people entrusted to look after the capital and savings of individuals and institutions across the country. We provide education, partnership, and professionally managed investment products tailored to this group’s needs, to help them build their view, pick their strategy, and get their exposure. Currently, Bitwise is a close-knit team of 70+ professionals. Think of us as a mix of an asset manager and a tech start-up. Our backgrounds combine technology expertise with decades of experience in asset management and indexing, coming from firms including BlackRock, Wealthfront, J.P. Morgan, IndexIQ, ETF.com, Blackstone, Meta, and Google, as well as the U.S. Attorney’s Office. We’re backed by some of the most accomplished investors in venture capital and veterans of the financial services world. We love working together, we love what we do, and we’re excited about what’s ahead.
Job Summary
What You Will Do:
📍You’ll provide ongoing support to our incredible clients, who range from individuals to family offices to financial advisors to funds to institutional investors. You’ll handle a wide variety of questions in a timely, friendly, and accurate manner, with the goal of ensuring client satisfaction. We aim to be our client's favorite partner. 📍You’ll support financial advisors and high-net-worth individual clients by assisting them through the subscription process and managing the onboarding process from beginning to end, with a strong dedication to successful client outcomes regardless of client savviness. 📍You’ll support our portfolio managers by responding accurately and promptly to questions they have on investment logistics, including confirming the receipt of wires from new clients on trade days. 📍You’ll support our sales team by joining calls or meetings with potential clients to discuss the onboarding process or answer product-related questions. 📍You’ll collaborate with our engineers and technology team to optimize the user experience of investing and help build out internal software tools. 📍You’ll help maintain important materials and records, including updating the firm-wide DDQ and the firm’s client database. 📍You will wear many hats, contribute to many projects, and adapt to the needs of a growing organization.
Who You Are:
📍You have a bachelor’s degree, likely in Finance, Accounting or other business-related field, though not required. 📍You have 3+ years of Client Service or Investor Relations experience in Financial Services, Asset Management, or closely related fields. 📍You're very comfortable with software and proficient with Excel/Google Sheets. 📍You are a great communicator in writing and conversation, and can convey details with clarity, coherence, and warm professionalism. 📍You have exceptional time management, organizational, and multi-tasking abilities, and you can meet deadlines and work under pressure. 📍You care about relationships, with the team and with clients. You want to understand others, to help others understand you, to enjoy interactions, to deliver on professionalism, to form career-long partnerships, and to be “best-in-class.”
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