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High Net Worth Investor Success Manager
Yieldstreet, United States
Experience
1 Year
Salary
Job Type
Job Shift
Job Category
Traveling
No
Career Level
Telecommute
No
Qualification
As mentioned in job details
Total Vacancies
1 Job
Posted on
Jan 17, 2022
Last Date
Feb 17, 2022
Location(s)
Job Description
About the role:Yieldstreet is looking to hire its first Manager for a newly forming High Net Worth (HNW) Investor Success (IS) team. The IS Manager is responsible for building and managing a team focused on supporting high net worth individuals and corporate executives interested in investment opportunities offered on Yieldstreet. The team will manage relationships with existing key clients and engage potential new members. The position is ideal for candidates who are seeking to leverage their proven financial services industry expertise with a specific focus on Wealth Management, alternate investments and specialty finance and build a high performance client focused team to support the role.What you'll do:- Establish the playbook, process and workflows for the newly formed Investor Services team to engage with high networth individuals
- Build the right team over the next 12 months to drive positive NPS and deliver positive client outcomes
- Manage and motivate a team to key performance indicators
- Generate high networth 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.
- Support onboarding and account configuration for select clients
- Product Knowledge: Candidates must have good general knowledge of the relevant financial instruments and must be able to quickly learn the details of our core investment offerings.
What you'll need:- 3-6 years of Private Wealth Management, Investor Relations or HNW sales experience
- Ability to build, manage and motivate a small team focused on great client outcomes and white glove service
- Motivated, self-starter with aptitude for hard work
- Sales and polished presentation skills
- Experience meeting and exceeding metric driven KPI's
- Works well under pressure in a dynamic high growth environment
- Ability to navigate cross functionality and 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
- Strong product experience and a knowledge/understanding of the competitive landscape in wealth management and the alternative investment space a big plus
- Previous experience or knowledge of CRM tools such as Salesforce to log and track client interactions and pipeline
About Yieldstreet
Yieldstreet is building the largest global digital wealth management platform to change the way wealth is created. With an investor-first approach, our investor community builds a diversified portfolio of investments outside of the stock market to generate passive income. Yieldstreet is giving unprecedented access to asset classes such as Real Estate, Marine, Legal, Art amp; Private Business Credit. We’re headquartered in New York City with offices in Brazil, Argentina, Malta and Greece.
Benefits
We offer an attractive market compensation and benefits package including a stock option plan, health, dental amp; vision benefits, life insurance, unlimited paid vacation, sabbatical and paid holidays and that's before you even step in the office!
This is an opportunity to work with a group of diverse, smart, and friendly people from 8 different countries who speak a total of 17 different languages. Our team is composed of successful entrepreneurs with combined exits of over $2B, and we continue to stay social during the pandemic with virtual social hours, exercise classes, meditation sessions, recipe sharing and so much more!
Yieldstreet is proud to be an equal opportunity employer. We celebrate diversity and are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates without discrimination or harassment based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Job Specification
Yieldstreet
Information Technology and Services - San Jose, United States