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CIM Group · 1 day ago

VP, Private Wealth Group (RIA and Family Office - Central)

United States

Full-time

Remote

Mid, Senior Level

$150K/yr - $175K/yr

5+ years exp

CIM Group is a community-focused real estate and infrastructure owner, operator, lender, and developer. They are seeking a Vice President for their Private Wealth Group to support fundraising efforts across real estate, infrastructure, and debt offerings within large RIA firms and Family Offices in the Central Region. The role requires strong relationship management and sales skills to achieve CIM’s product sales objectives.

Asset ManagementCommercial Real EstateFinanceFinancial ServicesProperty DevelopmentProperty Management

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

Qualification

Regional sales experienceSeries 7 & 63 LicensesRIA firmsCAIACFA designationMicrosoft Office proficiencyCommunication skillsOrganizational skillsPresentation skillsCollaborative mindsetSelf-motivation