Sotheby's
Associate, Client Success, Sotheby’s Financial Services
New York, United States · Senior
Sponsorship not specified$75k-$105kDetected 65 days ago
SalesforceCRMValuationLeadershipCommunicationCollaborationTime ManagementPublic SpeakingUnderwriting
Stay score
odds of building a lasting career here
47Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds (Level II)66
Fits your clock70
Sponsors, but it's cap-subject — you still face the weighted lottery (~30% per draw at Level II). Good if you win; have a cap-exempt backup on your list.
Lottery odds assume a STEM candidate.
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About the role
- As an Associate within the Client Success team, you will be a core member of the rapidly growing Sotheby's Financial Services (SFS) team, playing a key role in the underwriting and ongoing management of the U.S. managed SFS portfolio.
Responsibilities
- Critically assess borrower, collateral, and operational risks to develop a holistic view of credit quality and lending risk.
- Lead preparation of credit approval memos for new loans, amendments, and restructurings, clearly articulating transaction structure, credit rationale, key risks, mitigants and overall recommendation.
- Independently liaise with clients to gather necessary supporting documentation (including evidence of ownership/identity, corporate documents, and insurance)
- Manage deals from initial diligence through funding and eventual repayment
- Drive on-time renewals of existing loans
- Identify areas for improvement, and participate in efforts to implement solutions and scale SFS business as needed.
- Manage multiple concurrent transactions and portfolio priorities in a fast-paced environment, balancing competing deadlines while maintaining accuracy and attention to detail.
- Track and manage collateral by coordinating property receipt, releases, viewings, and restoration; interacting with third-party stakeholders including warehouses, shippers, museums, clients, and restorers, as necessary.
- Critical thinker who is able to quickly assess issues and risks and develop effective solutions
Requirements
- Our deep expertise across 70 selling categories is supported by a leading technology platform and a global network of specialists spanning 40 countries.
- Bachelor's Degree
Nice to have
- Professional experience within the art market, automotive industry, or a related institution or business (e.g., auction house, gallery, museum, art advisory, automotive valuation, underwriting, or lending) is preferred.
- Experience with Salesforce, or other CRM solution, is a plus
Compensation
- The proposed base salary for this position ranges from $75,000-$105,000.
Benefits
- Comfortable operating in an entrepreneurial, evolving environment where processes are continuously refined and individuals are expected to take ownership and drive improvements.
Company info
- Organized, reliable, and capable of working well as part of a small team.
Visa & Work Authorization
- tion, genetic information, reproductive health decision, sexual orientation, gender identity or expression, alienage or citizenship status, domestic violence victim status, military or veteran status, or any other charac
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This listing is sourced directly from Sotheby's's careers page and normalized into a canonical job model.