Institutional Sales
FinStrat Management, Inc.
VP, Private Wealth Group – RIA and Family Office
CIM Group
full-time
Posted on:
Origin: • 🇺🇸 United States • Illinois
Visit company websiteSalary
💰 $150,000 - $175,000 per year
Job Level
Lead
About the role
- Support CIM’s fundraising campaigns across real estate, infrastructure and debt offerings at large RIA firms, RIA aggregators and Family Offices within the Central Region
- Articulate CIM's investment strategy, platforms, competitive advantages, performance, and explain CIM's investments to existing and potential investors and stakeholders
- Develop and maintain relationships with an assigned list of current and prospective firms and serve as primary point of contact
- Manage a territory through goalsetting, strategic business planning, time blocking, pipeline and activity reporting
- Leverage presentation skills, industry expertise, interview techniques, and strategic messaging to engage RIA advisors and their clients
- Serve as primary coverage for assigned firms and advisors including Family Offices and RIA Aggregators
- Collaborate and mentor regional sales associates in the RIA/FO channel
- Attend and participate in sponsored industry events
- Respond to and manage programmatic and ad-hoc prospective investor information requests such as RFPs, DDQs and RFIs
- Assist with post meeting communication and other marketing efforts
- Report to the 1st VP, Western Divisional Sales and work remotely with a preference for Chicago, IL or Texas
Requirements
- Bachelor’s degree in business, finance or related field required (MBA preferred)
- Between 5 and 10 years’ experience in internal/external regional sales
- Series 7 & 63 Licenses required
- CAIA, CFA or other industry designations preferred
- Experience in large RIA firms, Family Offices and alternative investments preferred
- Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint and HubSpot
- Experience with Sales Force or similar software a plus
- Requires 60+% travel
- Deep relationships in the large RIA and Family Office space within their respective territory
- Thorough understanding of deliverable platforms, such as CAIS and ICapital
- Mastery of the Aggregator space for the RIA Channel
- Excellent verbal and written communication skills, organizational and presentation skills, and strong attention to detail
- Collaborative, builds trust, operates with balance of IQ and EQ
- Intellectually curious, possesses gravitas; hands-on, long-term oriented
- Ability to work well under pressure, manage multiple responsibilities and prioritize workload
- High level of energy, discipline, tenacity and self-motivation
- Operate with a high degree of integrity, pursue ongoing self-development and improvement
