About this role
Role Overview
- This resource is a known quantity at the various wealth management groups with significant experience selling alternatives into the major bank wealth management platforms. They should have very long-standing relationships with key advisors at our target banks.
- They will provide CIM with a demand assessment for each of our products ahead of speaking to the heads of private wealth, alts, etc. about a given product.
- This function will leverage their years of experience selling alts to bank platforms to serve as an internal resource for best practices to ensure we are acting efficiently in terms of allocating time and human capital, help to determine processes deficiencies, expanding intelligently and strategically, etc.
- This resource will induce demand, and accelerate onboarding, for CIM product by leveraging their FA/Wealth Manager relationships.
- This resource will leverage their FA/Wealth Management relationships to secure advocates for our product that are internal to a given bank who will push the Head of Alts to onboard CIM funds with an assurance that our funds are high quality and can be sold efficiently and effectively.
Requirements
- Bachelor’s degree required
- Active Series 7 and 63 FINRA licenses required for this role
- Experience in Territory Management/Planning
- Proficiency using Excel, Word and other Microsoft Office products
- 7+ Years Financial Services Industry experience required
- Experience in financial instrument required
- Real estate or private equity industry experience preferred
- Ability to travel 50-75%
Benefits
- 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!