VP, Private Wealth Group (RIA and Family Office - Central)
Remote
Global Client Group – Private Wealth Group /
Full Time /
Remote
ABOUT CIM GROUP:
CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 1,000+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today!
POSITION PURPOSE:
The Private Wealth Group, RIA/FO Channel is seeking a Vice President to support CIM’s fundraising campaigns across its platform of real estate, infrastructure and debt offerings at large RIA firms, RIA aggregators and Family Office within the Central Region. This position is remote with a preference of either Chicago, IL or Texas and will report to the 1st VP, Western Divisional Sales. An ideal candidate should have relevant regional sales experience working with large RIA firms and Family Offices in alternative investments.
RESPONSIBILITIES:
- Responsible for articulating CIM's investment strategy, platforms, competitive advantages, performance, and for explaining in detail CIM's various investments to both existing and potential investors and other stakeholders.
- Develop and maintain relationships with an assigned list of current and prospective firms and be the primary point of contact for this assigned list of accounts providing and maintaining regular communication and client service through both in-person & virtual meetings with the goal of making a significant contribution to the achievement of CIM’s product sales objectives.
- Manage a territory effectively through goalsetting, strategic business planning, time blocking, pipeline and activity reporting.
- Leverage strong presentation skills, industry expertise, interview techniques, and strategic messaging to elevate the experience for RIA advisors and their clients.
- Serve as primary coverage for assigned firms and advisors which include Family Offices and RIA Aggregators.
- Collaborate and mentor colleagues in the regional sales associate level of the RIA/FO channel as they support the fundraising efforts.
- Attend and participate in sponsored industry events.
- Respond to, and manage content associated with, programmatic and ad‐hoc prospective investor information requests, such as RFPs, DDQs and RFIs.
- Assist with post meeting communication and other marketing efforts.
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
- Bachelor’s degree in business, finance or related field required, MBA preferred.
- Between 5 and 10 years’ experience in internal/external regional sales experience.
- Series 7 & 63 Licenses required.
- CAIA, CFA or other industry designations preferred.
- Experience in large RIA firms, and 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.
ABOUT YOU:
- Deep relationships in the large RIA and Family Office space within their respective territory.
- Have a thorough understanding of deliverable platforms, such as CAIS and ICapital.
- Mastery of the Aggregator space for the RIA Channel and the intricacies it requires.
- Excellent verbal and written communication skills, organizational and presentation skills, and strong attention to detail.
- Naturally collaborative, quickly builds trust, operates with “balance of IQ and EQ” driven to achieve success as a team versus individually.
- Intellectually curious, possesses gravitas; hands-on, long-term oriented, desire to contribute beyond one’s role.
- Ability to work well under pressure, manage multiple responsibilities and prioritize workload.
- Possess a high level of energy, discipline, tenacity and self-motivation.
- Operate with a high degree of integrity, pursue efforts for ongoing self-development and improvement.
WHAT CIM OFFERS:
At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:
• 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!
Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. At CIM, base pay is one part of the total compensation package. For this role, bonus compensation may be a significant part of the total compensation. The anticipated base salary range for the position is $150,000- $175,000.
HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:
At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.
*Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.
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