Grayscale is a crypto-focused asset manager. We have over a decade of operational experience managing crypto funds and pioneered the model of offering exposure to cryptocurrencies in the form of a security. We’re proud of our crypto expertise and work closely with individual and institutional investors as they explore this asset class as part of their portfolio allocation.
Position Summary:
Grayscale is seeking a manager to lead our Portfolio Consultants, our Internal Sales team. Reporting to the Head of Distribution, the Manager will lead and oversee our Sales desk, managing a team of portfolio consultants. This role is pivotal in driving sales performance, enhancing client engagement, and aligning internal sales efforts to Grayscale’s broader distribution objectives. The ideal candidate will possess strong leadership and management skills, a deep understanding of investment products, and the ability to collaborate effectively with cross-functional teams.
Responsibilities:
- Manage and coach our Portfolio Consultant Team to achieve team and individual sales targets; hire, onboard, and train new team members, instilling best practices in engagement and pipeline development.
- Oversee day-to-day desk operations including call activity, client outreach, and message quality.
- Collaborate with Market Leaders and Head of Distribution to coordinate coverage strategy and optimize territory planning.
- Ensure alignment between Team activity and broader distribution strategy, including product focus, advisor segmentation, and sales process.
- Review performance metrics regularly and lead weekly desk meetings to drive accountability and transparency.
- Maintain a strong pulse on client feedback and competitive intelligence to inform product messaging and sales positioning.
- Partner with marketing, product, and compliance to refine sales materials and support go-to-market efforts.
- Utilize CRM and reporting tools to monitor desk effectiveness, analyze results, and inform coaching.
- Ensure all sales activities adhere to regulatory requirements and policies.
Prior Experience/Requirements:
- Bachelor’s degree required; degree in Finance, Business, or related field preferred.
- 7–12+ years of experience in asset or investment management, with a focus on internal sales, wholesaling, or advisor engagement.
- Prior management or team leadership experience strongly preferred.
- Familiarity with digital assets, cryptocurrency markets, or blockchain-based investment solutions is highly desirable.
- Deep understanding of investment products, sales processes, and financial advisor landscape.
- Ability to lead with data and drive performance through metrics and coaching.
- Strong written and verbal communication skills.
- FINRA Series 7 and 63 (or ability to obtain quickly).
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
