Director, Investor Services & Client Experience

Yieldstreet Inc.; New York (NY); On-site; USD 170,000 - 190,000; Full time

Benefits offered by this job

Equity

Health coverage

Unlimited PTO

Life insurance

Wellness stipend

Job summary

Yieldstreet Inc. in New York, NY is seeking a Director of Investor Services to lead a team of 5–10 professionals and drive exceptional service across onboarding, support, and broker-dealer operations.

This role partners with legal, compliance, engineering, and operations to design scalable processes, oversees reporting, and shapes investor communications, leveraging Intercom, Salesforce, and Calendly. Series 24 is required; base salary range USD 170k–190k with discretionary bonus and equity.

Qualifications

• 10+ years in investor services, client operations, wealth or asset management, or fintech.
• 3+ years leading teams in a regulated setting.
• Hands-on ownership of servicing/CRM platforms (Intercom, Salesforce, Calendly).
• Strong analytical skills; comfortable building models and working with CRM/BI data.
• Series 24 required; candidates with Series 7 may be hired with 24 in 45 days.

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).
• Oversee broker-dealer activities including onboarding, accreditation, and recommendations, with Compliance and Legal.
• Coordinate with Legal and Compliance on investor-facing communications and respond to questions.
• Own escalation and complaint resolution, route to Legal/Compliance when warranted, and ensure data integrity.
• Lead and develop the Investor Services team, set annual goals, and run monthly reviews and reporting decks.

Skills

Investor services

Team leadership

Broker-dealer experience

CRM/BI analytics

Cross-functional influence

Series 24

Tools

Intercom

Salesforce

Calendly

Job description

Yieldstreet Inc. in New York, NY is seeking a Director of Investor Services to lead a team of 5–10 professionals and drive exceptional service across onboarding, support, and broker-dealer operations.

This role partners with legal, compliance, engineering, and operations to design scalable processes, oversees reporting, and shapes investor communications, leveraging Intercom, Salesforce, and Calendly. Series 24 is required; base salary range USD 170k–190k with discretionary bonus and equity.