Yieldstreet
Associate, Investor Support
New York, NY
Sponsorship not specified$85k-$95kDetected 22 days ago
Collaboration
About the role
- You will work directly with sophisticated investors to review portfolio performance, understand reporting, navigate the platform, and resolve nuanced investment-related questions with clarity and confidence.
- This is a high-impact, client-facing role measured by customer experience, retention, and consistency of execution, and requires close collaboration with sales, marketing, operations and product teams.
Responsibilities
- Willow Wealth is seeking an Investor Support Associate to join our team, serving as a key point of contact for high-net-worth clients with complex private market portfolios.
- We partner with experienced investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short-term notes, and more.
- About the Role Willow Wealth is seeking an Investor Support Associate to join our team, serving as a key point of contact for high-net-worth clients with complex private market portfolios.
Requirements
- Team members are expected to develop a strong understanding of private markets, asset classes, and broader market dynamics to contextualize performance and reinforce investor confidence.
Compensation
- The base salary range for this position is USD 85,000 to 95,000 annually, depending on experience and qualifications.
Benefits
- All of our offerings are curated and vetted by our team to help investors diversify away from the stock market.
- This role is eligible for a discretionary bonus and equity compensation as part of the total compensation package.
Company info
- We believe that private markets investment products should be a fundamental part of your portfolio.
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