VP, Private Wealth Group (RIA and Family Office - Central)

VP, Private Wealth Group (RIA and Family Office - Central)

The Private Wealth Group, RIA / FO Channel is seeking a Vice President to support CIM's fundraising campaigns across its platform of real estate, infrastructure and debt offerings at large RIA firms, RIA aggregators and Family Office within the Central Region. This position is remote with a preference of either Chicago, IL or Texas and will report to the 1st VP, Western Divisional Sales. An ideal candidate should have relevant regional sales experience working with large RIA firms and Family Offices in alternative investments.

Responsibilities :

• Responsible for articulating CIM's investment strategy, platforms, competitive advantages, performance, and for explaining in detail CIM's various investments to both existing and potential investors and other stakeholders.
• Develop and maintain relationships with an assigned list of current and prospective firms and be the primary point of contact for this assigned list of accounts providing and maintaining regular communication and client service through both in-person & virtual meetings with the goal of making a significant contribution to the achievement of CIM's product sales objectives.
• Manage a territory effectively through goalsetting, strategic business planning, time blocking, pipeline and activity reporting.
• Leverage strong presentation skills, industry expertise, interview techniques, and strategic messaging to elevate the experience for RIA advisors and their clients.
• Serve as primary coverage for assigned firms and advisors which include Family Offices and RIA Aggregators.
• Collaborate and mentor colleagues in the regional sales associate level of the RIA / FO channel as they support the fundraising efforts.
• Attend and participate in sponsored industry events.
• Respond to, and manage content associated with, programmatic and ad-hoc prospective investor information requests, such as RFPs, DDQs and RFIs.
• Assist with post meeting communication and other marketing efforts.

Education / Experience Requirements :

About You :

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 :

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 $150,000- $175,000.

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.