Associate Vice President, Global Client Group

Cimgroup

New York (NY)

On-site

USD 125,000 - 175,000

Full time

14 days+

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Benefits offered by this job

Health insurance
Health Savings Account
Life & disability insurance
401(k) plan with match
Paid time off
Paid parental leave
Professional development
Wellness program

Job summary

CIM Group in New York, NY seeks a senior strategist to help define and execute growth for the firm’s global client platforms. You will combine strategic thinking, project management and analytics to drive wealth platform growth and operational efficiency.

The ideal candidate has 5+ years in strategy consulting, project management or asset/wealth management, with strong communication and cross-functional collaboration skills.

Qualifications

  • Experience in strategy consulting, project management, private markets, investment banking or asset/wealth management.
  • Ability to manage multiple projects in a fast-paced environment.
  • Excellent presentation and communication skills for senior executives.

Responsibilities

  • Strategic Planning & Execution: develop and implement initiatives for Global Client platforms.
  • Market Research & Competitive Analysis: analyze trends and opportunities for strategy.
  • Operational Efficiency & Process Improvement: identify and apply best practices.
  • Project Management: oversee initiatives from inception to execution with cross-functional teams.
  • Executive Support: prepare high-impact presentations and strategic reports for leadership.
  • Stakeholder Engagement: collaborate with internal teams and external partners to support objectives.

Skills

Strategic planning
Market research
Operational excellence
Project management
Executive support
Stakeholder engagement
Strong communication

Education

Bachelor’s Degree

Job description

POSITION PURPOSE

This candidate will play a key role in supporting the Presidents and Co-Heads of the Global Client Group, in defining and executing the strategic vision for the firm’s institutional and private wealth business growth. This role requires a strong mix of strategic thinking, project management and analytical skills to help drive growth, optimize operations, and enhance the firm’s wealth platforms globally. The ideal candidate will have experience in wealth management, private markets and/or asset management.

RESPONSIBILITIES & QUALIFICATIONS
  • Strategic Planning & Execution: Assist in developing and implementing strategic initiatives for the firm’s Global Client platforms.
  • Market Research & Competitive Analysis: Analyze industry trends, market opportunities, and competitor positioning to inform strategy.
  • Operational Efficiency & Process Improvement: Identify and implement best practices to enhance efficiency and scalability.
  • Project Management: Oversee key initiatives from inception to execution, coordinating with cross-functional teams.
  • Executive Support: Prepare high-impact presentations, reports, and strategic recommendations for senior leadership.
  • Stakeholder Engagement: Work closely with internal teams (investment, legal, compliance, marketing) and external partners to support business objectives.
  • Bachelor’s Degree.
  • 5+ Years Required; Relevant experience in strategy consulting, project management, private markets, investment banking, or asset/wealth management.
  • Ability to manage multiple projects and work effectively in a fast-paced environment.
  • Excellent communication and presentation skills, with experience creating materials for senior executives.
  • Self-starter with a strong sense of personal accountability and urgency.
  • Experience with global wealth management strategies and structures is a plus.
  • Desire to join a growing asset management platform with the highest ethical and performance standards.
WHAT CIM OFFERS
  • 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.

The anticipated base salary range for the position in New York, NY is $125,000 - $175,000.

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.

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.

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