AVP, Private Wealth Group

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 1,000+ 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!

POSITION PURPOSE:

The Private Wealth Group, RIA/FO Channel is seeking an Associate Vice President to support CIM’s fundraising campaigns across its platform of real estate, infrastructure and debt offerings at large RIA firms, RIA aggregators and family office within the northeast region. This position is in CIM’s New York office and will report to the National Sales Manager of the RIA/FO Channel.  An ideal candidate should have relevant internal/external wholesaling experience.  Experience working with large RIA firms and Family Offices in alternative investments is preferred.  A candidate with the CAIA, CFA or other industry designation is also preferred.

• 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 virtual & in‐person meetings with the goal of making a significant contribution to the achievement of CIM’s product sales objectives
• Schedule and host frequent virtual and face-to-face meetings in order enhance relationships and fundraising objectives
• Learn to manage a territory effectively through goalsetting, strategic business planning, time blocking, pipeline and activity reporting
• Hone one’s presentation skills, interviewing, industry knowledge and messaging in an effort enhance the experience for RIA advisors and their client’s
• Serve as a secondary coverage contact alongside the national sales manager for an assigned list of firms, which includes largest national RIA aggregators and family office relationships
• Collaborate and mentor peers in the internal wholesaler level of the RIA/FO channel as they support the fundraising efforts
• Attend & participate at 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
  

• Bachelor’s degree in business, finance or related field required, MBA preferred
• Series 7 & 63 Licenses required
• CAIA, CFA or other industry designations preferred
• Experience in alternative investments preferred
• Experience and relationships with large RIA firms and family offices preferred
• Between 5 and10 years’ experience in internal/external wholesaling experience
• Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint and Word
• Experience with Sales Force or similar software a plus
  

• Excellent verbal and written communication skills, organizational and presentation skills, and strong attention to detail
• Naturally collaborative, quickly builds trust, operates with “balance of IQ and EQ” driven to achieve success as a team versus individually
• Intellectually curious, possesses gravitas; hands-on, long-term oriented, desire to contribute beyond one’s role
• Ability to work well under pressure, manage multiple responsibilities and prioritize workload
• Possess a high level of energy, discipline, tenacity and self-motivation
• Operate with a high degree of integrity, pursue efforts for ongoing self-development and improvement
  

What CIM offers

CIM offers an enriched benefits program as well as a wide range of resources for eligible employees to thrive both inside and outside of work. Some of our benefits include:

•       Medical, dental, and vision

•       Company-subsidized Health Savings Account

•       Company paid life & disability

•       Pre-tax savings accounts

•       401(k) match

•       Competitive vacation policy

•       Additional voluntary benefits

•       Paid time off for community service

•       Paid Parental Leave: Up to 12 weeks

HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:

CIM Group is committed to bringing together humans from different backgrounds and perspectives, providing employees with a safe and welcoming work environment free of discrimination and harassment. We strive to create a diverse & inclusive environment where everyone can thrive, feel a sense of belonging, and do impactful work together. As an equal opportunity employer, we prohibit any unlawful discrimination against a job applicant on the basis of their race, color, religion, gender, gender identity, gender expression, sexual orientation, national origin, family or parental status, disability*, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate. We respect the laws enforced by the EEOC and are dedicated to going above and beyond in fostering diversity across our workplace. 

*Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.