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Company | Yieldstreet |
Address | New York, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-05-29 |
Posted at | 1 year ago |
Yieldstreet is building our Private Client Group (PCG). The PCG team is focused on supporting
- Deliver investor education to maximize investor understanding of Yieldstreet’s
- Generate private client / high net worth leads for Yieldstreet’s investment platform
- Develop high value relationships with investor-first oriented education and amazing
- Engage private client leads at YS sponsored events - some travel required
- Support onboarding and account configuration for select clients
- 3-5 years of business development, investor relations, or customer service within
- Works well under pressure in a dynamic, high growth environment
- 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
- Interact and communicate effectively with new prospects, investors, departments and
- Experience meeting and exceeding metrics driven performance indicators
- Ability to navigate cross functionality and collaborate towards great client outcomes
- Strong interpersonal and relationship building skills, ability to interact with and grow a
- Series 65 or Series 7 and 66
- Prior work history in fintech or a fast growing start-up
- Experience in alternative investments
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