Product Marketing Manager - Investment & Wealth Solutions (IWS) at CrowdStreet
Austin, TX, US / Portland, OR, US

Role Summary:

CrowdStreet is seeking an experienced, motivated marketing professional to help build the product marketing team for Investment & Wealth Solutions (IWS).

The role will be accountable for developing and championing the IWS product experience, market, and customer needs; and lead the development and delivery of go-to-market programs focused on creating demand and ensuring customers are getting maximum value from our newly created IWS platform.

Reporting to the Director of Marketing (IWS), the Product Marketing Manager for IWS will help bring to fruition the vision for how financial advisors and HNW Investors engage with CrowdStreet from a marketing perspective, inclusive of in-person and digital engagement. The role will partner with marketing colleagues to develop channel-specific programs that drive new advisor/investor growth and support/enrich existing client relationships.

The successful candidate will have extensive distribution-focused product marketing expertise across most owned, earned, and paid disciplines -- ideally from within the alternative investment and/or wealth management industries.

The Success You'll Build—Primary Responsibilities and Impact:

  • Execute multiple aspects of the product marketing lifecycle; from branding and positioning to targeted outreach and segmentation strategy, education and engagement campaigns, and events to drive conversion

  • Work cross-functionally with product, design, brand, communications, support, etc. to launch new products

  • Be the voice of the customer and trusted advisor as to how current and future CrowdStreet user needs and desires inform product messaging, brand differentiation, marketing content, and external comms

  • Develop specific go-to-market plans and integrate offerings into marketing campaigns

  • Measure and report against the performance of product marketing initiatives

The Experiences That Will Help You Succeed:

  • Analyzing user data, customer insights, and market research to define product positioning

  • Reducing complex information into distilling themes that are easily communicated/understood to HNW Investors

  • Influencing behavior at variety of levels in the organization, including cross-functional managers

  • Demonstrating product marketing experience within the fund distribution and fund management space, contributing at strategic and tactical levels

  • Applying analytical skills—using data to build and present ongoing reporting to key stakeholders

The Competencies You’ll Need:

  • Product Marketing—empathy for users and are able to adapt how you communicate to best reach and engage your audience.

  • Fund Distribution—serving as a subject matter expert within the financial services category

  • Managing highly interdependent, complex projects and keeping various work-streams on track

  • Effectively communicating to stakeholders at all levels of the organization—from the end user (technical buyer) to the decision maker (economic buyer) - with excellent written, oral, and presentation skills

  • Launching GTM marketing campaigns

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.

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 a FinTech company dedicated to transforming the world of investing in commercial real estate (CRE) through their online marketplace. CrowdStreet gives individual investors direct access to commercial real estate investment opportunities, while simultaneously helping real estate developers and operators (sponsors) raise capital online.

Since 2014, CrowdStreet has established itself as the leading online marketplace for institutional-quality CRE investment, generating over $2.4B of equity invested across 560 projects spanning 200+ sponsors and 13,000 active investors. The total project value that has appeared on CrowdStreet has exceeded $20B covering all asset types (office, industrial, multi-family, storage, etc), risk profile (development, opportunistic, value-add, core-plus, core), and regions of the US (40 states). Today CrowdStreet’s average investment per project is over $10 million with many raises exceeding $20 million, making it an attractive alternative funding source to institutional capital.

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

  • 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.