active · Approximate location
VP, Regional Sales Director, Wirehouse & Broker Dealer Sales
full timePhiladelphia, PA
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AT A GLANCE
Global Client GroupExecutive level10+ years experienceFull Time
Required
- 10+ years experience
- People Leadership
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 focus
About the role
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 900+ 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!
Responsibilities
- Drive capital-raising efforts across assigned territory and distribution channels, aligning with firm strategy.
- Develop and execute a territory business plan designed to identify growth opportunities and achieve fundraising objectives.
- Prospect for new advisor relationships while deepening engagement with existing clients.
- Conduct regular in-person and virtual meetings with financial advisors and platform representatives.
- Build and maintain a robust pipeline of sales opportunities and accurately manage activities through Salesforce.
- Partner with internal marketing and investment teams to support client acquisition efforts and advisor engagement initiatives.
- Serve as a subject matter expert on the firm's investment offerings, including alternative investments, private credit, private real estate, infrastructure, and other market strategies.
- Monitor competitive developments, industry trends, and advisor needs to identify opportunities and strengthen market positioning.
- Partner with the national accounts and portfolio oversight teams and provide FA/client feedback loop on products and funds.
- Represent the firm at industry conferences, client events, and educational forums.
Requirements
- Bachelor’s degree (preferably Finance, Economics, Accounting, or Business).
- 10+ years’ relevant experience in the investment management or financial services industry with prior experience in capital raising in the high-net-worth client sector.
- Active FINRA Series 7 & (63/65, or 66) securities licenses are required.
- Extensive territorial knowledge and knowledge of real estate, private credit, infrastructure, and private equity investment strategies a plus.
- This position requires significant travel, estimated at approximately 60% to support business needs, client relationships, and organizational priorities.
- Highly proficient in Microsoft Office including Outlook, Excel, PowerPoint, Word, SharePoint, and Teams.
- Experience with Salesforce.
Benefits
- Equity
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