Associate, Client Engagement Group jobs in United States
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CIM Group · 1 week ago

Associate, Client Engagement Group

CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. The Associate in the Client Engagement Group will manage and organize activities across the Institutional Client Group team, ensuring effective coordination and communication while supporting business development internationally.

Asset ManagementCommercial Real EstateFinanceFinancial ServicesProperty DevelopmentProperty Management

Responsibilities

Collaborate closely with the team to fulfill the department’s functional and operational objectives and goals effectively
Handle and manage responses to programmatic and ad-hoc prospective investor inquiries
Foster clear and efficient communication within the team and across CIM
Define project scopes in collaboration with the Relationship Manager and management
Ensure timely delivery of project deliverables at the required level of quality
Conduct research and analysis on potential investors, competitors, and market trends
Analyze market data and summarize data points from service providers into actionable next steps
Maintain the team schedule and assist in coordinating investor meetings
Attend in-person/phone meetings and support post-meeting communication and other marketing efforts
Prepare internal and external communications, including Salesforce reports, emails, and presentations

Qualification

Series 7 licenseSeries 63 licenseFluent in KoreanExcelSalesforceMicrosoft OfficeFlexibleIdea developmentCollaborative mindset

Required

Bachelor's degree
Active Series 7 and 63 FINRA licenses required for this role
Fluent in Korean
Strong interpersonal and communication skills, both written and verbal
Collaborative mindset, working effectively with colleagues at all levels and locations
Adaptable and flexible in response to changing priorities
Ability to demonstrate sound initiatives and develop ideas for client engagements
Proficient in Excel, Word, Salesforce, and other Microsoft Office products

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!

Company

CIM Group

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CIM is a community-focused real estate and infrastructure owner, operator, lender and developer.

Funding

Current Stage
Late Stage
Total Funding
$47.5M
2023-11-27Debt Financing· $47.5M
2021-05-15Undisclosed

Leadership Team

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Bernard Ryan
Managing Director, Head of Insurance Solutions
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Company data provided by crunchbase