I am currently working with a leading crypto/digital assets firm and they are looking for a Institutional Sales/BD professional to join their team. Here are some R&Rs for the role:
- Identify and engage potential wealthy investors, family offices, institutional clients - including those in the FI space - to build a steady prospect pipeline.
- Support fundraising and distribution activities to meet sales goals.
- Provide clear, simple presentations on investment products.
- Manage basic steps of the sales process, including outreach, follow‑ups, and client servicing.
- Assist with onboarding tasks such as documentation and coordination with internal teams.
- Keep CRM records updated and prepare simple activity reports.
- Help with client events by coordinating invitations, logistics, and follow‑ups.
