1st VP, National Accounts - Private Wealth Group
New
C
CIM GroupFinancial Services
United StatesFull-TimeManager
Salary190,000 - 250,000 USD per year
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Job Details
- Experience
- 10+ years
- Required Skills
- Product ManagementSalesforceMicrosoft OfficeRelationship management
Requirements
- 10+ years’ experience with a significant understanding of relationship management and product management.
- Active FINRA Licenses (Series 7, 63).
- Experience working with financial advisors and broker/dealers.
- Proficiency with Microsoft Office suite and Salesforce.
- Exceptional communication and presentation skills.
- Ability to use sound judgment in negotiation and pricing discussions.
- Extensive travel required (30%; higher if not located in NY Metro).
- Industry experience in commercial real estate or financial services is a plus.
- Field experience, either 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, secure product approvals, and strengthen partnerships.
- Deliver periodic sponsor reviews to clients, including firm overviews, wholesaler activity, platform availability, sales performance data, marketing initiatives, and additional capabilities.
- Coordinate and attend broker-dealer and industry conferences; identify post-conference opportunities for the sales team and provide comprehensive recaps.
- Educate financial advisors on CIM Group and promote available product offerings.
- Share best practices with the sales team to enhance advisor engagement and improve sales process efficiency.
- Build new relationships while maintaining and deepening existing ones.
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