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Yieldstreet · 2 months ago

Client Consultant, Private Client Group

New York, NY

Full-time

Hybrid

Mid, Senior Level

$140K/yr - $160K/yr

3+ years exp

Willow Wealth is a leading private market investment platform that is hiring a Client Consultant for their Private Client Group. The role involves supporting high net worth individuals and corporate executives, focusing on relationship management and driving investment activity through education and personalized guidance.

Responsibilities

Drive AUM growth by expanding relationships with existing investors and converting new platform sign-ups into active, long-term clients

Educate investors to enhance their understanding of Willow Wealth’s investment strategy and the details of individual funds and offerings

Leverage consultative selling techniques to understand clients’ needs and provide tailored investment solutions, guiding them through the decision making process

Build and nurture high-value relationships by delivering investor-focused education and expectational service

Proactively Engage your existing client base with regular outreach to maintain strong relationship and identify new opportunities to grow AUM

Qualification

Sales experienceClient relationship managementConsultative sellingSeries 7 licensePrivate markets investmentsPresentation skillsInterpersonal skillsCollaboration skillsWork under pressure

Required

3-7 years of proven sales record within financial services or related fields

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

Works well under pressure in a dynamic, high growth environment

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, ability to interact with and grow a highly successful client base via phone, email and in-person, as needed

Series 7 license

Preferred

Experience with private markets investments

Prior work history in fintech or a fast growing start-up

Series 65 or 66 license

Benefits

Health, dental & vision coverage with FSA/HSA options

Unlimited PTO

401k Match

Commuter benefit

Life insurance

Competitive compensation packages, including equity

Company

Yieldstreet

Yieldstreet has rebranded to Willow Wealth. For current company information, career opportunities, and updates, visit the Willow Wealth LinkedIn page.

Founded in 2015

New York, New York, US

51-200 employees

https://yieldstreet.com

H1B Sponsorship

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2025 (4)

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2020 (3)