Vice President, Private Wealth Group - Remote

Overview

The Private Wealth Group is seeking a Vice President to lead fundraising campaigns across real estate, infrastructure, and debt offerings at RIA firms and Family Offices in the Central Region.

In Short

• Lead fundraising efforts for CIM’s investment platforms.
• Develop and maintain relationships with current and prospective firms.
• Manage territory through strategic business planning.
• Elevate the experience for RIA advisors and clients.
• Collaborate and mentor regional sales associates.
• Participate in industry events.
• Respond to investor information requests.
• Assist with marketing efforts post-meetings.

Requirements

• Bachelor’s degree in business or finance; MBA preferred.
• 5-10 years of regional sales experience.
• Series 7 & 63 Licenses required.
• Experience with large RIA firms and Family Offices.
• Competence with Microsoft Office and HubSpot.
• Experience with Sales Force is a plus.
• Requires 60+% travel.

Benefits

• Opportunity to make an impact in community-focused projects.
• Work with a diverse team of professionals.
• Engage in continuous self-development and improvement.