VP, Regional Sales Director, Wirehouse & Broker Dealer Sales

About CIM Group, LP CIM is a community-focused real estate and infrastructure owner, operator, lender and developer. Our in-house 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’re a diverse team of more than 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’re striving to make an even greater impact in the years to come. To learn more about CIM, visit us at: http://www.cimgroup.com

CIM Group, LP

Creating Value. Enhancing Communities.

Real EstateInfrastructureFinancial ServicesCommercial Real EstateDevelopmentREITNet-Lease Real EstateDiversityCommunity-FocusedLending

C

cimgroup.com

501-1,000 employees

Financial Services

Los Angeles, CA

1994

Privately Held

44k LinkedIn followers

Raised $47.5M

• 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.
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• 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.

• 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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• At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including
• 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!
• Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. At CIM, base pay is one part of the total compensation package. For this role, bonus compensation may be a significant part of the total compensation. The anticipated base salary range for the position in Chicago, IL is $175,000 - $200,000.

• Medical insurance
• Dental insurance
• Vision insurance
• Health savings account
• Company paid life insurance
• Disability insurance
• 401(k) savings plan
• Paid time off
• Paid holidays
• Sick time
• Bereavement leave
• Volunteer time off
• Paid parental leave
• Professional development programs
• Wellness program