The Role
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.
Summary Generated by Built In
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 900+ 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!
This candidate will play a key role in supporting the Presidents and Co-Heads of the Global Client Group, in defining and executing the strategic vision for the firm’s institutional and private wealth business growth. This role requires a strong mix of strategic thinking, project management and analytical skills to help drive growth, optimize operations, and enhance the firm’s wealth platforms globally. The ideal candidate will have experience in wealth management, private markets and/or asset management.
RESPONSIBILITIES:
- Strategic Planning & Execution: Assist in developing and implementing strategic initiatives for the firm’s Global Client platforms.
- Market Research & Competitive Analysis: Analyze industry trends, market opportunities, and competitor positioning to inform strategy.
- Operational Efficiency & Process Improvement: Identify and implement best practices to enhance efficiency and scalability.
- Project Management: Oversee key initiatives from inception to execution, coordinating with cross-functional teams.
- Executive Support: Prepare high-impact presentations, reports, and strategic recommendations for senior leadership.
- Stakeholder Engagement: Work closely with internal teams (investment, legal, compliance, marketing) and external partners to support business objectives.
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
- Bachelor’s Degree.
- 5+ Years Required; Relevant experience in strategy consulting, project management, private markets, investment banking, or asset/wealth management.
ABOUT YOU:
- Ability to manage multiple projects and work effectively in a fast-paced environment.
- Excellent communication and presentation skills, with experience creating materials for senior executives.
- Self-starter with a strong sense of personal accountability and urgency.
- Experience with global wealth management strategies and structures is a plus.
- Desire to join a growing asset management platform with the highest ethical and performance standards.
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. At CIM, base pay is one part of the total compensation package. For this role, bonus compensation may be a significant part of the total compensation. The anticipated base salary range for the position in New York, NY is $125,000 - $175,000.
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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.
CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy.
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.
Skills Required
- Bachelor's Degree
- 5+ years relevant experience in strategy consulting, project management, private markets, investment banking, or asset/wealth management
- Experience in project management and coordinating cross-functional initiatives
- Strategic thinking and strong analytical skills
- Excellent communication and presentation skills, including creating materials for senior executives
- Ability to manage multiple projects in a fast-paced environment
- Experience working with internal stakeholders (investment, legal, compliance, marketing) and external partners
- Self-starter with strong sense of accountability and urgency
- Experience with global wealth management strategies and structures
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The Company
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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