Institutional Sales Associate

Institutional Sales Associate

(Remote candidates will be considered)

Our Story and Our Purpose

We are building a specialized financial institution addressing the growing demand for digital asset services. Our primary business will focus on digital asset custody, providing secure, efficient custodial and fiduciary services for a variety of digital assets. We have applied for a national bank charter and will receive conditional approval in the near future.

You will work with foundational systems and processes to help shape our operating model and influence how a new category of financial infrastructure comes to market. We are looking for builders who handle complexity with confidence and tackle ambitious opportunities while keeping pace with this rapidly evolving industry. Let’s Build This Together.

Our Principles

Greatness is a mindset, not an accomplishment. Mediocrity is unacceptable. Excellence is contagious. We hire people because we believe in their greatness. Now is the time to prove us right.

Responsibility comes with the territory. Everyone is an owner, which means we share a common vision and mutual accountability. We act in line with our strategic objectives and the trust our customers place in us. We believe there is no such thing as "not my problem." Taking this level of ownership not only drives our collective success but also offers the potential for significant reward.

Innovation and adaptation are in our DNA. We are in a period of the most dramatic and rapid period of technological change in the history of humankind. Those that stay ahead will thrive, those that don't, won't. We innovate intelligently and thrive on overcoming challenges, to get (at least) a little better every day and ensure our continued growth and success.

Team first. We are reliable teammates working together toward extraordinary success through honesty and accountability. We believe collaboration knows no hierarchy, and we focus on what matters. We work toward consensus, but when necessary, we disagree and commit. We know that winners win.

Job Overview

The Institutional Sales Associate serves as an ambassador for our company supporting relationship development and sales execution within an assigned institutional segment and team. This role plays a critical part in supporting sales activity, revenue growth, and market leadership across institutional clients in the crypto ecosystem, corporate sector, traditional financial services, and FinTech.

Objectives

Support sales activities within assigned institutional segments and product lines

Partner with the Chief Business & Strategy Officer, Sales Leadership, and cross-functional teams to support execution of business, marketing, and product objectives

Assist in cultivating relationships with prospective institutional clients and stakeholders within assigned segments

Contribute across the full sales lifecycle, including prospecting, outbound outreach, initial pitches, ongoing relationship management, and deal support through contract execution

Support the development of market, segment, and client analysis to identify asset potential and growth opportunities

Manage and support client documentation, CRM updates, reporting, calling campaigns, and sales pipeline hygiene

Collaborate cross-functionally with marketing, product, operations, engineering, risk, and compliance to support revenue and growth objectives

Actively participate in the adoption and reinforcement of company values and culture

Support the delivery of a high-touch, “white glove” experience for prospective and onboarded clients

Maintain an ongoing understanding of the digital asset ecosystem, including tokens, capital markets dynamics, pricing, competitive platforms, and regulatory considerations

Develop working knowledge of company, technical architecture, and client workflows related to crypto and digital asset adoption

Professionally communicate our company’s value proposition to clients, partners, and market participants

Contribute to the achievement and execution of defined sales, revenue, and growth targets

Gather and communicate market and client feedback internally across relevant teams

Support competitive analysis and contribute constructively to the firm’s evolving go-to-market strategy and product development

What You Bring

A strong interest in the intersection of financial services, technology, innovation, and disruption

Demonstrated aptitude and early experience supporting sales teams in financial services, fintech, or technology-driven environments

Experience supporting or working with complex technology platforms, financial services products, and/or trading services

Genuine enthusiasm for cryptocurrencies, blockchain technology, and the broader digital asset ecosystem

Comfort using and maintaining CRM systems and supporting sales lifecycle processes

Ability to thrive in a fast-paced startup environment with evolving priorities and objectives

A collaborative, team-oriented mindset with a desire to contribute to a strong sales culture

Clear, confident, and professional communication skills — both written and verbal

Ability to synthesize complex inputs into clear, concise summaries for internal and external audiences

Proficiency with Microsoft Office tools and familiarity with analytics, databases, and reporting software

A reputation for being hardworking, detail-oriented, methodical, and persistent

A growth-oriented, humble mindset with intellectual curiosity, integrity, and a client-first attitude

Significant amount of travel expected

We promote diversity of thought, culture, background, and experience. We are an equal opportunity employer, and employment at our company is based solely on one's merit and qualifications directly related to professional competence. We do not discriminate based on race, creed, color, ancestry, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, military or veteran status, or any other characteristics protected by law.

Featured benefits

Employer-provided: Medical, Dental, and Vision insurance, 401(k), life and disability insurance.

Apply for this job

First name

Last name

Email address

Location

Phone number

Resume

Attach resume

Attach another file

Attach file

What are your salary requirements?

Are you authorized to work in the United States?

Will you now or in the future require sponsorship for employment visa status (e.g. H-1B status)?

What is your earliest start date?

Are you 18 years of age or older?

Were you referred to our company by a current employee?

If yes, please provide the employee's name.

Have you worked in a startup, early stage or high-growth environment before?

If yes, would you please describe the role you held and your experience.

How would you describe your leadership style?

What do you consider to be your strongest skills or qualities in the workplace?

Are you willing to undergo a background check, in accordance with local laws and regulations?

We invite you to complete the optional self-identification questions below used for compliance with government regulations and record-keeping guidelines. Any self-identification information provided will not be considered in the selection process.

GENDER

VETERAN STATUS Learn more about veteran statuses

If you believe you belong to any of the categories of protected veterans listed below, please indicate by selecting the appropriate category(ies). The hiring employer is subject to the Vietnam Era Veterans' Readjustment Assistance Act of 1974, as amended by the Jobs for Veterans Act of 2002, 38 U.S.C. 4212 (VEVRAA) and requests this information in order to measure the effectiveness of the outreach and positive recruitment efforts it undertakes pursuant to VEVRAA.

DISABILITY STATUS Learn more about disability statuses

We are required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years.

Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.