Sr. Product Manager - Wealth Management Solutions at CrowdStreet
Austin, TX, US / Portland, OR, US

We are a growing community of builders, contributing to the next generation of real estate with accessibility, transparency and social responsibility. Our Product Management team is not just seeking passionate builders but fellow adventure seekers as well. Commercial real estate investing is one of the few remaining industries that is still defining the role technology has to play in the business. As the Senior Product Manager - Wealth Management Solutions, you will partner closely with your cross-functional pod and key collaborators to build and scale a new branch of CrowdStreet’s investor offerings, increasing our ability to fulfill the needs of different customers. Through your leadership, CrowdStreet will greatly expand its ability to meet and fulfill the various investing and service needs of our customers, and achieve our commitment to make institutional-quality investing more seamless and accessible. By empowering them with the right expertise and guidance, investors can make well-informed decisions on becoming equity holders in a portion of a business. Let’s build the future of alternative investments for everyone. 

The Success You'll Build: Primary Responsibilities and Impact 

As the Sr. Product Manager - Wealth Management Solutions, you’ll join a progressive and growing Product Management Team. For the first 6 months, you’ll exercise modern, lean product management techniques to incubate and establish the business and technological foundations that will power our Investment & Wealth Solutions business line. As this customer segment grows, your team will be responsible for launching and implementing product initiatives that support the scaling of this business line. Achieving this will require strong partnerships with the Investment & Wealth Solutions Team, as well as Design, Engineering, Data, QA and Marketing. Meanwhile, you’ll be equipping the Investment & Wealth Solutions Team with the necessary tools to help our customers achieve their investing goals, building one city at a time together with CrowdStreet. 

  • Establish a clear vision for the evolution of our managed services and investment products through strong collaboration with the VP of Investment Wealth & Solutions and other team members, your cross-functional pod, and other key stakeholders.
  • Articulate an inspiring product strategy and roadmap that equips your Designers, Engineers and QA team members and collaborators with context and empowers them to tactically achieve desired outcomes with efficiency and quality. 
  • Rapidly discover, test and validate assumptions and attractive ideas in order to confirm that requirements are viable, desirable and feasible.
  • Collaborate with the CTO and VP of Systems, Operations & Integrated Solutions to determine the best “buy” and “build” solutions that will unlock the scalability necessary to achieve revenue goals. 
  • Contribute to the holistic company strategy and roadmap planning to grow the business and expand strategic partnerships.
  • Collaborate and coordinate shared opportunities with fellow product teams to ensure a cohesive, engaging investor experience.
  • Communicate plans, progress, goals and challenges to internal and external stakeholders.
  • Exercise qualitative research, quantitative analysis, and strong judgment and instincts to maximize the outcomes of your team.
  • Evangelize a data-driven mindset and “first team” culture within your cross-functional pod.
  • Model a collaborative and constructive culture of diversity, equity, and inclusion.

The Tools You’ll Use | Our Stack: (if applicable)

  • Project tracking/management - Jira & Asana
  • Quantitative analysis - Looker, Heap & Snowflake
  • Qualitative research - UserTesting.com
  • Workshops & brainstorming - Miro
  • UX collaboration - Figma
  • In-app messaging - Appcues & Hubspot
  • Customer support & content management - Hubspot

The Experiences That Will Help You Succeed:

  • +7 years of product management experience identifying customer needs, prioritizing requests, developing roadmaps, defining requirements and releasing successful software solutions
  • Desired experience being accountable for the P&L of a product line and managing the trade-offs necessary to balance strategic and tactical pressures to both meet short-term financial objectives while guiding long-term strategic growth
  • Customer-centric mindset, charisma, and empathy necessary to listen actively to a customer’s product needs, ask clarifying questions and fully understand use cases
  • Has developed a strong process and methods to ruthlessly translate high-level vision and strategy into clear, tactical action items (with and without the help of your cross-functional team)
  • Experience making grounded decisions and difficult trade-offs, tactfully managing limited resources and team/stakeholder expectations to maximize your team’s outcomes
  • Experience conducting research studies using varying methodologies to assess customer needs, identifying strategic differentiators and determine product development priorities
  • Experience working with Registered Investment Advisors and Wealth Managers
  • Experience delivering products and solutions around funds, SMAs, and their supporting B2C online channels
  • Experience integrating third party software with inhouse applications and technologies

