Client Strategist, Coinbase Asset Management

Coinbase

New York, NY

Full Time

Senior

195k-195k

3 days ago

Job Description

About the Role

The Client Strategist (CS) at Coinbase Asset Management (CBAM) is a key function within the team responsible for building the business by engaging prospects, developing client relationships, and driving funding deals. The role combines elements of sales and investment strategy, requiring understanding of investment processes and market intelligence. The position involves supporting outbound sales efforts across regions, creating marketing collateral, and representing Coinbase's investment approach to institutional clients. The work environment is intense and collaborative, with in-person participation required throughout the year, including team and company-wide offsites.

Key Responsibilities

Supporting outbound selling of CBAM funds and strategies in North America, Europe, and Asia as led by the firm's President.
Driving outbound selling of CBAM funds and strategies to institutional allocators across US Wealth, RIA, and Family Office segments.
Researching, proposing, and executing Go-To-Market strategies.
Developing deep relationships with and understanding of Institutional Allocators such as Pensions, Sovereign Wealth Funds, Endowments, Foundations, Wealth platforms, HNW and UHNW clients.
Driving maintenance and growth of the CBAM client base.
Assisting in creation and maintenance of marketing collateral in collaboration with the head of Marketing & IR.

Requirements

7+ years of institutional sales experience at a top-tier global institutional asset manager.
Significant experience independently building relationships with Institutional Allocators.
Experience with allocators, RIAs, Wealth platforms in the US and EU, especially Wealth (Multi-family and Single Family offices).
Familiarity with investment concepts across Macro, Systematic, Private Credit, and Fundamental strategies.
Strong working knowledge of digital assets, blockchain technology, crypto market structure, and ability to generate interest in digital asset investment strategies.
Demonstrated ability to operate independently, be flexible, and persistent.
Ability to receive and give hard feedback.
Technical curiosity and deep interest in digital assets, markets, and innovative technology.
Proficiency with Bloomberg, Excel, PowerPoint, and Salesforce.

Nice to Have

Technical skills beyond the core requirements: AI, coding, Python, statistical analysis.
Working understanding of crypto demonstrated in high-pressure meetings.
Professional investment designations such as CFA or CAIA.
Strong understanding of regional marketing rules and regulations.
Series 3 or 7 licenses.
Willingness to travel substantially.

Qualifications

Educational background not explicitly specified, but extensive professional experience required.

Benefits & Perks

Target annual salary range of $194,820—$229,200 USD.
Target bonus and equity components.
Benefits including medical, dental, vision, and 401(k).

Working at Coinbase

Coinbase's work culture is intense and demanding, emphasizing collaboration, feedback, and excellence. The company values building the future of finance through innovation and teamwork, with a focus on increasing economic freedom worldwide. While many roles are remote-first, in-person participation is required, including attendance at team and company offsites to foster connection and alignment.

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