Investor Relations Associate

Salary Range: 120000 to 135000 (Currency: USD) (Pay period: per-year-salary)

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.”
• Your style is like ours: high-energy, positive, caring, deliberate, self-aware, curious, and open-minded, inclined to take ownership to get the best outcome but happy to transfer or share ownership with others. You’re proactive in pursuing what you want, you take pride in your ability to communicate and connect with others, and you’re always looking to improve.
• You have the willingness and enthusiasm to learn new topics and be dynamic in a rapidly evolving company and space. And you’re excited to go all in on crypto.

What We Offer:

• Compensation: $120,000-$135,000 salary + equity
• Equity compensation as a component of all offers
• Health insurance, including dental and vision plans
• Health, Dependent Care, and Commuter Flexible Spending Accounts
• Paid Parental Leave
• Life insurance; short- and long-term disability plans
• Company funded 401(k) plan, no matching required
• Unlimited PTO
• 10 paid company-wide holidays
• Office spaces in San Francisco and New York
• Meals and snacks provided in the office
• Paid company cell phone
• Bitwise “Buddy” program (30-day new-hire success program)
• Annual birthday and anniversary gifts
• Company-wide events including the annual holiday party
• Internal Women of Bitwise group with fun events