Regional Vice President, Solutions Field Strategy
Calix
Cloud
Vice President, National Accounts
CIM Group
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- 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.
Requirements
- 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 (70%).
- 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.
Benefits
- 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!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
relationship managementproduct managementnegotiationpricing discussionssales process efficiencyfinancial advisingbroker/dealer experience
Soft skills
collaborationcommunicationpresentationstrategic relationship buildingcross-functional coordination
Certifications
FINRA Series 7FINRA Series 63
