Vice President, Customer Account Management
IterableSalary not specified
Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Real Estate, InfrastructureIndustries
Requirements
- 10+ years’ experience with a significant understanding of relationship management and product management. Industry experience in commercial real estate or financial services a plus
- Relevant national accounts coverage experience working with large Independent Broker Dealers and some experience working with National and Regional Wirehouses
- Ability to use sound judgment in negotiation and pricing discussions
- Extensive travel required (70%)
- Field experience, either internal or external a plus
- Experience working with financial advisors and broker/dealers
- Active FINRA Licenses (Series 7, 63)
- Exceptional communication and presentation skills
- Experience with Microsoft Office suite and Salesforce required
- Leverage established, high-impact relationships with senior executives and key influencers across major Independent Broker Dealers
- Ability to work in a collaborative, matrixed organization; ability to effectively influence across departments and management levels
- Ability to connect up and down client organizations, from less seasoned to C-suite level clients and other centers of influence
- Creative commercial instincts to identify sales opportunities
- Excellent verbal and written communication skills, organizational skills
Responsibilities
- Foster a collaborative approach by leveraging internal resources across the distribution value chain; drive campaigns through cross-functional coordination with Sales, Marketing, Analytics, Finance, and Product teams
- Initiate and manage marketing, sales, and service support initiatives in partnership with sales leadership, wholesalers, and support staff
- Cultivate and expand strategic relationships with new and existing broker-dealer partners
- Conduct regular travel to broker-dealer home offices to identify sales opportunities, secure product approvals, and strengthen partnerships
- Deliver periodic sponsor reviews to clients, including firm overviews, wholesaler activity, platform availability, sales performance data, marketing initiatives, and additional capabilities
- Coordinate and attend broker-dealer and industry conferences; identify post-conference opportunities for the sales team and provide comprehensive recaps
- Educate financial advisors on CIM Group and promote available product offerings
- Share best practices with the sales team to enhance advisor engagement and improve sales process efficiency
- Build new relationships while maintaining and deepening existing ones
- Maintain up-to-date knowledge of CIM Group’s marketing campaigns, websites, value-add offerings, and product positioning relative to competitors
Skills
National Accounts Management
Broker-Dealer Relationships
Sales Leadership
Marketing Initiatives
Cross-Functional Coordination
Fundraising Campaigns
Wholesaler Support
Product Approvals
Sponsor Reviews
Relationship Cultivation
CIM Group
Real estate and infrastructure development and management
About CIM Group
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.
Los Angeles, CaliforniaHeadquarters
1994Year Founded
$559.3MTotal Funding
DEBT_FINANCINGCompany Stage
Government & Public Sector, Real EstateIndustries
1,001-5,000Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Paid Vacation
Paid Sick Leave
Paid Holidays
Bereavement Leave
Hybrid Work Options
401(k) Retirement Plan
401(k) Company Match
Paid Parental Leave
Professional Development Budget
Wellness Program
Volunteer Time Off
Risks
Rising interest rates could impact CIM's real estate financing costs.
Remote work trends may reduce demand for CIM's commercial office spaces.
Stricter environmental regulations could increase compliance costs for CIM.
Differentiation
CIM Group focuses on community impact through real estate and infrastructure projects.
The company integrates ESG initiatives into its investment and development strategies.
CIM's diverse expertise spans from due diligence to asset disposition.
Upsides
CIM benefits from increased demand for mixed-use developments in urban areas.
The trend towards sustainable building practices aligns with CIM's ESG focus.
CIM's integration of smart technology attracts tenants and buyers.
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