Manager, Private Client Group
3 weeks ago
About the Role
Yieldstreet’s Private Client team is focused on supporting high-net-worth individuals and corporate executives interested in investment opportunities offered on Yieldstreet. As a Manager on the PCG Team, you will lead a team of 4-6+ PCG Associates and play a critical role in shaping Yieldstreet's Private Clients' 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.
The ideal candidate would have a passion for Yieldstreet’s mission of helping investors Realize Their Next Level. You recognize the need for more people to invest beyond the stock market and access alternative investments. You want to help investors get started on their journey with Yieldstreet.
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.
This role will be based out of the NYC office and requires being located within a commutable distance. You should expect to be in the office 3 days per week.
What you'll do:
- Develop people, plans and strategies to enable teams to achieve and exceed assigned goals. Improve the performance of other personnel where necessary
- Cultivate junior team members, their individual skills, and their attainment of excellent client outcomes and overall excellence. Provide coaching, counseling, and direction to direct reports
- Receive escalation requests from junior team members and, in concert with them, deepen client relationships, resolve client needs, and provide white-glove customer experiences
- Partner with cross-functional teams to manage the forward offering calendars, pipelines, and performance reporting
- Ensure that all teams utilize the CRM and other sales engagement and enablement tools, and implement an audit procedure to ensure compliance, where appropriate
- 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
What you'll need:
- 8+ years of sales leadership experience, including sales management experience within the financial services field, particularly in asset or wealth management.
- A proven ability to manage a sales team in a multi-product and service environment
- Sales and/or client facing presentation skills
- Experience meeting and exceeding metrics driven performance indicators
- 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
- Recognized as an individual with outstanding leadership skills, professionalism, and business planning and execution capability
Bonus points for:
- Experience in alternative investments
- Prior work history in fintech or a fast growing start-up
- Familiarity with Salesforce CRM, Outreach IO and data management tools
About Yieldstreet
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.
What’s in it for you:
Competitive compensation packages including equity
Health, dental & vision coverage with FSA/HSA options
Unlimited PTO
401k Match
Learning and Development stipend
Wellness credit
Paid lunch once a week
Commuter benefit
Life insurance
Sabbatical
Summer Fridays
Compensation:
- HIRING SALARY RANGE: $150k+ (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 generous, bonus, benefits and equity.
-
Manager, Private Client Group
2 weeks ago
New York, United States Yieldstreet Full timeAbout the Role Yieldstreet's Private Client team is focused on supporting high-net-worth individuals and corporate executives interested in investment opportunities offered on Yieldstreet. As a Manager on the PCG Team, you will lead a team of 4-6+ PCG Associates and play a critical role in shaping Yieldstreet's Private Clients' first interactions with the...
-
Manager, Private Client Group
3 weeks ago
New York, United States Yieldstreet Full timeJob DescriptionJob DescriptionAbout the RoleYieldstreet's Private Client team is focused on supporting high-net-worth individuals and corporate executives interested in investment opportunities offered on Yieldstreet. As a Manager on the PCG Team, you will lead a team of 4-6+ PCG Associates and play a critical role in shaping Yieldstreet's Private...
-
Manager, Private Client Group
6 days ago
New York, NY, United States Yield Street Full timeAbout the Role Yieldstreet’s Private Client team is focused on supporting high-net-worth individuals and corporate executives interested in investment opportunities offered on Yieldstreet. As a Manager on the PCG Team, you will lead a team of 4-6+ PCG Associates and play a critical role in shaping Yieldstreet's Private Clients' first interactions with the...
-
Private Client Sales Managers
3 weeks ago
New York, New York, United States myGemma Full timePrivate Client Sales ManagersmyGemma is on the lookout for Private Client Sales Managers to join our New York sales team.About the role:If you love luxury goods and relationship building and have an extensive client base of luxury this position could be for youWe are looking for people to generate private shopping appointments and events in myGemma's new...
-
Private Client Sales Managers
4 weeks ago
New York City, United States myGemma Full timePrivate Client Sales Managers myGemma is on the lookout for Private Client Sales Managers to join our New York sales team. About the role: If you love luxury goods and relationship building and have an extensive client base of luxury shoppers…then this position could be for you! We are looking for people to generate private shopping...
