1st VP, National Accounts – Private Wealth Group

AltsWire; New York (NY); Hybrid; USD 190,000 - 250,000; Full time

Benefits offered by this job

Medical, dental, and vision plans

401(k) savings plan with match

Comprehensive paid time off

Paid parental leave

Job summary

AltsWire is seeking a 1st Vice President, National Accounts for its Private Wealth Group. In this role, you will drive fundraising campaigns and support CIM’s real estate and infrastructure initiatives. A strong candidate will have over 10 years of relevant experience, ideally with National Wirehouses and Banks.

This position can be remote, but candidates in the NY Metro area are preferred. AltsWire promotes a collaborative environment for its employees and offers various benefits.

Qualifications

• Significant understanding of product management.
• Field experience preferred.
• Experience working with financial advisors and broker/dealers.

Responsibilities

• Foster collaboration across departments.
• Manage marketing and service support initiatives.
• Build strategic relationships with broker-dealers.

Skills

Relationship management

Communication skills

Negotiation

Organizational skills

Financial analysis

Education

Active FINRA Licenses (Series 7, 63)

10+ years of experience

Tools

Microsoft Office

Sales Force

Job description

# 1st VP, National Accounts – Private Wealth GroupHome » Job Openings » 1st VP, National Accounts – Private Wealth Group**Job Title:** 1st VP, National Accounts – Private Wealth Group**Job Location:** Remote**Job Description:****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 Private Wealth Group, National Accounts is seeking a 1st Vice President to support CIM’s fundraising campaigns across its platform of real estate, infrastructure and debt offerings at National Wirehouses as well as several National and Regional Banks. This position is ideally based in NYC but can be remote depending on the strength of a candidate with a preference of NY Metro and will report to the 1st VP, National Accounts. An ideal candidate should have relevant national accounts coverage experience working with National Wirehouses and some experience working with Banks.**RESPONSIBILITIES:*** Foster a collaborative approach by leveraging internal resources across the distribution value chain; drive campaigns through cross-functional coordination with Sales, Marketing, Analytics, Finance, and Product teams.* Initiate and manage marketing, sales, and service support initiatives in partnership with sales leadership, wholesalers, and support staff.* Cultivate and expand strategic relationships with new and existing broker-dealer partners.* Conduct regular travel to broker-dealer home offices to identify sales opportunities, secure product approvals, and strengthen partnerships.* Deliver periodic sponsor reviews to clients, including firm overviews,wholesaler activity, platform availability, sales performance data, marketing initiatives, and additional capabilities.* Coordinate and attend broker-dealer and industry conferences; identify post-conference opportunities for the sales team and provide comprehensive recaps.* Educate financial advisors on CIM Group and promote available product offerings.* Share best practices with the sales team to enhance advisor engagement and improve sales process efficiency.* Build new relationships while maintaining and deepening existing ones.* Maintain up-to-date knowledge of CIM Group’s marketing campaigns, websites, value-add offerings, and product positioning relative to competitors.### **EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)*** 10+ years’ experience with a significant understanding of relationship management and product management.* Industry experience in commercial real estate or financial services a plus.* Ability to use sound judgment in negotiation and pricing discussions.* Extensive travel required (30%; higher if not located in NY Metro).* Field experience, either internal or external a plus.* Experience working with financial advisors and broker/dealers.* Active FINRA Licenses (Series 7, 63).* Exceptional communication and presentation skills.* Experience with Microsoft Office suite and Sales Force required.### **ABOUT YOU:*** Leverage established, high-impact relationships with senior executives and key influencers across major Wirehouses and Banks to drive strategic initiatives and business growth.* Ability to work in a collaborative, matrixed organization; ability to effectively influence across departments and management levels.* Ability to connect up and down client organizations, from less seasoned to C-suite level clients and other centers of influence.* Creative commercial instincts to identify sales opportunities to expand product availability and commercial success for ongoing sales efforts.* 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:**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.#LI-ML1**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.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.**Application Instructions:*****Click here, for more information and to apply!***