VP, Private Wealth Group – RIA and Family Office

Job not on LinkedIn

September 24

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

🤠 Texas – Remote

Although this job is listed in Texas, this company may be open to hiring remote in other states.

💵 $150k - $175k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

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CIM Group

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Real Estate • Infrastructure

CIM Group is a diverse organization operating as an owner, operator, lender, and developer of real assets. With over 1000 employees, the company manages $27. 8 billion in assets across 135 qualified urban communities. CIM Group focuses on creating value and enhancing communities through a wide array of real estate and infrastructure projects. Their investment platforms cover a broad spectrum of opportunities in real estate, infrastructure, and credit, driven by a commitment to community development, disciplined project management, and a comprehensive internal team expertise. With corporate offices across the U. S. and overseas, CIM Group actively supports community growth by providing employment, goods, and services, embodying core values of integrity, discipline, and respect in all its endeavors.

501 - 1000 employees

Founded 1994

🏠 Real Estate

📋 Description

• Support CIM’s fundraising campaigns across real estate, infrastructure and debt offerings at large RIA firms, RIA aggregators and Family Offices within the Central Region • Articulate CIM's investment strategy, platforms, competitive advantages, performance, and explain CIM's investments to existing and potential investors and stakeholders • Develop and maintain relationships with an assigned list of current and prospective firms and serve as primary point of contact • Manage a territory through goalsetting, strategic business planning, time blocking, pipeline and activity reporting • Leverage presentation skills, industry expertise, interview techniques, and strategic messaging to engage RIA advisors and their clients • Serve as primary coverage for assigned firms and advisors including Family Offices and RIA Aggregators • Collaborate and mentor regional sales associates in the RIA/FO channel • Attend and participate in sponsored industry events • Respond to and manage programmatic and ad-hoc prospective investor information requests such as RFPs, DDQs and RFIs • Assist with post meeting communication and other marketing efforts • Report to the 1st VP, Western Divisional Sales and work remotely with a preference for Chicago, IL or Texas

🎯 Requirements

• Bachelor’s degree in business, finance or related field required (MBA preferred) • Between 5 and 10 years’ experience in internal/external regional sales • Series 7 & 63 Licenses required • CAIA, CFA or other industry designations preferred • Experience in large RIA firms, Family Offices and alternative investments preferred • Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint and HubSpot • Experience with Sales Force or similar software a plus • Requires 60+% travel • Deep relationships in the large RIA and Family Office space within their respective territory • Thorough understanding of deliverable platforms, such as CAIS and ICapital • Mastery of the Aggregator space for the RIA Channel • Excellent verbal and written communication skills, organizational and presentation skills, and strong attention to detail • Collaborative, builds trust, operates with balance of IQ and EQ • Intellectually curious, possesses gravitas; hands-on, long-term oriented • Ability to work well under pressure, manage multiple responsibilities and prioritize workload • High level of energy, discipline, tenacity and self-motivation • Operate with a high degree of integrity, pursue ongoing self-development and improvement

🏖️ Benefits

• A variety of Medical, dental, and vision benefit plans • Health Savings Account with a generous employer contribution • Company paid life and disability insurance • 401(k) savings plan, with company match • Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave • Up to 16 hours of volunteer time off • Up to 16 weeks of Paid Parental Leave • Ongoing professional development programs • Wellness program, including monthly and quarterly prizes • Competitive compensation plan • Bonus compensation may be a significant part of the total compensation • And more!