Lead CIM's National Accounts team to build and maintain strategic relationships with wealth management firms, accelerate product onboarding, generate selling agreements, provide demand assessments, and mentor business development staff. Drive growth across wirehouses, broker-dealers, banks, and RIAs by leveraging advisor relationships and industry expertise in alternatives and private markets.
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 900+ 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, you’ll be responsible for the day-to-day oversight of CIM’s National Accounts team. You’ll identify each contact’s (firm or advisor) investment objectives, match their needs to appropriate CIM products and effectively present each product’s features and benefits. As a visible representative of CIM, you’ll 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, growth-oriented environment and on-the-job 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 long-standing 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: (including certification, licenses, etc.)
- Bachelor’s 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 50-75%
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 results-orientated personality. The chosen candidate must be able to operate in a fast-paced, performance and team-based 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 firm’s 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 well-rounded 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, job-related 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. For this role, bonus compensation may be a significant part of the total compensation. The anticipated base salary range for the position is $190,000- $250,000.
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.
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Top Skills
Excel
MS Office
Word
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