• In-person participation is required throughout the year
• Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment
• Attendance is expected and fully supported
• At CBAM a CS’s job is to build the business
• This includes engaging prospects and developing them into clients (if appropriate)
• At CBAM a Client Strategist is a hybrid between a salesperson and an investment strategist
• A successful Client Strategist can secure the next 2-3 meetings during the initial conversation, and drive a deal towards funding
• Post funding, Client Strategists design and deliver investor support, in concert with CBAM’s Director of Marketing and IR
• A Strategist must understand the nuances of our business, such that they can represent the investment team and our investment process across regions
• Client Strategists also contribute to marketing content, turning client feedback and market intelligence into better marketing narratives and better marketing collateral
• 50-70%: Supporting outbound selling of CBAM funds and strategies in North America, Europe, Asia as led by the firm’s President
• 20-40%: Driving outbound selling of CBAM funds and strategies to institutional allocators across US Wealth, RIA, Family Office
• Research, propose, and execute Go-To_Market (GTM)
• Develop deep relationships with and understanding of Institutional Allocators (Pensions, Sovereign Wealth Fund, Endowments, Foundations, Wealth platforms, HNW and UHNW)
• Drive maintenance and growth of the CBAM client base
• 10%-20%: Assisting in creation and maintenance of marketing collateral, in concert with the head of Marketing & IR

When off the road the job is either from Stamford, CT or NYC office, but with visits to Stamford expected 1-2 days a week when the person isn’t traveling

• We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up
• We want someone who will run towards, not away from, solving the company’s hardest problems
• 7+ years of institutional sales experience at top tier global institutional asset manager
• Significant experience independently building relationships with Institutional Allocators
• Strong working knowledge of digital assets, blockchain technology, crypto market structure, and an ability to drive interest in digital asset investment strategies
• Demonstrated capability to operate independently, to be flexible and to be relentless
• An ability to receive and give hard feedback
• Technical curiosity, deep interest in digital assets, markets, innovative technology
• Working familiarly with Bloomberg, Excel, Powerpoint & Salesforce
• Technical skills beyond above: ai, coding, python, statistical analysis
• Working understanding of crypto that can be demonstrated in high pressure meetings
• Professional investment designations: CFA, CAIA
• Strong understanding of region marketing rules and regulations

Series 3 or 7

• In particular, this role needs experience with allocators, RIAs, Wealth platforms in the US and EU, especially Wealth (Multi-family and Single Family offices)

Familiarity with, and ability to describe, investment concepts across Macro, Systematic, Private Credit, and Fundamental strategies

• Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below
• Full time offers from Company also include target bonus + target equity + benefits (including medical, dental, vision and 401(k))

Pay Range: : $194,820 USD - $229,200 USD