Investor Success Associate
About the Role
YieldStreet is hiring an Investor Success Associate to join our incredible team. As an Investor Success (IS) Associate you are the “face” of YieldStreet, and play a critical role in representing the company to our investor base. You will interact with our investors daily to aid them in getting familiar and set up on the YieldStreet platform. The IS Associate is responsible for providing world class service and an unparalleled investor experience.
The ideal candidate would have a passion for YieldStreet’s mission of helping investors Realize Their Next Level. You recognize the need for more people to access alternative investments and want to utilize your knowledge to help investors understand the ins and outs of our platform.
What you'll do:
- Create an amazing client experience by establishing high value relationships with YieldStreet’s investor base
- Stay on your toes in a fast paced environment by responding to inbound investor questions
- Collaborate closely with product, content and marketing teams to communicate the “pulse” of the investor base - what’s going well and where can we improve?
- Analyze our investor base utilizing Salesforce and other data to gain further insights into how we can better communicate or improve our investing journey
- Own investor onboarding activities like accreditation approval and IRA account set-up
What you’ll need:
- 1-2 years of Private Wealth Management or Investor Relations experience preferred
- BS/BA degree in Business, Finance, Economics or Marketing from a reputed university
- Motivated, self-starter with aptitude for hard work
- Excellent verbal and written communication skills, detail oriented and works well under pressure
- Strong Interpersonal and relationship building skills, ability to interact with and grow a highly successful client base via email
Bonus points for:
- Experience with Zendesk and/or Salesforce CRM
- Understanding of the competitive landscape in fintech and/or the alternative investment space
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 & Commercial. 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 competitive base salary, bonus opportunity, stock option plan, health, dental & vision benefits, life insurance, 401(k) match, 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 comprised of successful entrepreneurs with combined exits of over $1B, and we get social with each other during happy hours, exercise classes and team off sites in our work hard/play hard culture. We're located in a beautiful new office in Midtown, our building is close to most major subway lines.