Yieldstreet

Yieldstreet

Director, Investor Services

New York, NY · Director

Sponsorship not specified$170k-$190kDetected 5 hours ago
SalesforceCRMBusiness DevelopmentCustomer SupportIntercomLeadershipCommunication

Stay score

odds of building a lasting career here

59Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds (Level IV)94
Fits your clock70

Sponsors, but it's cap-subject — you still face the weighted lottery (~61% per draw at Level IV). Good if you win; have a cap-exempt backup on your list.

Lottery odds assume a STEM candidate.

Personalize to your clock →

Community outcomes

No reports yet — be the first to help the next applicant.

About the role

  • The Director, Investor Services sits within Marketing and oversees the Investor Services team, managing 5-10 direct reports within it.
  • Oversee day-to-day broker-dealer activities, including onboarding, accreditation, and recommendations, refreshing supervisory processes with Compliance and Business Operations.
  • Coordinate with Legal and Compliance on investor-facing communications and respond to sales and business development compliance questions.

Responsibilities

  • Supervise day-to-day servicing across all channels and maintain reporting on volume, responsiveness, AI-assisted resolution, and CSAT/CX.
  • Partner with Business Operations to manage the servicing tech stack (Intercom, Salesforce, Calendly).
  • Own escalation and complaint resolution, routing to Legal or Compliance when warranted.

Requirements

  • 10+ years in investor services, client operations, wealth or asset management, alternative investments, or fintech, including 3+ years leading teams.
  • Experience operating in a regulated broker-dealer environment, including supervisory review and accreditation/suitability processes.
  • Strong cross-functional influence, with a track record representing the client voice in company-wide projects.
  • Series 24 required.

Compensation

  • Lead and develop the Investor Services team, setting annual goals and managing growth plans through quarterly reviews.
  • The base salary range for this position is USD 170,000 to 190,000 annually, depending on experience and qualifications.

Benefits

  • Competitive compensation package, including equity
  • Health, dental & vision coverage with FSA/HSA options
  • Commuter benefit
  • Life insurance
  • Wellness stipend
  • This role is eligible for a discretionary bonus and equity compensation as part of the total compensation package.

Company info

  • About Willow Wealth
  • Willow Wealth is a leading platform for private market investing, connecting individual investors with curated opportunities across real estate, private credit, private equity, and more.
  • Founded in 2015, the platform has grown to serve more than 500,000 members with $6.9B+ invested since inception.
  • The company has raised over $250M from leading institutional investors, such as Redbird, Tarsadia, Mayfair, StepStone, and Edison Partners.
Apply directly at Yieldstreet →Create a free account for alerts like thisView Yieldstreet immigration profile

This listing is sourced directly from Yieldstreet's careers page and normalized into a canonical job model.