What are the responsibilities and job description for the Associate, Client Engagement Group (Private Wealth - Internal Wholesaler) position at CIM GROUP and Careers?
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 Associate, Client Engagement Group, Private Wealth position is based at CIM’s office in Phoenix and reports to the 1st Vice President, Client Engagement Group. As an Associate, you are responsible for making and taking daily calls to your respective territory with the goal of making significant contribution to the achievement of CIM’s product sales objections with the partnership of your external wholesaler in the Private Wealth channel. A top performer in this role is a positive, highly motivated and detail-oriented sales professional with prior experience in financial sales, a background in the real estate or private equity industry and a desire to learn. CIM offers a diverse, growth-oriented environment and on-the-job training.
RESPONSIBILITIES:
- Proactively reach out to financial advisors and key stakeholders within assigned territory to promote CIM’s product offerings.
- Identify each contact’s investment objectives, match their needs to appropriate CIM products and effectively present each product’s features and benefits.
- Collaborate closely with the external wholesaler to develop and execute territory-specific sales strategies.
- Maintain a high level of product knowledge and stay informed about industry trends, competitive products, and market conditions.
- Assist in organizing and supporting advisor meetings, webinars, and conference calls.
- Track and report sales activities, pipeline progress, and advisor feedback using CRM software.
- Participate in ongoing training and development to stay up-to-date with CIM products and market changes.
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
- Bachelor's Degree or equivalent experience
- Active Series 7 and 63 FINRA licenses required for this role
ABOUT YOU:
- 1-3 years of experience in financial sales, real estate, or private equity, preferably in a client-facing role.
- Excellent communication and interpersonal skills, with the ability to build relationships and influence decision-makers.
- Highly organized, with strong attention to detail and the ability to manage multiple tasks in a fast-paced environment.
- Proficient in CRM systems (e.g., Salesforce) and Microsoft Office Suite (Word, Excel, PowerPoint).
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, EQUITY, 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.
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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.
Work Location: In person