Client Consultant, Private Client Group at Yieldstreet

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

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
Experience in alt investments (bonus)

Responsibilities

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 exceptional service
Proactively engage existing client base with regular outreach to maintain strong relationships and identify new opportunities to grow AUM
Meet with private clients at YS sponsored events – some travel required
Grow and manage relationships with existing key clients and engage with potential new members
Shape private client interactions with the platform and drive core growth metrics through education, relationship building, and outbound member engagement
Interact daily with investors to aid them in getting familiar with investments and comfortable investing further on the Yieldstreet platform
Work collaboratively with the Investor Relations team and multiple stakeholders including Investments, Marketing, and Product teams

Skills

Key technologies and capabilities for this role

Consultative SellingRelationship ManagementInvestor EducationOutbound EngagementAlternative InvestmentsClient AdvisoryFintech

Questions & Answers

Common questions about this position

Is this position remote or onsite?

The position is onsite in the NY office.

What is the salary for this Client Consultant role?

This information is not specified in the job description.

What experience and skills are required for this role?

Candidates need 3-5 years of business development, investor relations, or customer service in financial services, along with sales and client-facing presentation skills, strong interpersonal and relationship building skills, and the ability to work under pressure in a high-growth environment.

What is the company culture like at Yieldstreet?

Yieldstreet fosters a collaborative, high-growth fintech environment where you work with teams like Investor Relations, Investments, Marketing, and Product, in a dynamic setting focused on empowering investors.

What makes a strong candidate for this Client Consultant position?

A strong candidate has 3-5 years in financial services business development or investor relations, proven sales skills, experience exceeding metrics, and excels in relationship building and cross-functional collaboration.

Yieldstreet

Platform for alternative investments access

About Yieldstreet

Yieldstreet provides a platform for individual investors to diversify their portfolios by investing in alternative asset classes such as real estate, private credit, and private equity, which are typically reserved for institutional investors. The company stands out by rigorously vetting investment opportunities, approving only 10% of evaluated deals, ensuring high-quality options for its members. Yieldstreet generates revenue through fees on investments and maintains transparency by publishing returns on matured investments. Its goal is to empower individual investors to access alternative investments that can help them achieve consistent returns.

New York City, New YorkHeadquarters

2015Year Founded

$225.9MTotal Funding

DEBTCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees