Junior Client Strategist New York, United States

Sotheby's International; New York (NY); On-site; USD 67,000 - 72,000; Full time

Job summary

Sotheby’s in New York seeks a Client Strategy assistant to support strategic plans for key clients. The role relies on Excel data extraction and collaboration with Specialist Departments, Regional Offices, Marketing, and Business Intelligence to identify opportunities.

You will help build client profiles, monitor events and travel opportunities, and prepare data for top client reviews. A Bachelor’s degree and at least 3 years in a related role are expected; strong analytical and communication

Qualifications

• Bachelor's Degree required, ideally in relevant area.
• Minimum 3 years of experience in a related role; experience in the art market preferred.
• Excellent analytical, research, and interpersonal skills.
• Team player with positive working rapport with colleagues.
• Superior organizational skills with ability to prioritize multiple tasks.
• Strong knowledge of Sotheby’s or related digital platforms and Excel.

Responsibilities

• Support Client Strategists and specialist departments with research on prospective clients and opportunities.
• Assist with strategic sale-related support, including tailored pre-sale targeting using digital and AI tools.
• Partner with Client Strategists to conduct research for top client reviews and meetings.
• Monitor and share event, travel, and visit opportunities to support client strategies.
• Prepare relevant data for top client reviews and identify gaps and opportunities.
• Review Collector/Rich lists to ensure data accuracy and identify new clients.
• Take meeting minutes and circulate post-meeting action points.
• Ensure accuracy of client information in CRM throughout the year.
• Create briefs, family trees and high-level presentations about key families/clients.
• Identify opportunities to increase cross-departmental transactions across formats.
• Assist in invitation list building for bespoke events and collaborate with Special Events.
• Support reviews of at-risk clients to assess progress.

Skills

Analytical skills

Research skills

Interpersonal skills

Microsoft Excel

Microsoft Word

PowerPoint

Attention to detail

Communication

Data analysis

Teamwork

Education

Bachelor's Degree

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Established in 1744, Sotheby’s promotes access and ownership of exceptional art and luxury objects through auctions, private sales and retail. Our deep expertise across 70 selling categories is supported by a leading technology platform and a global network of specialists spanning 40 countries. Selling categories include Contemporary Art, Modern and Impressionist Art, Old Masters, Chinese Works of Art, Jewelry, Watches, Wine and Spirits and Design, as well as collectible cars and real estate through RM Sotheby’s and Concierge. Sotheby’s Financial Services is a leading art lender and provides capital solutions for collectors around the world, having originated more than $12 billion in loans since its inception. Sotheby’s new global headquarters is now open at the iconic Breuer building at 945 Madison Avenue in New York City.

THE ROLE

Sotheby’s Client Strategy team develops and implements strategies around existing clients and gathers intelligence on key high net worth individuals in order to generate commercial opportunities. Partnering with areas of the business including Specialist Departments, Regional Offices, Marketing, Business Intelligence, Special Events, and other key business units, this team is responsible for spearheading initiatives to maximize Sotheby’s reach within its existing and prospective client base.

The primary responsibility of this role is to support Client Strategy colleagues and specialist teams in the development and execution of strategic plans for key clients. This is an internal non-client facing role which relies on strong Excel skills to extract and manipulate data to inform strategy, combined with the ability to build effective partnerships with colleagues.

Utilizing Sotheby’s external data, this role will support client cultivation efforts with the goal of increasing new client acquisition, improving existing client knowledge, sourcing business, and helping to identify transactional opportunities.

RESPONSIBILITIES

• Support Client Strategists and specialist departments with research on prospective clients and opportunities and bring awareness of advisory business to specialist teams.
• Assist with strategic sale-related support, including tailored pre-sale targeting working with digital and AI tools, researching prospective bidders and supporting post-sale follow-up.
• Partner with Client Strategists to conduct research for top client reviews, team meetings, regional meetings, and key auctions.
• Monitor and share relevant event, travel, and visit opportunities to support the implementation of client strategies.
• Support top client reviews by preparing relevant data and helping identify gaps, progress and opportunities in client portfolios.
• Regularly and systematically review Collector/Rich lists, including Forbes, ArtNews Top 200, real estate listings, and other media to ensure the accuracy of Sotheby’s existing client data and identify potential new clients.
• Support team meetings and internal presentations by taking meeting minutes, paying close attention to action points, and circulating post meeting.
• Ensure the accuracy and integrity of client information in CRM throughout the year.
• Create team meeting briefs, family trees and high-level presentations to provide an overview of key families/clients.
• Assist in identifying opportunities to increase cross-departmental transactions across all formats and platforms including Marketplace, SFS and Private Treaty.
• For bespoke seated events, assist with invitation list building, collaborate with Special Events team, and create client biographies.
• Support the team with regular reviews of “at risk” clients to assess progress of relationships.

IDEAL EXPERIENCE & COMPETENCIES

• Bachelor's Degree required, ideally in relevant area of study/interest.
• Minimum 3 years of experience in a relevant or related role; experience within the art market is preferred but not required.
• Excellent analytical, research, and interpersonal skills with an interest in developing commercial and strategic capabilities.
• Team player with a positive working rapport with colleagues.
• Superior organizational skills with the ability to prioritize multiple tasks with speed and efficiency.
• Strong understanding of or interest in developing knowledge of Sotheby’s or related digital platforms, tools, and technologies (including Microsoft Excel), and a passion for innovation on all fronts.
• Strong working knowledge of Microsoft Excel, Word and PowerPoint.
• Comfortable working with large amounts of evolving data.
• Ability to run basic stats and work through large quantities of data to analyze trends.
• High degree of accuracy and attention to detail, with excellent writing/editing skills.
• Ability to interact professionally and confidently with colleagues across different levels of the organization.

The proposed base salary for this position ranges from $67,000-$72,000. In addition to base salary successful candidates are eligible to receive a discretionary bonus, as well as a competitive benefits package. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered.

The Company is an equal opportunity employer and considers all applicants for employment without regard to race (including, without limitation, traits historically associated with race, such as natural hair, hair texture, and protective and treated or untreated hairstyles), color, creed, religion, sex, sexual orientation, marital or civil partnership/union status, national origin, age, disability, pregnancy, genetic predisposition, 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 characteristic protected by federal, state/province or local law. The Company complies with applicable state and local laws prohibiting discrimination in employment in every jurisdiction in which it operates.