Client Consultant

3 weeks ago


New York, New York, United States YieldStreet Full time
About the Role

Yieldstreet is seeking a Client Consultant to join our Private Client Group (PCG). The PCG team focuses on supporting high net worth individuals and corporate executives interested in investment opportunities on Yieldstreet. As a Client Consultant, you will be responsible for growing and managing relationships with existing key clients and engaging with potential new members.

Key Responsibilities:
  • Educate investors to enhance their understanding of Yieldstreet's investment strategy and individual fund details.
  • Leverage consultative selling techniques to understand clients' needs and provide tailored investment solutions.
  • Build and nurture high-value relationships by delivering investor-focused education and exceptional service.
  • Proactively engage existing clients with regular outreach to maintain strong relationships and identify new opportunities to grow assets under management.
  • Meet with private clients at Yieldstreet-sponsored events, requiring some travel.
Requirements:
  • 3-5 years of experience in business development, investor relations, or customer service within financial services.
  • 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.
  • Experience meeting and exceeding metrics-driven performance indicators.
  • Ability to work well under pressure in a dynamic, high-growth environment.
  • Effective communication and interpersonal skills to interact with new prospects, investors, departments, and stakeholders.
  • Ability to navigate cross-functionality and collaborate towards great client outcomes.
Bonus Points:
  • Experience in alternative investments.
  • Prior work history in fintech or a fast-growing start-up.
  • Series 65 or Series 7 and 66 certifications.
About Yieldstreet

Yieldstreet is the leading private market investment platform, unlocking access to make alternative investments easier than ever. 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. Our team is comprised of successful entrepreneurs with combined exits of over $1B, and we offer a hybrid work environment with flexibility to work remotely a few days per week.

What's in it for you:
  • Competitive compensation packages including equity.
  • Health, dental, and 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.

  • Client Consultant

    5 days ago


    New York, New York, United States Yieldstreet Full time

    Job Title: Client ConsultantAbout the Role:We are seeking a highly skilled Client Consultant to join our Private Client Group (PCG) team at Yieldstreet. As a Client Consultant, you will play a critical role in shaping the interactions between our private clients and the Yieldstreet platform. Your primary responsibility will be to grow and manage...

  • Client Consultant

    2 weeks ago


    New York, New York, United States Yieldstreet Full time

    Job Title: Client ConsultantAbout the Role:We are seeking a highly motivated and experienced Client Consultant to join our Private Client Group (PCG) team at Yieldstreet. As a Client Consultant, you will play a critical role in shaping the interactions between our private clients and the Yieldstreet platform, driving core growth metrics through education,...

  • Client Consultant

    2 days ago


    New York, New York, United States YieldStreet Full time

    About the RoleYieldstreet is seeking a highly skilled Client Consultant to join our Private Client Group (PCG). The PCG team is dedicated to supporting high net worth individuals and corporate executives interested in investment opportunities on our platform. As a Client Consultant, you will be responsible for growing and managing relationships with existing...


  • New York, New York, United States Third Bridge Full time

    Job DescriptionThird Bridge is a market-leading investment research firm that provides integrated solutions for top investors and business leaders. We're seeking a highly motivated and detail-oriented Associate to join our Consulting Clients team.Key ResponsibilitiesWork closely with clients to understand their research needs and deliver high-quality...


  • New York, New York, United States Omega Innovations Full time

    About Omega Innovations:We are a leading management consulting firm that provides comprehensive services to our clients in the areas of tax consulting, auditing, and legal consulting. Our team of experts works collaboratively with our partners to deliver high-quality solutions to our clients.What We Offer:A dynamic and supportive work environmentA...


  • New York, New York, United States Omega Innovations Full time

    About Omega Innovations:We are a leading management consulting firm that provides comprehensive services to our clients in the areas of tax consulting, auditing, and legal consulting. Our team of experts works collaboratively with our partners to deliver high-quality solutions to our clients.What We Offer:A dynamic and supportive work environmentA...


  • New York, New York, United States U.S. Bank Full time

    Job DescriptionAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert advice and guidance to help them make informed financial decisions.Key Responsibilities:Build and maintain...


  • New York, New York, United States Etro Fashion USA Full time

    Job OverviewThe Luxury Client Consultant at Etro Fashion USA embodies the brand's values and is pivotal in enhancing the store's sales achievements. This role requires a sales expert in the premium goods industry who excels in representing the corporate identity, possesses in-depth knowledge of Etro products, and prioritizes customer satisfaction and...


