Director, Wealth Management Channel Distribution
Hive$500,000 - $2,000,000/year
Full Time
Expert & Leadership (9+ years)
Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Real Estate, Infrastructure, Financial Services, Investment ManagementIndustries
Requirements
Candidates must possess a Bachelor's degree in business, finance, or a related field, with an MBA being preferred. A minimum of 5 to 10 years of internal/external regional sales experience is required, along with Series 7 and 63 licenses. Preferred qualifications include CAIA, CFA, or other industry designations, experience with large RIA firms, Family Offices, and alternative investments, and proficiency in Microsoft Office Suite and HubSpot. Familiarity with SalesForce or similar software is a plus, and the role requires over 60% travel. Deep relationships within the large RIA and Family Office space in the territory, a thorough understanding of deliverable platforms like CAIS and ICapital, and mastery of the Aggregator space for the RIA Channel are also essential.
Responsibilities
The Vice President will articulate CIM's investment strategy, platforms, and competitive advantages to investors and stakeholders, while developing and maintaining relationships with current and prospective firms. This role involves managing a territory through goalsetting, strategic planning, and pipeline reporting, and leveraging strong presentation skills to enhance the experience for RIA advisors and their clients. The VP will serve as the primary coverage for assigned firms, including Family Offices and RIA Aggregators, and collaborate with and mentor regional sales associates. Responsibilities also include attending industry events, responding to investor information requests such as RFPs, DDQs, and RFIs, and assisting with post-meeting communication and marketing efforts.
Skills
Sales
Relationship Management
Investment Strategy
Alternative Investments
Fundraising
Client Service
Business Planning
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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