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.
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
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
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
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.
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!
Before founding Green Visor Capital, Simon had over 20 years of financial services industry experience, including nearly 15 years at Citigroup Global Markets, where he held increasingly senior roles in Tokyo and Hong Kong, his last being Managing Director & Co Head of Financial Institutions Group Asia Pacific. During his tenure at Citi, Simon advised on numerous landmark equity, restructuring, leveraged finance and M&A transactions, including the $20.5 billion IPO of AIA Group Ltd., the largest ever equity offering completed on the HK Stock Exchange. In total he has helped to raise $50 billion of public equity for financial institutions globally and was named the sole recipient of the Promising Young Banker Award (i.e., the Best Banker Under the Age of 40) in Japan by The Asian Banker in 2008. In addition to his experience at Citi, Simon is the former CFO of Kabbage Inc., a FinTech startup. Simon received his MBA from Cornell University and BA from Kenyon College.
Prior to joining Green Visor Capital as a General Partner, Joe was the Chairman and CEO of Visa Inc., one of the world’s largest, most recognizable and valuable brands. He is credited with transforming Visa into one of the most preeminent organizations by strengthening Visa’s position as the leading global payments technology company. Even though much of Joe’s tenure as head of Visa overlapped with the Global Financial Crisis, Visa still successfully completed its initial public offering in 2008, which was then the largest in the history of the United States. Furthermore, under Joe, Visa consistently exceeded analysts’ expectations for each earnings period. The financial community praised the resilience of the company’s business model, diverse product set, and senior leadership’s ongoing commitment to expense management. Joe’s benchmark as a leader is reflected in Visa’s stock price performance, which was up more than 250% during his time as CEO and Chairman.
Rich Marin has over 37 years of experience as a finance industry executive and long-time financial entrepreneur. Rich serves as a General Partner of Green Visor. After 23 years with Bankers Trust, ending his tenure as a member of the Management Committee and Vice Chairman of BT Alex Brown, Rich became Chairman and CEO of Deutsche Asset Management, then the 4th largest asset manager in the U.S. Rich went on to be a founder and partner of Beehive Ventures, an early stage venture firm focused on financial services and new media that has generated a 4X net return to date with more being currently harvested. Rich went on to be Chairman and CEO of Bear Stearns Asset Management, a role which included being responsible for all of Bear Stearns’ venture capital funds and a position as head of the investment committee of 4 venture capital funds with combined asset of approximately $1.5 billion. He was Chairman and CEO of a $3 billion distressed real estate operation, successfully restructuring 22 major projects with over $2 billion in debt. He started and ran Ironwood Global LLC, a distressed mortgage hedge fund. Rich now serves as President and CEO of The New York Wheel, LLC and is a Clinical Professor of Finance at Cornell’s Johnson Graduate School of a Management, where he teaches and writes about alternative investment management. Rich received his BA and MBA from Cornell University.
Prior to joining Green Visor, Lou was Senior Managing Director of Cerberus Capital Management, L.P. (“Cerberus”). Based in Tokyo from 1998 until 2010, Lou built and led Cerberus’s Japan office and was the senior ranking executive in Asia. From 2010 until April of 2014, Lou led Cerberus’s activities in Asia from New York, serving as Chairman of Cerberus Asia Pacific Advisors Ltd. and Senior Managing Director of Cerberus Capital Management. Prior to Cerberus, Lou served in senior roles at Angelo Gordon and Co., L.P. and the LeFrak Organization, Inc. Lou began his career at Goldman Sachs & Co. after graduating with his J.D. from Harvard University. Lou earned M.A. and B.A. degrees from the Johns Hopkins University, where he now serves as Vice Chairman of the Board of Trustees. Lou is also a board member of the Japan Society.
Michael Walsh has over 13 years of financial services industry experience, including 10 years of institutional investing experience. Prior to joining Green Visor Capital, Michael was a partner and founding member of Lusman Capital Management, a hedge fund that was capitalized with approximately $400 million. His investment experience extends across assets classes (equity, distressed debt, derivatives, convertibles, private investments), industries (financial services, energy, mining, industrials, telecom, healthcare), and geographies (US, Canada, Australia, Europe, Latin American, Asia, Africa.) Michael also spent three years at Citigroup in the Investment Banking Division where he helped raised billions of dollars in equity and debt transactions for financial institutions (banking, insurance, asset management) as well as assisting in M&A advisory work. Michael received his BA in Economics from Harvard College.
As a Venture Partner, Sam will help the Green Visor team assess emerging technologies, work as an adviser to portfolio companies, and mentor young engineers within the group. Before joining Green Visor, Sam was a founding team member and senior engineer of Square, the revolutionary mobile commerce platform and point-of-sale system for small merchants and individuals. Among his many achievements at Square, Sam was responsible for creating the software algorithm that enables the card reading capabilities of all Square devices on iOS and Android phones and tablets. Sam’s efforts helped lead to 7 issued patents and one patent pending. Prior to Square, Sam worked for Boeing as a munitions systems engineer. Sam holds a BS in Electrical Engineering and Computer Engineering from Washington University in St. Louis and is a member of the Founder’s 50.
Jim McKelvey is a serial entrepreneur, investor, public speaker, and glass blower. Jim is the founder of Mira Digital Publishing, Third Degree Glass Factory, Square, Inc., and LaunchCode, among many others. Jim graduated from Washington University in Saint Louis with dual degrees in Computer Science and Economics.
Ted is the founder and CEO of Cloudstitch, the revolutionary web development platform powered by your office suite. He has a PhD from the MIT Computer Science and Artificial Intelligence Laboratory, where he focused on web systems architecture and machine learning. Ted's publication record includes two books on web application architecture, research papers spanning several fields, and two machine learning patents for Google. Prior to MIT, Ted worked at BBN Technologies doing research and development in distributed information processing.
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