Client Consultant, Private Client Group at Yieldstreet

Dallas, Texas, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial Services, Alternative InvestmentsIndustries

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

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 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

Skills

Key technologies and capabilities for this role

Business DevelopmentInvestor RelationsCustomer ServiceSalesPresentation SkillsFinancial ServicesRelationship ManagementMetrics AnalysisOutbound EngagementWhite-Glove Service

Questions & Answers

Common questions about this position

Is this role remote or onsite?

This is an onsite position requiring work in the NY Office.

What is the salary for this Client Consultant position?

This information is not specified in the job description.

What experience is required for this role?

Candidates need 3-5 years of business development, investor relations, or customer service within financial services, along with sales and client-facing presentation skills, and strong interpersonal and relationship building skills.

What is the company culture like at Yieldstreet?

Yieldstreet fosters a dynamic, high-growth environment where employees work collaboratively with teams like Investor Relations, Investments, Marketing, and Product, focusing on investor-first service and cross-functional collaboration.

What makes a strong candidate for this position?

A strong candidate has 3-5 years in financial services business development or investor relations, proven ability to meet metrics-driven goals, meticulous white-glove service experience, and excellent relationship-building skills in a high-pressure setting.

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