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).
- 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!
Top Skills
What We Do
CIM is a community-focused real estate and infrastructure owner, operator, lender and developer. Our in-house 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’re a diverse team of more than 990 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’re striving to make an even greater impact in the years to come.
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