Investor Relations Sales - Investment & Wealth Solutions (IWS) at CrowdStreet
Austin, TX, US
Role Summary:
We have created a new investor relations / sales position with a primary responsibility of raising capital for our Investment Funds within our rapidly expanding Investor & Wealth Solutions (IWS) business. IWS represents CrowdStreet’s investment management and advisory services, which includes private limited partnerships and registered funds, privately managed accounts (PMA) and wealth management solutions. The Investor Relations Sales team is charged with converting inbound investor interest into a commitment into one or more of our investment solutions. 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 initially report to the VP/Head of IWS.
The Success You'll Build—Primary Responsibilities and Impact:
Raise capital and secure new commitments for CS Advisors sponsored funds that meet and exceed targets
Maintain investor relationships by building rapport as a trusted and responsive advisor that provides valuable insights and perspectives on relevant CS products and the commercial real estate market broadly
Lead and orchestrate effective marketing campaigns in collaboration with Marketing and other stakeholders. Moderate and present CS products at live webinars and other forums. Conduct sales meetings as needed
Support the creation and maintenance of marketing materials including presentations, investor updates and thought-leadership pieces
Partner with Investment Product Development and other internal stakeholders in identifying new fund opportunities by collecting and interpreting market feedback and assessing demand
Provide high levels of client service throughout the investor experience by handling or partnering with IR service desk to provide LP communications, investor updates and managing other client requests
Support CS’s regulatory and risk management objectives in collaboration with Legal & Compliance
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
5+ years relevant sales experience within the investment management industry required (private real estate, non-traded REITS, wealth management and/or alternatives fintech distribution platforms preferred)
Demonstrated ability to understand and articulate real estate and/or alternative investment funds and services and their role in an investment portfolio
Deep understanding on using data to design and optimize client engagement and sales campaigns
The Competencies You’ll Need:
Exceptional verbal and written communication, organizational and problem-solving skills
Demonstrated passion for commercial real estate and alternative investments and track record of sales management 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
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
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!