• A top performer in this role is a positive, highly motivated and effective professional with prior experience in financial sales, relationship management, and leadership with a background in the real estate or private equity industry. CIM offers a diverse, growth-oriented environment and on-the-job training.
• This resource is a known quantity at the various wealth management groups with significant experience selling alternatives into the major bank wealth management platforms. They should have very long-standing relationships with key advisors at our target banks.
• They will provide CIM with a demand assessment for each of our products ahead of speaking to the heads of private wealth, alts, etc. about a given product.
• This function will leverage their years of experience selling alts to bank platforms to serve as an internal resource for best practices to ensure we are acting efficiently in terms of allocating time and human capital, help to determine processes deficiencies, expanding intelligently and strategically, etc.
• This resource will induce demand, and accelerate onboarding, for CIM product by leveraging their FA/Wealth Manager relationships.
• This resource will leverage their FA/Wealth Management relationships to secure advocates for our product that are internal to a given bank who will push the Head of Alts to onboard CIM funds with an assurance that our funds are high quality and can be sold efficiently and effectively.
• ## EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)