Yieldstreet
We empower investors to grow their wealth outside of the stock market through private market alternatives.
Specialty Finance Marketplace • Investment Services • Start Up • Fin.Tech • Investment Management
51 - 200
Sales Manager, Private Client Group
May 18
🏢 In-office - Manhattan
Yieldstreet
We empower investors to grow their wealth outside of the stock market through private market alternatives.
Specialty Finance Marketplace • Investment Services • Start Up • Fin.Tech • Investment Management
51 - 200
Description
• 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
Requirements
• 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
Benefits
• 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
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