Head of National Accounts - 1st VP Private Wealth Group
Head of National Accounts - 1st VP Private Wealth Group
Posted on :
21-04-2025
Employer Active
1 Vacancy
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Monthly Salary
$ 175000 - 250000
Vacancy
1 Vacancy
Posted on :
21-04-2025
Job Description
About CIM Group
CIM is a communityfocused 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 1000 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 Head of National Accounts position reports to the Managing Director Head of Private Wealth. This role offers an exciting opportunity to make a significant contribution in leading a National Account team in building strategic partner relationships and leading growth initiatives across all sectors Wire houses BD Independents and RIAs to get new product on platforms and maintain key accounts. The successful candidate will act as an ambassador for CIM and will be responsible for maintaining relationships with key clients and prospects.
In this position youll be responsible for the daytoday oversight of CIMs National Accounts team. Youll identify each contacts (firm or advisor) investment objectives match their needs to appropriate CIM products and effectively present each products features and benefits. As a visible representative of CIM youll put your exceptional collaboration abilities to use through ongoing relationships and regular contact with partners and prospects virtually and in the field.
Your responsibilities will include collaborating with the Managing Director to formulate strategic approaches to key firms generating new selling agreements for Wire/Regional firms and Banks leading and guiding existing business development team members.
A top performer in this role is a positive highly motivated and effective professional with prior experience in financial sales relationship management and leadership with a background in the real estate or private equity industry. CIM offers a diverse growthoriented environment and onthejob training.
RESPONSIBILITIES:
- This resource is a known quantity at the various wealth management groups with significant experience selling alternatives into the major bank wealth management platforms. They should have very longstanding relationships with key advisors at our target banks.
- They will provide CIM with a demand assessment for each of our products ahead of speaking to the heads of private wealth alts etc. about a given product.
- This function will leverage their years of experience selling alts to bank platforms to serve as an internal resource for best practices to ensure we are acting efficiently in terms of allocating time and human capital help to determine processes deficiencies expanding intelligently and strategically etc.
- This resource will induce demand and accelerate onboarding for CIM product by leveraging their FA/Wealth Manager relationships.
- This resource will leverage their FA/Wealth Management relationships to secure advocates for our product that are internal to a given bank who will push the Head of Alts to onboard CIM funds with an assurance that our funds are high quality and can be sold efficiently and effectively.
EDUCATION/EXPERIENCE REQUIREMENTS:
- Bachelors degree required
- Active Series 7 and 63 FINRA licenses required for this role
- Experience in Territory Management/Planning
- Proficiency using Excel Word and other Microsoft Office products
- 7 Years Financial Services Industry experience required
- Experience in financial instrument required
- Real estate or private equity industry experience preferred
- Ability to travel 5075
ABOUT YOU:
- Presentation & Communication: clearly and confidently communicate and present complex concepts analysis ideas and information internally and externally. Excellent written and verbal communication skills.
- Manage ambiguity: operate effectively even when things are not certain or the way forward is not clear.
- Balance stakeholders: anticipate and appreciate the varying needs of all parties invested in outcomes.
- Drive: a high level of energy a positive attitude and a resultsorientated personality. The chosen candidate must be able to operate in a fastpaced performance and teambased environment.
- Entrepreneurism: a high degree of maturity and initiative and be excited in assisting in the development of a growing organization.
- Collaboration: a collaborative and ambitious attitude to fit with the firms culture and must be interested in the success of the group as a whole.
- Unassailable ethics and integrity: must always act in the best interests of clients and the firm
WHAT CIM OFFERS:
At CIM we believe our success stems from our collective efforts and we are committed to providing wellrounded support and resources for our employees. In addition to a competitive compensation plan CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits including:
A variety of Medical dental and vision benefit plans
Health Savings Account with a generous employer contribution
Company paid life and disability insurance
401(k) savings plan with company match
Comprehensive paid time off including: vacation days 10 designated holidays sick time and bereavement leave
Up to 16 hours of volunteer time off
Up to 16 weeks of Paid Parental Leave
Ongoing professional development programs
Wellness program including monthly and quarterly prizes
And more!
Actual base salary considers several factors including but not limited to geography jobrelated knowledge experience and budget. The start of the salary range is typically associated with the minimum experience required. At CIM base pay is one part of the total compensation package. This role is eligible for bonus pay in addition to base salary. The anticipated base salary range for the position in New York City is $175000 $250000.
HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:
At CIM Group we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.
*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.
CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy.
#LIML1
CIM does not accept unsolicited resumes from Agencies. Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved Agency with CIM or any of its Affiliates please contact a member of the CIM Talent Acquisition Team.
Required Experience:
Exec
Employment Type
Full-Time
Key Skills
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