About the Role:The Internal Sales Manager will be a critical leader within the Intermediary Sales team, responsible for the day-to-day management and development of the Internal Sales Consultants. This role ensures the internal desk operates efficiently and effectively to support the field sales team and drive asset growth across Bitwise's suite of investment products. The Manager will report directly to the Head of Intermediary Sales.
Primary Responsibilities:- Lead, mentor, and motivate a team of Internal Sales Consultants. Conduct regular one-on-one meetings, coaching conversations, and team meetings to foster a high-performance culture.
- Partner with the Head of Intermediary Sales to develop, implement, and track targeted sales campaigns and desk activity aligned with firm-wide goals.
- Provide ongoing coaching on sales techniques, product knowledge, value proposition delivery, and effective time management to Internal Consultants.
- Manage the daily workflow of the desk, including territory management, call campaigns, email communications, and appointment setting. Ensure high-quality support for the external sales team.
- Ensure all team members adhere to FINRA and firm compliance policies and procedures. Monitor required licensing and support new hires through the licensing process.
- Drive effective utilization of the firm's sales technology stack to maximize productivity, including Salesforce data integrity, reporting, and campaign tracking, in close partnership with the Sales Operations team.
- Serve as a key liaison between the Internal Desk and other departments, including Marketing, Product, Operations, and Compliance.
Role Requirements:- Minimum 2 years of experience directly managing a sales organization, such as an internal desk or inside sales team, within an asset management or wealth management firm is a must.
- Demonstrated track record of successfully coaching and developing junior sales talent.
- Strong understanding of the wealth management landscape.
- Excellent written and verbal communication skills, including the ability to present complex investment concepts clearly and concisely.
- A proactive, results-oriented mindset with strong problem-solving and organizational abilities.
- Active FINRA Series 7 and Series 63 licenses are required.
- FINRA Series 24 license or the willingness to obtain it within the first six months of employment is required.
- Familiarity with Salesforce is a must; experience with reporting and dashboard creation is a plus.
- Familiarity with the following sales enablement and compliance tools is a nice to have: Salesloft, Seismic, and RedOak.
What We Offer: - Total Compensation (Base + Discretionary Bonus): $225,000 - $275,000 + 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
- Company-wide winter break for most roles
- Office spaces in San Francisco, New York, and London
- Meals and snacks provided in office
- Paid company cell phone or stipend
- Bitwise "Buddy" Program (30-day new-hire success program)
- Annual birthday and anniversary gifts
- Company-wide events including annual holiday party
- Internal Women of Bitwise (WOB) group with fun events
Your Interview Process: Our interview process ensures the best fit for both you and Bitwise, and we strive to make each step valuable, insightful, and efficient.
- Recruiter Interview
- Hiring Manager Interview
- Meeting the Team
- Work Sample
- Executive/Founders Interview
- References
- Offer!
The pay range for this role is:
225,000 - 275,000 USD per year (NYC Office)
