Associate Director, Private Wealth - Crowdstreet Advisors
Company: Crowdstreet
Location: Kansas City
Posted on: May 14, 2022
Job Description:
ASSOCIATE DIRECTOR, PRIVATE WEALTH - CROWDSTREET ADVISORS: BUILD
SOMETHING MEANINGFUL
Role Summary:
We have created a new Associate Director, Private Wealth position
with a primary responsibility for establishing strategic
relationships and distribution partnerships with private wealth
firms and platforms. This is a business development and sales role
to help raise investor capital within our 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 establishes a leadership position in the industry for
CrowdStreet, as we extend our unique investment solutions that tap
into our deal flow of institutional-quality real estate
opportunities to financial advisors and their clients.
You will play a major role in the early development of a necessary
strategic initiative at a fast-growing alternative investment
platform. You will be a visible role at our organization and will
initially report to the SVP/Head of IWS and President of
CrowdStreet Advisors.
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 wirehouses
- Raise capital and secure new commitments for CrowdStreet
Advisors sponsored funds & services that meet and exceed
targets
- Lead/manage 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 experience 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 or more years relevant private real estate fund sales and
business development experience within the private wealth industry
required
- 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 improve 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
- 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.
- Impact - Embrace the entrepreneurial journey; focus on what
matters; build something meaningful
- Respect - Seek diverse input; engage in healthy discussion;
commit to decisions
- Collaboration - Treat others with kindness; practice empathy
and inclusion; be a positive influence on others
#LI-TH1
Keywords: Crowdstreet, Kansas City , Associate Director, Private Wealth - Crowdstreet Advisors, Executive , Kansas City, Kansas
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