Associate, Client Engagement Group (Private Wealth - Internal Wholesaler)

Description

• Proactively reach out to financial advisors and key stakeholders within assigned territory to promote CIM’s product offerings
• Maintain a high level of product knowledge and stay informed about industry trends, competitive products, and market conditions
• Identify each contact’s investment objectives, match their needs to appropriate CIM products and effectively present each product’s features and benefits.
• Track and report sales activities, pipeline progress, and advisor feedback using CRM software
• Collaborate closely with the external wholesaler to develop and execute territory-specific sales strategies
• Assist in organizing and supporting advisor meetings, webinars, and conference calls
• Participate in ongoing training and development to stay up-to-date with CIM products and market changes

Requirements

The Associate, Client Engagement Group, Private Wealth position is based at CIM’s office in Phoenix and reports to the 1st Vice President, Client Engagement Group. As an Associate, you are responsible for making and taking daily calls to your respective territory with the goal of making significant contribution to the achievement of CIM’s product sales objections with the partnership of your external wholesaler in the Private Wealth channel. A top performer in this role is a positive, highly motivated and detail-oriented sales professional with prior experience in financial sales, a background in the real estate or private equity industry and a desire to learn. CIM offers a diverse, growth-oriented environment and on-the-job training.

• 1-3 years of experience in financial sales, real estate, or private equity, preferably in a client-facing role
• Bachelor's Degree or equivalent experience
• Proficient in CRM systems (e.g., Salesforce) and Microsoft Office Suite (Word, Excel, PowerPoint)
• Active Series 7 and 63 FINRA licenses required for this role
• Excellent communication and interpersonal skills, with the ability to build relationships and influence decision-makers
• Highly organized, with strong attention to detail and the ability to manage multiple tasks in a fast-paced environment

Benefits

*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.

Up to 16 hours of volunteer time off

A variety of Medical, dental, and vision benefit plans

Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave

Ongoing professional development programs

Up to 16 weeks of Paid Parental Leave

Wellness program, including monthly and quarterly prizes

401(k) savings plan, with company match

Company paid life and disability insurance

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.

Health Savings Account with a generous employer contribution

Training + Development

Interview process

Visa Sponsorship

Security clearance