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.
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
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
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
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!
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.
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.
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