The Competencies You’ll Need:

  • Ability to rapidly clarify complex business needs, establish a go-forward vision, focus the team on a desired end-state and create momentum towards those aligned goals
  • Experience with analyzing and interpreting quantitative and qualitative data to identify clear opportunities
  • Strong empathy and listening skills, able to adapt to different environments and personalities
  • Articulate, concise and inspiring communication skills
  • Strong negotiation and influential skills
  • Experience and comfort managing a large backlog of product requests, defects and strategic initiatives ideally using Jira or a similar tool
  • Hands-on experience in SaaS software development, Agile SDLC  and web technologies
  • Experience managing products for online B2C fintech, financial advisory services, private equity or alternative investments, including integration with investment fund operations and administration
  • BS or MS degree in Business, Computer Science or Engineering
  • Nice-to-have: Experience building up a new product-business line within an organization, fostering it to the point of sustainable growth

The How | Values:

We are a diverse and collaborative organization We are connected and motivated by our common mission and goals:

  • Collaboration: Seek diverse input, engage in healthy discussion, commit to decisions
  • Respect: Treat others with kindness, practice empathy and inclusion, be a positive influence on others
  • Impact: Embrace the entrepreneurial journey, focus on what matters, build something meaningful

Harassment, sexism, racism, bullying, aggression, intolerance & corrosive internal politics are unacceptable. Our values and beliefs are reflected in how we hire, coach, train, lead, reward, recognize and work together as a team.

How to Apply

Please submit your resume via our careers website or the included Greenhouse application. 

Crowdstreet Benefits and Perks

  • BE HEALTHY, BE HAPPY
    We support the health of our employees and families through our Medical, Dental, and Vision plans which include HSA and FSA options.
  • TAKE A BREAK
    We offer a Flexible Time Off policy to encourage you to take a break when needed. Our policy also provides time off for you to volunteer and parental leave to support your growing family.
  • WORK WHERE YOU WORK BEST
    We know that great work can happen anywhere which is why we offer a hybrid work model.  Work from home, anywhere in the continental U.S., from one of our offices (Austin, TX or Portland, OR) or some combination of the two.
  • CROWDSTREET EQUITY
    We provide stock option grants for all of our new employees to keep you connected to the ongoing success of our company.
  • HOW YOU WORK
    We provide all of our employees with a monthly stipend to use for your home office needs or support how you choose to commute to the office. Need something else to do your job? Our People Ops team can help!
  • BUILD YOUR CAREER
    We supply a monthly stipend for your continuous learning and development. Is there a course you’ve always wanted to take? A certification you’ve wanted to achieve? A conference you’ve wanted to attend? Work with your manager to tee it up!

Working at CrowdStreet

CrowdStreet is the leading online commercial real estate investing marketplace. Our customer, the individual investor, joins the CrowdStreet community to learn about and invest directly in institutional-quality private real estate deals. Our mission is to deliver the best online real estate investing experience and make it easy for individual investors to diversify their portfolios.

CrowdStreet has been recognized as a leader in the commercial real estate and technology spaces. Recent accolades include:

  • Forbes Top 500 Best Startup Employer
  • Deloitte Technology Fast 500
  • Investopedia: Best Overall Real Estate Crowdfunding Site of 2021
  • Gower: Industry Leader OR #1 Leading Real Estate Crowdfunding Marketplace
  • 2020 Top Places to Work, The Oregonian
  • 2020 Oregon Technology Awards Accelerate Company of the Year
  • #5 for "Fastest Growing Private Companies in Oregon & SW Washington" by the Portland Business Journal.

We are proud to support ‘Work Where You Work Best’ and are enthusiastically adding to our team throughout the US.  We also offer two locations (AUS and PDX) for those who work best in an office.

At CrowdStreet, inclusion, equity, and diversity are critical in achieving our goals. Our differences in age, race, gender, nationality, sexual orientation, physical ability, thinking style and background bring a breadth of knowledge that makes us collectively smarter and better able to compete. We are committed to recruiting, developing, and advancing a diverse staff and engaging in the hard work that makes that possible.