What are the responsibilities and job description for the Client Consultant, Private Client Group position at yieldstreet?
About the Role
Yieldstreet is hiring a Client Consultant for our Private Client Group (PCG). The PCG team is focused on supporting high net worth individuals and corporate executives interested in investment opportunities offered on Yieldstreet. You will be responsible for growing and managing relationships with existing key clients and engaging with potential new members.
You will play a critical role in shaping a Yieldstreet private client’s interactions with the platform and help drive core growth metrics with a mix of education, relationship building, and outbound member engagement. You will interact daily with our investors to aid them in getting familiar with the investments and comfortable investing further on the Yieldstreet platform. You will work collaboratively with the Investor Relations team and multiple stakeholders including the Investments, Marketing, and Product teams.
This is an opportunity to be part of a high-growth fintech company striving to put millions of people on the path towards financial independence. Yieldstreet is creating access to alternative investment opportunities historically unavailable to most individual investors, and the work you do will directly impact this and our mission of empowering investors to grow their wealth outside the stock market by curating private market alternatives from top investment managers, all in one easy to use platform.
The position is based in our NY office.
What you'll do:
- Educate investors to enhance their understanding of Yieldstreet’s investment strategy and the details of individual funds and offerings.
- Leverage consultative selling techniques to understand clients’ needs and provide tailored investment solutions, guiding them through the decision making process.
- Build and Nurture high-value relationships by delivering investor-focused education and expectational service
- Proactively Engage your existing client base with regular outreach to maintain strong relationship and identify new opportunities to grow AUM
- Meet with private clients at YS sponsored events - some travel required
What you'll need:
- 3-5 years of business development, investor relations, or customer service within financial services
- Sales and client facing presentation skills
- Meticulous white-glove service experience and demonstrated investor-first orientation
- Ability to prioritize tasks, leads, and outreach based on analysis
- Experience meeting and exceeding metrics driven performance indicators
- Works well under pressure in a dynamic, high growth environment
- Interact and communicate effectively with new prospects, investors, departments and stakeholders
- Ability to navigate cross functionality and collaborate towards great client outcomes
- Strong interpersonal and relationship building skills, ability to interact with and grow a highly successful client base via phone, email and in-person, as needed
Bonus points for:
- Experience in alternative investments
- Prior work history in fintech or a fast growing start-up
- Series 7 and 63
Yieldstreet is the leading private market investment platform. We believe that private market alternatives should be a fundamental part of your portfolio. That’s why we’re unlocking access to make it easier than ever to get started. We partner with top-tier investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short term notes and more. All of our offerings are curated and vetted by our team to help investors diversify away from the stock market with confidence.
Why Yieldstreet?
Join a team of diverse, smart, and friendly people from 8 different countries who speak a total of 17 different languages who are on a mission to make alternative investments a fundamental part of the modern portfolio. Our team is comprised of successful entrepreneurs with combined exits of over $1B. We get social with each other during happy hours, exercise classes and team off sites! We are a hybrid work company giving you the opportunity to connect with your peers in real time with the flexibility to work remotely a few days per week.
Compensation:
Salary : $90,500 - $140,000
