Manager, Private Client Group
2 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.
-
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 Bank
2 weeks ago
New York, New York, United States tapwage Full timeWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of...
-
Client Implementation Specialist
4 weeks ago
New York, New York, United States Arch Full timeOur Company Private investments such as venture capital, hedge funds, and private equity make up roughly 25% of the entire investments universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy email boxes. Not only is this tedious and time consuming, but it is...
-
New York, New York, United States Alpha Medical Group Full timeWell-established, physician-owned and managed multi-specialty group seeks GI due to area growth and demand. Large multispecialty office with brand new Endoscopy suite. Support services provided by parent group with over 40 medical specialties and substantial primary care referral base. Group offers competitive base compensation, incentives, employed or...
-
New York, New York, United States Alpha Medical Group Full timeWell-established, physician-owned and managed multi-specialty group seeks an ENT. General or Facial Plastics welcome. Assume the patient panel of a retiring physician. High volume, two office practice. Have cross coverage for call with another local practice. Support services provided by parent group with over 40 medical specialties. Group offers competitive...
-
New York, New York, United States Alpha Medical Group Full timeWell-established, physician-owned and managed multi-specialty group seeks full time Internist to assume ready-made patient panel. Join several Primary Care Physicians. Support services provided by parent group with over 40 medical specialties. Group offers competitive base compensation, incentives, employed or partnership track and very extensive benefit...
-
New York, New York, United States Alpha Medical Group Full timeWell-established, physician-owned and managed multi-specialty group seeks Non-Invasive Cardiologist due to area demand and expansion. Call approximately 1:3. Office located in large multi-specialty office. Support services provided by parent group with over 40 medical specialties and substantial primary care referral base. Group offers competitive base...
-
New York, New York, United States Alpha Medical Group Full timeWell-established, physician-owned and managed multispecialty group seeks full time Internal Medicine to join their growing primary care service. This is an opportunity to assume a full patient panel for a physician relocating out of the area. 100% outpatient. Phone call only. Support services provided by parent group with over 40 medical specialties. Group...
-
New York, New York, United States Alpha Medical Group Full timeWell-established, physician-owned and managed multi-specialty group seeks GI with IBD focus due to retirement and area growth. IBD training or focus highly preferred. Large multi-specialty office with brand new Endoscopy Suite. Support services provided by parent group with over 40 medical specialties and substantial primary care referral base. Group offers...
-
New York, New York, United States Alpha Medical Group Full timeWell-established, physician-owned and managed multi-specialty group seeks Endocrinologist due to a physician retirement and demand. Join two other Endocrinologists who practice out of two offices. Endocrinologists enjoy their own time-share and call-pod arrangement. Support services provided by parent group with over 40 medical specialties and substantial...
-
New York, New York, United States Alpha Medical Group Full timeWell-established, physician-owned and managed multi-specialty group seeks Neurologist due to demand and expansion. Strong internal referral base from extensive primary care and specialty physician team. Support services provided by parent group with over 40 medical specialties and substantial primary care referral base. Group offers competitive base...
-
New York, New York, United States Alpha Medical Group Full timeWell-established, physician-owned and managed multi-specialty group seeks full time Family Physician to join their growing primary care service. This is an opportunity to assume a full patient panel for a physician relocating out of the area. 100% outpatient. Phone call only. Support services provided by parent group with over 40 medical specialties. Group...
-
Senior Private Market Due Diligence Analyst
3 weeks ago
New York, New York, United States Bank of America Full timeJob Description:The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on...
-
Private Showroom Assistant
2 weeks ago
New York, New York, United States Safiyaa Full timeFounded in 2011 by Daniela Karnuts, Safiyaa is a demi-couture brand that celebrates natural confidence and unwavering femininity with client focused technology innovation at its forefront. Safiyaa is dedicated to creating a unique, personal, and all-around enjoyable shopping experience for the dynamic modern woman. Sustainability and craftsmanship lie at the...
-
New York, New York, United States International Rescue Committee Full timeThe International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, economic wellbeing, and power to people devastated by conflict and disaster. Founded in 1933 at the call of Albert Einstein, the IRC is one of the world's largest international humanitarian non-governmental organizations...
-
Associate – Private Equity Fund Accounting
4 weeks ago
New York, New York, United States IQEQ Full timeJob Description You will be working directly with leading private equity and hedge fund firms in the alternative asset industry under the guidance and direction from our experienced team of industry veterans. You will be facilitating our service offering by assisting, performing, and reviewing the following: Associate RoleSupport IQEQ client leads on...
-
New York, New York, United States Alpha Medical Group. Full timeGrowing private practice is seeking an Orthopedic Spine surgeon to join them. Join nine other physicians in this private equity backed group. The incoming physician will enjoy having block surgical time on Monday's. The incoming physician can build this practice to be 100% Spine. Initial call is 1:4. Call is paid call. This is an Equity partnership...
-
New York, New York, United States Alpha Medical Group Full timePrivate practice located on Long Island is seeking an Orthopaedic Spine Surgeon. A candidate licensed in New York with a quick start date is preferred. The new physician will ramp up their Spine practice very quickly. This is a partnership track position. Compensation package includes salary with highly incentivized bonus plan, 2-year partnership track, paid...
-
Client Relationship Associate
2 weeks ago
New York, New York, United States Robert Half - US Full timeResponsibilities:Assists the firm's Wealth Advisors in servicing the needs of clients, often serving as the first point of communication Continually develop and strengthen relationships with clients Provide timely and accurate responses to operational and administrative client inquiries Accurately and completely prepare and facilitate all account paperwork...
-
Private Credit Associate
4 weeks ago
New York, New York, United States Selby Jennings Full timeWe have a current opportunity for a Private Credit Associate with a strong lower middle market firm. Our client has a strong reputation for a strong and diverse investment team which provides a unique and competitive advantage to their investment strategies. They are currently $2B AUM with $1B in dry powder ready to deploy. They invest across a variety of...
