Senior Client Strategist - Financial Services (Remote)
Verisart- Full Time
- Senior (5 to 8 years)
Candidates must possess a minimum of 10 years of relevant industry experience, with at least 5 years in investment or product roles involving a client-facing orientation. They are required to hold active Series 7 and 63 FINRA licenses, demonstrating a strong understanding of real estate markets and investment strategies, and the ability to effectively communicate this knowledge.
The Senior Strategy Specialist will oversee product and distribution strategy for CIM Group’s real estate business across institutional and private wealth channels, collaborating with sales teams to provide expert knowledge and support the investment team in strategic product development, launching, and marketing. They will also travel frequently with sales professionals to present CIM’s capabilities, conduct market research to identify new opportunities, and support product development efforts, including strategy, structure, and terms, while creating and maintaining strategy marketing materials.
Real estate and infrastructure development and management
CIM Group focuses on real estate and infrastructure, operating as an owner, operator, lender, and developer. The company targets urban areas with significant growth potential, acquiring, developing, and managing properties while also providing loans for real estate projects. Revenue is generated through property rentals, sales, and lending activities. CIM serves a variety of clients, including investors, businesses, and community organizations, and has worked on notable projects like the Dolby Theatre in Hollywood and the Tribune Tower in Chicago. What sets CIM apart from competitors is its strong commitment to community engagement, demonstrated through initiatives such as preparing meals for those with chronic illnesses and creating community gardens. The goal of CIM Group is to be the leading partner for investors and users of real assets that benefit communities.