VP, Regional Sales Director, Wirehouse & Broker Dealer Sales in Chicago, Illinois at CIM Group

POSITION PURPOSE:

• 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.

• 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.

• 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.