VP, Regional Sales Director, Wirehouse & Broker Dealer Sales New
This role is listed from Cimgroup’s careers page. You apply on their site.
Log in to applyCIM 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…
About the role
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!
POSITION PURPOSE:
The VP, Regional Sales Director, Wirehouse & Broker Dealer Sales is responsible for driving capital raising efforts and expanding the firm's presence across the private wealth marketplace. This individual contributor role develops and manages relationships with financial advisors, private bankers, investment consultants, and key gatekeepers across wirehouse, bank, and broker-dealer platforms. The Regional Sales Director serves as a trusted resource to clients and prospects, delivering investment insights, product education, and business development support to generate asset growth and deepen strategic relationships.
This role requires a highly consultative sales approach, strong investment acumen, and the ability to effectively position alternative investment solutions within advisor-managed portfolios.
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!
POSITION PURPOSE:
The VP, Regional Sales Director, Wirehouse & Broker Dealer Sales is responsible for driving capital raising efforts and expanding the firm's presence across the private wealth marketplace. This individual contributor role develops and manages relationships with financial advisors, private bankers, investment consultants, and key gatekeepers across wirehouse, bank, and broker-dealer platforms. The Regional Sales Director serves as a trusted resource to clients and prospects, delivering investment insights, product education, and business development support to generate asset growth and deepen strategic relationships.
This role requires a highly consultative sales approach, strong investment acumen, and the ability to effectively position alternative investment solutions within advisor-managed portfolios.
Requirements
RESPONSIBILITIES:
• Drive capital-raising efforts across assigned territory and distribution channels, aligning with firm strategy.
• Develop and execute a territory business plan designed to identify growth opportunities and achieve fundraising objectives.
• Prospect for new advisor relationships while deepening engagement with existing clients.
• Conduct regular in-person and virtual meetings with financial advisors and platform representatives.
• Build and maintain a robust pipeline of sales opportunities and accurately manage activities through Salesforce.
• Partner with internal marketing and investment teams to support client acquisition efforts and advisor engagement initiatives.
• Serve as a subject matter expert on the firm's investment offerings, including alternative investments, private credit, private real estate, infrastructure, and other market strategies.
• Monitor competitive developments, industry trends, and advisor needs to identify opportunities and strengthen market positioning.
• Partner with the national accounts and portfolio oversight teams and provide FA/client feedback loop on products and funds.
• Represent the firm at industry conferences, client events, and educational forums.
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
• Bachelor’s degree (preferably Finance, Economics, Accounting, or Business).
• 10+ years’ relevant experience in the investment management or financial services industry with prior experience in capital raising in the high-net-worth client sector.
• Active FINRA Series 7 & (63/65, or 66) securities licenses are required.
• Extensive territorial knowledge and knowledge of real estate, private credit, infrastructure, and private equity investment strategies a plus.
• This position requires significant travel, estimated at approximately 60% to support business needs, client relationships, and organizational priorities.
• Highly proficient in Microsoft Office including Outlook, Excel, PowerPoint, Word, SharePoint, and Teams.
• Experience with Salesforce.
ABOUT YOU:
• Presentation & Communication: clearly and confidently communicate and present complex concepts, analysis, ideas, and information internally and externally. Excellent written and verbal communication skills.
• Manage ambiguity: operate effectively even when things are not certain, or the way forward is not clear.
• Balance stakeholders: anticipate and appreciate the varying needs of all parties invested in outcomes.
• Drive: a high level of energy, a positive attitude, and a results-orientated personality. The chosen candidate must be able to operate in a fast-paced, performance and team-based environment.
• Entrepreneurism: a high degree of maturity and initiative and be excited in assisting in the development of a growing organization.
• Collaboration: a collaborative and ambitious attitude to fit with the firm’s culture and must be interested in the success of the group as a whole.
• Unassailable ethics and integrity: must always act in the best interests of clients and the firm.
• Drive capital-raising efforts across assigned territory and distribution channels, aligning with firm strategy.
• Develop and execute a territory business plan designed to identify growth opportunities and achieve fundraising objectives.
• Prospect for new advisor relationships while deepening engagement with existing clients.
• Conduct regular in-person and virtual meetings with financial advisors and platform representatives.
• Build and maintain a robust pipeline of sales opportunities and accurately manage activities through Salesforce.
• Partner with internal marketing and investment teams to support client acquisition efforts and advisor engagement initiatives.
• Serve as a subject matter expert on the firm's investment offerings, including alternative investments, private credit, private real estate, infrastructure, and other market strategies.
• Monitor competitive developments, industry trends, and advisor needs to identify opportunities and strengthen market positioning.
• Partner with the national accounts and portfolio oversight teams and provide FA/client feedback loop on products and funds.
• Represent the firm at industry conferences, client events, and educational forums.
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
• Bachelor’s degree (preferably Finance, Economics, Accounting, or Business).
• 10+ years’ relevant experience in the investment management or financial services industry with prior experience in capital raising in the high-net-worth client sector.
• Active FINRA Series 7 & (63/65, or 66) securities licenses are required.
• Extensive territorial knowledge and knowledge of real estate, private credit, infrastructure, and private equity investment strategies a plus.
• This position requires significant travel, estimated at approximately 60% to support business needs, client relationships, and organizational priorities.
• Highly proficient in Microsoft Office including Outlook, Excel, PowerPoint, Word, SharePoint, and Teams.
• Experience with Salesforce.
ABOUT YOU:
• Presentation & Communication: clearly and confidently communicate and present complex concepts, analysis, ideas, and information internally and externally. Excellent written and verbal communication skills.
• Manage ambiguity: operate effectively even when things are not certain, or the way forward is not clear.
• Balance stakeholders: anticipate and appreciate the varying needs of all parties invested in outcomes.
• Drive: a high level of energy, a positive attitude, and a results-orientated personality. The chosen candidate must be able to operate in a fast-paced, performance and team-based environment.
• Entrepreneurism: a high degree of maturity and initiative and be excited in assisting in the development of a growing organization.
• Collaboration: a collaborative and ambitious attitude to fit with the firm’s culture and must be interested in the success of the group as a whole.
• Unassailable ethics and integrity: must always act in the best interests of clients and the firm.
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