1st VP, Strategic Partnerships - Private Wealth Group

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.