Associate, Private Client Group - job 1 of 2

About the Role
Yieldstreet is building 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 manage relationships with existing key clients and engage potential new members.

You will play a critical role in shaping a Yieldstreet private client’s first 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 new sign-ups and investors to aid them in getting familiar and set up investing 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:

• Generate private client / high net worth leads for Yieldstreet’s investment platform
• Deliver investor education to maximize investor understanding of Yieldstreet’s investment thesis and specifics on individual funds and investments
• Develop high value relationships with investor-first oriented education and amazing client service
• Engage private client leads at YS sponsored events - some travel required
• Support onboarding and account configuration for select clients

What you'll need:

• 3-5 years of business development, investor relations, or customer service within financial services
• Sales and/or 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 65 or Series 7 and 66

Compensation:

• HIRING SALARY RANGE: $90,500 - $120,000 (Actual salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.) Compensation package also includes bonus and equity.