Client Consultant, Private Client Group

Yieldstreet•Dallas, TX

37d

About The Position

Willow Wealth is hiring a Client Consultant for our Private Client Group (PCG). The PCG team is focused on supporting high net worth individuals and corporate executives interested in investment opportunities offered on Willow Wealth. You will be responsible for growing and managing relationships with existing key clients and engaging with potential new members. You’ll play a pivotal role in driving Willow Wealth’s growth by deepening relationships with private clients and turning engagement into measurable investment activity. Through proactive outreach, education, and personalized guidance, you’ll help investors build confidence in the platform and expand their private markets portfolios. This is a revenue-driven role where your ability to connect, influence, and convert interest into action directly contributes to our core growth metrics. You’ll collaborate closely with Customer Support and Onboarding, Investments, Marketing, and Product to deliver a seamless client experience that translates into long-term value for both the investor and Willow Wealth. This is an opportunity to be part of a high-growth fintech company striving to put millions of people on the path towards financial independence. Willow Wealth is creating access to private markets investment opportunities historically unavailable to most individual investors, and the work you do will directly impact this and our mission of empowering investors to grow their wealth outside the stock market by curating private markets offerings from top investment managers, all in one easy-to-use platform.

Requirements

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

Nice To Haves

Experience with private markets investments
Prior work history in fintech or a fast growing start-up
Series 65 or 66 license

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