-
NEW YORK, United States Kering Group Full timeWe are currently seeking a Private Client Advisor who will report to the Store Manager as part of our dynamic team in our Madison Avenue Flagship. The Private Client Advisor is entrusted with the mission to build strong and long-term relationships wi Client Advisor, Retail Sales, Advisor, Private, Store Manager, Client, Banking
-
Client Relationship Team Manager
9 hours ago
New York, United States Capital Group Companies Full time“I can succeed as a Client Relationship Team Manager at Capital Group.” As CRT Manager, you will lead a team that anticipates, facilitates, and advances client servicing and Private Wealth prospecting and sales efforts. In this role, you are responsible for developing and maintaining a strong, collaborative team environment, coaching and mentoring...
-
Senior Tax Manager
1 day ago
New York, NY, United States CyberCoders Full timeDallas, TX • Chicago, IL • New York, NYRemote Available Full-time $170,000.00 - $230,000.00Posted 05/14/2024We are a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions....
-
Tax Manager
2 weeks ago
New York, United States Weaver Full timeThe Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all...
-
Executive Assistant GREAT BOSS
1 week ago
New York, United States Private Equity Full timeJob DescriptionJob DescriptionSupport dynamic Managing Director and 3 team membersCoordinate logistics for domestic/international travel; prepare detailed itineraries/agendas - coordinate car service. arrange flights, trains, hotels, and car rentals/serviceMaintain contact database of clients, investors, attorneysOrganize meetings, primary gatekeeper; screen...
-
New York, United States Kering Group Full timeSummary Bottega Veneta - Inspiring individuality with innovative craftsmanship since 1966. Under the direction of Matthieu Blazy creativity lies at the heart of all that we do. Born in Vicenza the house is rooted in Italian culture yet maintains a truly global outlook. An inclusive brand with exclusive products Bottega Veneta is as much of a feeling as it...
-
Senior Private Client Associate
7 hours ago
New York, United States East West Bank Full timeIntroduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...
-
NEW YORK, United States Kering Full timeWe are currently seeking a Private Client Manager who will report to the East Coast VP of Retail:The Private Client Manager will lead the Client Relations efforts for our Madison Avenue Flagship, with the overall objective of strengthening the store Manager, Private, Client Relations, Relationship, Client Advisor, Retail, Business Services
-
Private Client Relationship Manager
5 days ago
New York, United States Citizens Financial Group, Inc. Full timeAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with p Relationship Manager, Client Relations, Relationship, Manager, Bilingual, Private, Business Services
-
Private Equity Valuations
1 week ago
New York, United States Blackstone Group Full timeBlackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1 trillion in assets under management include...
-
Client Solutions Group/Commodities
2 weeks ago
New York, United States ING Group Full timeFinancial Markets| Client Solutions Group - Commodities | Director, Americas| New York Financial Markets Client Solutions Group - Commodities, Director, Americas, New York About ING : Ranked #8 on LinkedIn Top Companies in Financial Services Crain's 100 Best Places to Work Ragan's Top Places to Work in 2023In the Americas, ING's Wholesale Banking division...
-
Client Solutions Group/Commodities
2 weeks ago
New York, United States ING Group Full timeFinancial Markets| Client Solutions Group - Commodities | Director, Americas| New York Financial Markets Client Solutions Group - Commodities, Director, Americas, New YorkAbout ING: Ranked #8 on LinkedIn Top Companies in Financial ServicesCrain's 100 Best Places to WorkRagan's Top Places to Work in 2023In the Americas, ING's Wholesale Banking division offers...
-
Private Company Accounting Manager
3 weeks ago
New York, United States Tandym Group Full timeA consulting firm in New York City is actively seeking a self-motivated and analytical professional to join their staff as their new Private Company Accounting Manager. In this role, the Private Company Accounting Manager will prepare and review financial statements for both the public and private sector including disclosures for audit, review and...
-
Tax Senior Manager
2 weeks ago
New York, United States Weaver Full timeThe Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all...
-
Director, Client Development
2 weeks ago
New York City, United States Chronograph Full timeOverview Chronograph was founded to bring next-generation technology to private capital markets. Through our suite of cloud-based analytics and data management solutions, we help many of the world's largest and most sophisticated venture capital, private equity, and credit funds understand their investment performance in unprecedented detail, with over $20...
