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 Client Engagement Group (CEG) is seeking an Associate to manage, administer and organize activities across the Institutional Client Group team. This position is located in the Phoenix office and will report to the 1st Vice President of Client Engagement Group. The Associate will own and facilitate day‐to‐day tasks and ensure clear and effective coordination and communication across the group and with internal client groups.

This position is best suited for those candidates who thrive in a culture that emphasizes cross‐ functional collaboration and accountability for delivering results. This person will work closely with Portfolio Oversight, Fund Operations, Marketing, Compliance, Accounting and Investments. In this position, you will play a key role in supporting CIM’s Institutional (Global) Distribution Team to attract capital to our funds while also supporting business development internationally.

RESPONSIBILITIES:

• Collaborate closely with the team to fulfill the department’s functional and operational objectives and goals effectively.
• Handle and manage responses to programmatic and ad-hoc prospective investor inquiries, such as RFPs, DDQs, and RFIs.
• Foster clear and efficient communication within the team and across CIM.
• Define project scopes in collaboration with the Relationship Manager and management.
• Ensure timely delivery of project deliverables at the required level of quality.
• Conduct research and analysis on potential investors, competitors, and market trends.
• Maintain the team schedule and assist in coordinating investor meetings.
• Attend in-person/phone meetings and support post-meeting communication and other marketing efforts.
• Prepare internal and external communications, including Salesforce reports, emails, and presentations.

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:

• Strong interpersonal and communication skills, both written and verbal.
• Collaborative mindset, working effectively with colleagues at all levels and locations.
• Adaptable and flexible in response to changing priorities.
• Ability to demonstrate sound initiatives and develop ideas for client engagements.
• Proficient in Excel, Word, Salesforce, and other Microsoft Office products.

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 laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.

*Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.

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CIM does not accept unsolicited resumes from Agencies. Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.