Portfolio Consultant at Grayscale

<div class="content-intro"><p>Grayscale is the largest digital asset-focused investment platform in the world by AUM and offers the broadest selection of digital asset investment products in the U.S. based on number of products.</p> <p>Our platform spans the full spectrum of institutional-grade solutions—from single-asset exposures to diversified and thematic strategies—with a goal of providing every investor with access to the hyper-expanding digital asset universe.  Our firm offers a rare combination of decades of traditional finance work experience and digital asset leadership that brings an institutional mindset to the maturing digital asset industry. This convergence of capabilities positions us to deliver investment solutions and client experiences that are both institutionally robust and technologically advanced, which we believe offers a competitive edge that is difficult to replicate.</p> <p>We’re proud of our deep crypto expertise and work closely with individual and institutional investors as they explore this asset class as part of their portfolio allocation.</p></div><p></p> <p><strong>Position Summary:</strong></p> <p>Grayscale is seeking a driven, high-performing internal wholesaler to support distribution efforts and partner directly with our external wholesalers. This is a revenue-producing role designed for a disciplined, competitive sales professional who thrives in a performance-oriented environment.</p> <p>The Portfolio Consultant (internal wholesaler) is responsible for driving territory growth by operating within a structured sales process, increasing advisor engagement, generating consistent meeting volume, and selling more per meeting. This individual brings urgency, creativity, and accountability to their work, leveraging internal resources and modern tools to maximize productivity and impact.</p> <p>This role is a critical partner to the External Market Leader and serves as a foundational path toward earning an external role.</p> <p><strong>Responsibilities:</strong></p> <ul> <li>Own and drive revenue growth across a defined territory or advisor segment (RIAs, independent broker-dealers, wirehouses), with clear accountability to production goals.</li> <li>Partner closely with the Market Leader to execute territory strategy, expand platform penetration, and accelerate revenue outcomes.</li> <li>Build, manage, and convert a high-quality pipeline of Financial Advisors and RIA firms, leading relationships from initial outreach through allocation.</li> <li>Proactively increase meeting volume for both yourself and your external partner through disciplined outbound prospecting and targeted campaign execution.</li> <li>Operate within a structured, metrics-driven sales process to consistently create opportunit