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VP, Private Wealth Group

cimgroup · 12 days ago
Remote
Negotiable
Full-time
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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 VP, Private Wealth is an external wholesaler who is responsible for delivering the highest caliber of sales efforts in their assigned territory in order to maximize sales of real asset investment products.  Primary focus is on RIAs and Family Offices . 

RESPONSIBILITIES:

  • Identify and develop relationships with top wealth advisory firms and HNW investors.  Recruit new advisors and strengthen relationships with existing CIM investors.
  • Provide follow up information as requested.  Maintain contact with advisors and keep them up to date on products.  Offer information, ideas and other material required to move the relationship and production levels forward.
  • Create and maintain proactive relationships with key wealth advisor firms in the territory by through call campaigns and communication.
  • Maintain territorial database and report on advisor status.
  • Conduct office meetings and ensure a full calendar of appointments when traveling within the territory.
  • Maintain open communication with the internal wholesaler, which can include daily review of the sales numbers or an end of day voicemail/e-mail market-wrap including information on calls for literature follow up, meetings, conference or seminar requests and any other topics that impact the territory.
  • Conduct weekly meetings to review the past week and outline initiatives for the coming week.  Follow through on territorial marketing campaigns.
  • Educate advisors in the wholesaler’s territory as to how CIM is approaching various risk/return opportunities in the current market environment.
  • Read and report on assigned industry journals.  Provide timely information and investment ideas from these journals to the management.
  • Provide efficient and timely reports for sales activity and expense reimbursement.

EDUCATION/EXPERIENCE REQUIREMENTS:

  • Bachelor’s Degree in related field required, MBA a strong plus
  • Series 7 and 63 licenses required
  • 8+ years previous work experience as an external wholesaler 
  • CAIA preferred
  • Alternative investments experience preferred

ABOUT YOU:

  • Excellent verbal and written communication skills, organizational and presentation skills, and strong attention to detail
  • 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
HOW WE FEEL ABOUT DIVERSITY, EQUITY, AND INCLUSION:
CIM Group is committed to bringing together humans from different backgrounds and perspectives, providing employees with a safe and welcoming work environment free of discrimination and harassment. We strive to create a diverse & inclusive environment where everyone can thrive, feel a sense of belonging, and do impactful work together. As an equal opportunity employer, we prohibit any unlawful discrimination against a job applicant on the basis of their race, color, religion, gender, gender identity, gender expression, sexual orientation, national origin, family or parental status, disability*, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate. We respect the laws enforced by the EEOC and are dedicated to going above and beyond in fostering diversity across our workplace. 
 
*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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Last updated on Jul 2, 2024

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