Executive Managing Director & Head of Capital Markets & Investments
Posted on: June 22, 2022
As the Executive Managing Director & Head of Capital Markets &
Investments, you will lead the Capital Markets & Investments
organization which includes the sales, investments, sponsor
success, and portfolio investment management teams. This is an
executive level revenue-generating leadership position with
responsibility for winning new and repeat business across all
commercial real estate ("CRE") asset classes with institutional
quality CRE sponsors and overseeing the sponsor success and the
You will report to the President of the Marketplace and work with
the board of directors, preparing business plans and setting OKRs,
and reporting on results. You will have budget authority and
collaborate with the CFO to create and manage a budget. This
position is based in or near a major market in the U.S and reports
directly to our President, Marketplace Business.
Drawing upon your experience working with enterprise sponsors, your
knowledge of CRE capital markets and investments, and your ability
to succeed, you will lead your teams to build a large pipeline of
opportunities from new and current enterprise sponsors, lead your
investments leaders to accelerate the throughput and quality
outcomes of the screening process with sponsors, and ensure overall
sponsor success throughout their experience with our platform.
CrowdStreet is a high-volume, high-quality online investment
marketplace and you will run the department leading its
hyper-growth in the years ahead.
The Success You'll Build: Primary Responsibilities and
- Grow revenue by accepting ownership of the bookings number and
achieving goals. Develop the people, process, and tech necessary to
exceed revenue goals.
- Lead, manage, motivate, and grow the sales, investments, and
portfolio management teams. Grow the teams and provide the coaching
and accountability required to lead the new hires to rapid and
- Prepare business plans, set OKRs, and prepare financial sales
goals throughout the funnel. Report up and out on a monthly,
quarterly, and annual basis to track your progress against
- Ensure best practices on a national level for sales,
investments and customer/sponsor success.
- Use data as your strategic advantage, including proprietary
internal data and 3rd party external data to refine our sales,
investments and portfolio team performance.
- Acquire enterprise-level CRE owners, operators, and developers.
Educate and advise enterprise sponsors about the benefits of online
syndication as a source of equity financing for property
development, acquisition, and recapitalization.
- Build the investments team, creating a deep bench of
professionals able to use the proprietary CrowdStreet system to
analyze, screen, and position a growing and steady flow of sponsor
deals. By always managing the sales pipeline, you will ensure that
the team stays on track to exceed revenue goals, while also
maintaining our high-quality deal flow that is aligned with our
Investment Committee Thesis.
- Develop repeat, programmatic relationship management processes
and people to support our existing sponsors. Expand share of wallet
and LTV with these preferred sponsors, and establish CrowdStreet as
their preferred capital partner.
- Provide ongoing feedback to the CrowdStreet team about
financial products, solutions, services, and support required to
grow our customer base.
- Create partnerships in the company. Partner with the Marketing,
Investor Relations, Marketplace Operations, Product and People
organizations to integrate sales, investments and portfolio
management to use the wisdom of the company and lead
cross-departmental projects to support sales.
- Be data-driven. Lead Sales Operations to systematically use
data analytics to identify and refine our data-driven sales and
- New business development is necessary to your success, but so
is repeat business from our 125+ existing sponsors. Once a sponsor
partners with CrowdStreet once, we want to focus on developing a
repeatable, predictable capital relationship with them.
The experience that will help you succeed:
- 15+ years of private equity real estate, CRE investment sales,
or capital markets investment banking experience with experience
growing revenue and building relationships with sponsors.
- 10+ years experience running sales/business
development/customer success teams that exceed goals and
incorporate leadership, management, team building, goal setting,
- Proven ability to recruit, hire, train, teach, motivate, and
- Verifiable track record of transaction activity proving your
ability to consistently meet or exceed personal, team, and company
- Bachelor's degree in Business or related field. MBA with an
emphasis in real estate is preferred, but not required.
- Willingness and ability to obtain SIE, Series 79, and 24
licenses within 90 days (or current, active equivalent FINRA
licenses) with the ability to complete others as needed, such as
We offer comprehensive health care including dental, vision, life
and disability insurance for which we cover 100% of employee
premiums, We also offer flexible PTO, family leave, 401K matching,
a monthly stipend to support remote work, and regular in-person
gatherings, and culture created through shared core values. See
more detail about our benefits here.
CrowdStreet is the leading online commercial real estate investing
marketplace. Our customer, the individual investor, joins the
CrowdStreet community to learn about and invest directly in
institutional-quality private real estate deals. Our mission is to
deliver the best online real estate investing experience and make
it easy for individual investors to diversify their portfolios.
At CrowdStreet, inclusion, equity, and diversity are essential to
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.
Keywords: Crowdstreet, Billings , Executive Managing Director & Head of Capital Markets & Investments, Executive , Billings, Montana
Didn't find what you're looking for? Search again!