Associate, Client Engagement Group (Private Wealth)
CIM Group, LPPhoenix, Arizona, United States
Posted August 4, 2023
Full Time
About the Company
CIM Group, LP is a community-focused real estate and infrastructure company with over two decades of experience. Specializing in ownership, operation, lending, and development, CIM's team creates value in real assets across the Americas, delivering jobs and sustainable infrastructure while enhancing communities. With more than 1,000 employees, CIM remains dedicated to its core values of diversity, professional development, and investor-focused strategies.
Job Description
CIM Group is seeking an Associate, Client Engagement Group, Private Wealth position in Phoenix, AZ. This role focuses on building relationships with financial advisors and key stakeholders, presenting CIM’s products, and driving sales to achieve product sales objections. The position involves proactive outreach, collaboration, and continuous learning within a diverse and fast-paced environment.
Requirements
- Proactive reach out to financial advisors.
- Identify client investment objectives and present appropriate CIM products.
- Collaborate with external wholesalers and develop territory-specific strategies.
- Maintain product knowledge and stay updated on industry trends.
- Track sales activities and report progress.
Benefits
- Medical, dental, and vision benefit plans
- Health Savings Account with employer contribution
- Company paid life and disability insurance
- 401(k) savings plan
- Comprehensive paid time off
- Paid Parental Leave
- Ongoing professional development programs
- Wellness program
