Director of Private Wealth - Investment & Wealth Solutions (IWS) at CrowdStreet
Austin, TX, US

Role Summary:

We have created a new Director of Private Wealth position with a primary responsibility for establishing strategic relationships and distribution partnerships with private wealth firms. This is a business development and management role to raise significant investor capital within our rapidly expanding Investor & Wealth Solutions (IWS) business. IWS represents CrowdStreet’s premium investment management and advisory services, which includes private limited partnerships and registered funds, privately managed accounts (PMA) and wealth management solutions. The Private Wealth team is charged with establishing a leadership position in the industry for CrowdStreet, as we extend our unique investment solutions that tap into our extensive deal flow of institutional-quality real estate opportunities to financial advisors and their clients.

You will have the opportunity to play a major role in the early development of a key strategic initiative at a fast growing and innovative alternative investment platform. This position will be a highly visible role at the firm and will report to the VP/Head of IWS.

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

  • Refine and execute a detailed business plan for CrowdStreet to become a leading real estate investment solution for financial advisors and their clients in the private wealth market

  • Identify and establish distribution relationships/agreements with relevant audience of private wealth managers and platforms that align with our investment products and services, including RIAs, independent/regional/national broker dealers, private banks and wire-houses

  • Raise capital and secure new commitments for CS Advisors sponsored funds & services that meet and exceed targets

  • Lead and orchestrate effective marketing campaigns and collateral in collaboration with Marketing and other stakeholders

  • Partner with Investment Products and other internal stakeholders in identifying new fund and other portfolio solution opportunities

The Experiences That Will Help You Succeed:

  • Bachelor’s Degree in Finance, Business Administration or related fields (Advanced degrees or industry certifications a plus)

  • FINRA Series 7 & 63/65 (or 66) required or must be obtained within licensing time frame after hire

  • 10+ years relevant private real estate fund sales and business development experience within the private wealth industry

  • Strong relationships and demonstrated track record of raising capital from accredited investor and qualified purchaser clients of financial advisors, including experience with onboarding alternative investment products at custody and wealth platforms

  • Deep understanding on using data to design and optimize client engagement and sales campaigns

The Competencies You’ll Need:

  • Demonstrated passion for commercial real estate and alternative investments and track record of business development and sales results

  • Self-starter with ability to perform at a high-level within a fast-paced, entrepreneurial culture with a focus on excellence

  • Ability to foster and drive a client-focused culture passionate about results, teamwork, respect, and integrity

  • Exceptional verbal and written communication, organizational and problem-solving skills

  • Leadership experience with proven ability to motivate team members in a sales capacity

  • Proficient in Microsoft Office and Google Suite, CRM software and ability to adopt and implement new technologies

  • Technology savvy with hands-on experience with wealth financial technology platforms

  • Understanding of the legal, regulatory and compliance requirements necessary to succeed in this arena

  • A belief in the CrowdStreet Mission: To deliver the best online real estate investing experience making it easier for individual investors to achieve smarter diversification

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!