• Work closely with HNW clients throughout their Bitcoin journey • Provide around the clock availability to Swan’s most successful clients • Generate net new leads and opportunities • Actively engage clients and prospects to build relationships and identify needs • Establish and cultivate relationships with new and existing clients • Onboard new Swan clients with high satisfaction rates • Execute orders and other concierge services in an on-call basis • Provide personal access to Private clients via SMS seven days a week • Work collaboratively with Account Executives and Directors

• Generate net new leads and opportunities via media • Actively engage clients and prospects to build relationships • Establish and cultivate relationships with new and existing clients • Onboard new Swan clients with high satisfaction rates • Ensure our best clients receive only the highest quality of service • Provide expert-level guidance on both Swan products and Bitcoin strategies

• Conduct virtual interviews with prospective students and families through the admission cycle • Serve as a primary admission counselor, guiding families through the application process from inquiry through enrollment • Evaluate applicant files, including academic records, recommendations, interviews, and supplemental materials • Participate actively in candidate review, file reading, and admissions committee discussions • Maintain regular communication with prospective families via email, phone, and virtual meetings • Present virtually at admission events, webinars, and information sessions • Provide support for a key aspect of admissions operations (student tour guides, CBO partnership, parent ambassador, event management, liaison with faculty/programs, etc.) • Collaborate with the Admissions team to support enrollment goals and yield efforts • Attend weekly team meetings virtually and provide support for key events and meetings

• Provide senior-level account planning and supervision across key designated accounts with proven, specialized expertise in areas Caliber operates. • Lead the planning and execution of media programs and activities; serve as a primary, day-to-day, client contact and provide senior client counsel on tactical matters linked to strategic plans for select accounts; anticipate client needs and prepare in advance. • Developing media relations strategies for clients, setting short- and long-term goals, and seeking industry-relevant placements across relevant mediums, including print, online, radio, and TV broadcast media. • Maintain a thorough, demonstrated understanding of clients’ businesses and industries; actively follow and understand emerging issues, trends, and news impacting your clients’ business, and proactively advise the team and client regarding how best to leverage or address these developments. • Develop and maximize client relations, positioning Caliber as a strategic partner at all times; perceived as a trusted advisor to the client, maintaining close and regular client counsel. • Provide mentorship, and structure around delegating to staff on a day-to-day basis; drive media results for clients, and ensure proactive daily media pitching, review materials drafted by staffers, and provide constructive feedback. • Manage up to executive sponsor regarding progress on deliverables, media outreach processes, and actively offer solutions to pivot where needed. • Coordinating & driving Caliber culture efforts across, focusing on finding new and innovative ways to collaborate, working directly with the director team to set employee engagement efforts, and execute accordingly.