Institutional Wealth Manager

REMOTE, FULL-TIME

Position Brief

Varys Capital is a driving force in the community, positioning itself as a reputable source for information, education, and training for the ever-growing population of digital asset users.  

The Institutional Wealth Manager (IWM) role carries significant responsibility and requires a specialized skill set to source capital, primarily for high-net-worth individuals and institutional investors. You will be interacting with a diverse group of existing and prospective investors on the highest level, assisting them with navigating the digital asset landscape in a seamless, professional manner, rubbing shoulders with thought leaders, “wheeling and dealing,” and driving the growth of the company. This is a fast-paced environment that requires the most tenacious salespeople.

The position is front-facing, meaning that you will regularly interact in person (and virtually) with prospective and existing investors to strategize and advise them on the benefits of digital assets portfolio exposure and, eventually, the more delicate intricacies of the firm’s offerings. You must be energetic, personable, good with words (and numbers), and a skilled orator. You must be presentable, commanding, and have a proven track record. Elegance, empathy, and poise are necessary. You will be entering a work culture that values growth potential and results.  

Requirements

Must-Have

  • Must be proficient in the use of the English language (both verbal and written).
  • Must have at least 5+ years in private banking, wealth management, or institutional sales.
  • Must have attention to detail and be comfortable generating various reports, marketing documents, and presentations.
  • Must be a tried and true closer and enjoy the sales process.
  • Must have a high level of business intelligence and be comfortable with financial statements, modeling, and valuations.
  • Must have a proven track record of executing successful capital raises.
  • Must be excited about portfolio rebalancing, alpha opportunities, and hedging parameters.
  • Must possess a reasonable comprehension of blockchain technology and be capable of explaining topics clearly and concisely.
  • Must have strong presentation skills and be comfortable with a front-facing role.
  • You must be willing to consistently self-educate and advance your industry knowledge base.

Nice-to-Have

  • M&A, venture capital, or trading experience is a plus.
  • Having a financial designation or license isn’t necessary, but it is a plus.

Role & Responsibilities

  • Source viable institutional clients from target markets, playing a central role from origination to close, and thereafter.
  • Explain the fund’s investment thesis, strategies, performance, and the benefits of digital asset exposure competently, instilling confidence in prospects.
  • Leverage the firm’s existing and highly reputable limited-partner base to expand the reach and scope of the organization.
  • Work in tandem with upper management to build and maintain relationships with the fund’s existing and prospective investor base.
  • Assist prospective and existing investors with the basics of digital asset management (e.g., buying/selling tokens, fiat on/off ramps, exchange setup, hardware wallets, and more).
  • Assist in the creation of educational and marketing collateral that communicates Varys’ value proposition, the unique strategies we utilize, and our different investment verticals.
  • Assist management in walking investors through performance and position reports.
  • Support investors in portfolio rebalancing, presenting viable and rational reasons for exposure to digital assets (e.g., traditional market hedge, portfolio diversity, etc.).
  • Oversee the creation and upkeep of various client files, data rooms, and reports.
  • Generate weekly progress reports for upper management, adhering to KPIs and various company targets.
  • Attend events, seminars, and blockchain/financial networking events to further the firm's agenda both domestically and internationally.
  • Continuously seek feedback to enhance client-related processes and improve overall satisfaction levels.

Abilities & Skills

Attributes