Teams at CIM Group

Support Global Client Group leadership by developing and executing strategic initiatives, conducting market and competitive analysis, improving operational efficiency, managing cross-functional projects, preparing executive-level presentations and reports, and engaging stakeholders to drive institutional and private wealth business growth.

Lead design and execution of enterprise cost allocation strategy; analyze financial, operational, and technology data; partner with IT, Accounting, Finance, Legal and Compliance; produce visualizations and reports; document processes, ensure controls, and drive stakeholder engagement to inform leadership decisions and enterprise planning.

Support Presidents and Co-Heads of the Global Client Group by driving strategic planning, market research, operational improvements, and project management. Prepare executive presentations and reports, coordinate cross-functional stakeholders, and help execute growth initiatives for institutional and private wealth platforms.