Private Client Group Specialist, YieldStreet
$65-74.8k
Compensation package also includes generous, bonus, benefits and equity.
Private market investment platform
Job no longer available
Private market investment platform
201-500 employees
Job no longer available
$65-74.8k
Compensation package also includes generous, bonus, benefits and equity.
201-500 employees
Company mission
To make it easier than ever to get started with private market alternatives.
Role
Who you are
- Bachelor’s degree
- Up to 3 years of prior work experience in a relevant field 6+ months of prior outbound sales experience
- Strong organizational skills and the ability to track and manage volume sales activities
- Experience with cold prospecting and meeting monthly quotas
- Proven track record of hitting or exceeding sales targets
- Effective persuasion, relationship management, and interpersonal skills
- Ability to operate comfortably and effectively in a fast-paced, team-oriented environment with a positive attitude and strong work ethic
- Demonstrated expertise in communication, active listening, and applied empathy and therefore proficiency in addressing and overcoming objections
- Interest in sales within the investment management / financial services industry
- Commercial insight plus an ability to exercise discretion with respect to highly confidential / sensitive information
- Integrity, high ethical standards, and sound judgment
- Intellectual curiosity and the desire to grow
What the job involves
- Be a part of a fast-growing team dedicated to broadening and deepening our investor base. PCG Specialists are the fintech equivalent of a Sales Development Representative
- Develop relationships and partnerships with our newest clients and prospects
- Collect feedback from our prospects/customers and maintain and update data within Salesforce
- Hit outreach activity KPIs using different communication channels such as phone calls, email, video conference, and social media
- Participate in and help organize events meant to engage new clients for Yieldstreet
- Prospect and generate leads that directly impact the wider organization
- Work alongside seasoned PCG Associates (our Account Executives) to develop strategies to onboard and integrate prospects and accounts at Yieldstreet
- Collaborate with product marketing, demand generation, and other cross functional teams to boost Yieldstreet’s overall early-stage investor strategy
- Qualify prospects to ensure the highest value prospects and investors are meeting with the PCG Associates
- Support event marketing and / or play a lead role in organizing and executing events, dinners, webinars etc
- Master techniques of the Consultative Selling Process to move prospects, qualify leads, and enable investment at Yieldstreet
- Leverage tools like Salesforce, Groove, Zoominfo, and Sales Navigator to build a book of business
- Maintain a prospect database, updated product messaging, and support materials
- Both lead and assist with call campaigns, both during normal associate hrs and West-coast-friendly times of day
- Develop ongoing financial acumen as it pertains to the complexities of the alternative investment industry and private debt/equity markets
- Be mindful of your metrics and leveraging data to drive decision making
- Last but not least, meet and exceed your weekly and monthly goals
Our take
Open banking and other innovations within the financial sector have seen a rise in Fintechs providing mobile investment platforms for individual non-specialist investors. However, investment options are limited to stocks, cryptocurrency, NFTs, options and index funds, whereas investment institutions and professional investors can access alternative private retail markets.
YieldStreet provides a private market investment platform that is accessible to anyone, allowing its users to invest in real estate, private equity, venture capital, and other markets. The company claims that its investment offerings present greater opportunities for generating income and diversifying portfolios, and each asset class is reviewed and analyzed by in-house investment professionals.
Whilst there is no denying that the investment sector is highly saturated with mobile platforms, YieldStreet stands out by providing private market investment offerings, as opposed to standard commercial opportunities. And with recent acquisitions, YieldStreet is further expanding its reach in private markets. Its collaboration with Wilshire Advisors offers institutional-grade investment solutions, while its $280M deal with Octane diversifies its portfolio. These moves reinforce YieldStreet's commitment to broadening access to high-quality investments.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-7% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
Jul 2025
$77m
LATE VC
Jun 2025
$45m
SERIES D
Total funding: $354.2m
Company benefits
- Health and wellness: We offer competitive medical, dental, and vision coverage, paid parental leave, a wellness stipend, 401(k) match, and more
- Flexible vacation: We offer a flexible vacation policy so you can take the time you need to recharge
- Hybrid workplace: most teams work from an office three days a week. We end work early on Fridays in the summer to get a jump start on the weekend
Company HQ
Midtown East, New York, NY
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