  • New York, New York, United States Etro Fashion USA Full time

    Position OverviewThe Luxury Client Consultant at Etro Fashion USA embodies the brand's values and plays a crucial role in enhancing the store's sales performance. This individual is a seasoned sales expert in the luxury sector, dedicated to promoting the brand's image while ensuring exceptional customer satisfaction and loyalty.Key ResponsibilitiesSales...


  • New York, New York, United States Omega Innovations Full time

    About Omega InnovationsWe are a dynamic and innovative company that provides comprehensive services to our clients in the areas of tax consulting, auditing, and legal consulting. Our team of experts works collaboratively to deliver high-quality solutions that meet the unique needs of each client.What We OfferA challenging and rewarding work environment with...

  • Data Analyst

    5 days ago


    New York, New York, United States Nielsen Full time

    Job Title: Client Consulting AnalystWe are seeking a highly motivated and detail-oriented Client Consulting Analyst to join our team at Nielsen. As a Client Consulting Analyst, you will play a critical role in leading client relationships with our advertiser, publisher, and TV clients in the CPG, OTC & Retail industries.Responsibilities:Interact with junior...


  • New York, New York, United States CHEQ Full time

    About CHEQ:CHEQ stands as the global frontrunner in Go-to-Market Security, safeguarding over 15,000 clients globally against threats such as bots, fraudulent users, and cyber attacks.With our award-winning cybersecurity solutions, CHEQ provides a comprehensive suite of tools designed to secure every stage of the customer journey, from paid marketing...


  • New York, New York, United States CHEQ Full time

    About CHEQ:CHEQ stands as the premier authority in Go-to-Market Security, safeguarding over 15,000 clients globally against threats such as bots, fraudulent users, and cyber intrusions.Utilizing award-winning cybersecurity innovations, CHEQ provides a comprehensive array of solutions designed to secure every phase of the marketing funnel, from paid campaigns...


  • New York, New York, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a vital role in building strong relationships with our customers, providing personalized guidance and support to help them achieve their financial goals.Key ResponsibilitiesClient Engagement: Develop and maintain strong...


  • New York, New York, United States Datamaran Full time

    Client Advisor, USReporting to: VP of Client Success and PartnershipsLocation: New York City, NY (hybrid)Key Responsibilities:Stakeholder Engagement: Serve as the primary point of contact between clients and internal departments, ensuring clear communication and managing expectations.Project Oversight: Manage project schedules and deliverables, guaranteeing...


  • New York, New York, United States Armani Group Full time

    Position: Luxury Fashion Client ConsultantCompany Overview: Giorgio Armani stands as a prominent name in the global fashion and luxury sector, renowned for its exceptional quality and elegance. With a presence in over 60 countries, the brand offers a diverse array of products under its esteemed labels.The Armani Group is excited to unveil a new men's...


  • New York, New York, United States Armani Group Full time

    Position: Luxury Fashion Client ConsultantCompany Overview: Giorgio Armani stands as a distinguished leader in the global fashion and luxury sector. With a remarkable presence across more than 60 countries, the brand offers an extensive array of products under its renowned labels.The Armani Group is excited to unveil a new men's boutique, aiming to elevate...


  • New York, New York, United States Armani Group Full time

    Position: Luxury Retail Client ConsultantCompany Overview: Giorgio Armani stands as a distinguished leader in the global fashion and luxury sector. With a vast network of boutiques across more than 60 nations, the brand offers an extensive array of products under its prestigious labels.The Armani Group is excited to unveil a new men's boutique, marking a...


  • New York, New York, United States Armani Group Full time

    Position: Luxury Fashion Client ConsultantCompany Overview: Giorgio Armani stands as a premier name in the global fashion and luxury sector, renowned for its extensive network of boutiques across more than 60 countries, showcasing a diverse array of esteemed brands.The Armani Group is excited to unveil a new men's boutique, marking a significant expansion in...


  • New York, New York, United States Armani Group Full time

    Position: Luxury Fashion Client ConsultantCompany Overview: Giorgio Armani stands as a prominent figure in the global fashion and luxury sector, recognized for its exquisite offerings and prestigious brand identity. With a vast network of boutiques across more than 60 nations, the brand presents a diverse array of products under its esteemed labels.The...