Associate, Global Consultant Relations

This position is best suited for those candidates who thrive in a culture that emphasizes cross‐ functional collaboration and accountability for delivering results. This person will work closely to support those that are growing and leveraging our client relationships internationally. They will coordinate activities to support the maintenance and growth of existing and newly formed relations.

The Client Engagement Group (CEG) is seeking an Associate to manage, administer and organize activities across the Global Consultant Relations Group team. This position is located in Los Angeles, CA, and will report to the 1st Vice President, Client Engagement Group. The Associate will own and facilitate day‐to‐day tasks and ensure clear and effective coordination and communication across the group and with internal client groups.

• Collaborate closely with the Global Consultant Relations team to fulfill the functional and operational objectives and goals effectively
• Maintain the team schedule and assist in coordinating external meetings
• Foster clear and efficient communication within the team and across CIM
• Conduct research and analysis on consultants, competitors, and market trends
• Participate in strategic business planning to build and update overall GCR team / individual firm plans
• Attend in-person/phone meetings and support post-meeting communication and other marketing efforts
• Define project scopes in collaboration with the Global Consultant Relations team and ICG management
• Ensure timely delivery of project deliverables at the required level of quality
• Prepare internal and external communications, including briefing notes, Salesforce reports, emails, and presentations

• Proficient in Excel, Word, Salesforce, and other Microsoft Office products
• Industry level certifications e.g. IMC, CFA and CAIA would be advantageous
• FINRA Series 7 & 63 licensing preferred
• Bachelor's degree
• Collaborative mindset, working effectively with colleagues at all levels and locations
• Ability to demonstrate sound initiatives and develop ideas for client engagements
• Adaptable and flexible in response to changing priorities and managing multiple responsibilities
• Field responses to programmatic and ad-hoc inquiries
• Strong interpersonal and communication skills, both written and verbal, with strong attention to detail
• 3+ years of institutional relationship management experience

*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.

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

A variety of Medical, dental, and vision benefit plans

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. This role is eligible for bonus pay in addition to base salary. The anticipated base salary range for the position in Los Angeles, CA is $90,000 - $110,000.

Health Savings Account with a generous employer contribution

Company paid life and disability insurance

Wellness program, including monthly and quarterly prizes

Ongoing professional development programs

Up to 16 hours of volunteer time off

401(k) savings plan, with company match

Up to 16 weeks of Paid Parental Leave