1st VP, National Accounts – Private Wealth Group

🕒 February 19

🇺🇸 United States – Remote

💵 $190k - $250k / year

⏰ Full Time

🔴 Lead

👔 Vice President

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CIM Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1994

🏠 Real Estate

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.

📋 Description

• This resource is a known quantity at the various wealth management groups with significant experience selling alternatives into the major bank wealth management platforms. They should have very long-standing relationships with key advisors at our target banks. • They will provide CIM with a demand assessment for each of our products ahead of speaking to the heads of private wealth, alts, etc. about a given product. • This function will leverage their years of experience selling alts to bank platforms to serve as an internal resource for best practices to ensure we are acting efficiently in terms of allocating time and human capital, help to determine processes deficiencies, expanding intelligently and strategically, etc. • This resource will induce demand, and accelerate onboarding, for CIM product by leveraging their FA/Wealth Manager relationships. • This resource will leverage their FA/Wealth Management relationships to secure advocates for our product that are internal to a given bank who will push the Head of Alts to onboard CIM funds with an assurance that our funds are high quality and can be sold efficiently and effectively.

🎯 Requirements

• Bachelor’s degree required • Active Series 7 and 63 FINRA licenses required for this role • Experience in Territory Management/Planning • Proficiency using Excel, Word and other Microsoft Office products • 7+ Years Financial Services Industry experience required • Experience in financial instrument required • Real estate or private equity industry experience preferred • Ability to travel 50-75%

🏖️ 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 • And more!