1st VP, Strategic Partnerships - Private Wealth Group
New
RemoteFull-TimeVp
Salary not disclosed
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Job Details
- Experience
- 10+ years
- Required Skills
- Product ManagementSalesforceMicrosoft OfficeRelationship management
Requirements
- 10+ years of experience with significant understanding of relationship management and product management.
- Active FINRA Series 7 and 63 licenses.
- Experience working with financial advisors and broker/dealers.
- Proficiency with Microsoft Office suite and Salesforce.
- Extensive travel required (30%; higher if not located in NY Metro).
- Ability to use sound judgment in negotiation and pricing discussions.
- Exceptional communication and presentation skills.
- Experience in commercial real estate or financial services is a plus.
- Field experience (internal or external) is a plus.
Responsibilities
- Foster a collaborative approach by leveraging internal resources across the distribution value chain.
- Drive campaigns through cross-functional coordination with Sales, Marketing, Analytics, Finance, and Product teams.
- Initiate and manage marketing, sales, and service support initiatives in partnership with sales leadership, wholesalers, and support staff.
- Cultivate and expand strategic relationships with new and existing broker-dealer partners.
- Conduct regular travel to broker-dealer home offices to identify sales opportunities and secure product approvals.
- Deliver periodic sponsor reviews to clients covering performance, marketing, and platform availability.
- Coordinate and attend broker-dealer and industry conferences.
- Educate financial advisors on CIM Group and promote available product offerings.
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