Associate, Client Engagement Group (Private Wealth)

ABOUT CIM GROUP:CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 1,000+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today!
POSITION PURPOSE: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.

RESPONSIBILITIES:

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

EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)

• Bachelor's Degree or equivalent experience
• Active Series 7 and 63 FINRA licenses required for this role

ABOUT YOU:

• 1-3 years of experience in financial sales, real estate, or private equity, preferably in a client-facing 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.
• Proficient in CRM systems (e.g., Salesforce) and Microsoft Office Suite (Word, Excel, PowerPoint).

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:•   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!
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.
HOW WE FEEL ABOUT DIVERSITY AND INCLUSION: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 law