Associate, Client Engagement Group (Private Wealth)

CIM Group • Phoenix, AZ

83d

About The Position

The Client Engagement Group (CEG) is seeking an Associate to manage, administer and organize activities across the Institutional Client Group team. This position is located in the Phoenix office and will report to the 1st Vice President of Client Engagement Group. The Associate will own and facilitate day-to-day tasks and ensure clear and effective coordination and communication across the group and with internal client groups. This position is best suited for those candidates who thrive in a culture that emphasizes cross-functional collaboration and accountability for delivering results. This person will work closely with Portfolio Oversight, Fund Operations, Marketing, Compliance, Accounting and Investments. In this position, you will play a key role in supporting CIM's Institutional (Global) Distribution Team to attract capital to our funds while also supporting business development internationally.

Requirements

• Bachelor's Degree or equivalent experience
• Active Series 7 and 63 FINRA licenses required for this role

Nice To Haves

• Strong interpersonal and communication skills, both written and verbal.
• Collaborative mindset, working effectively with colleagues at all levels and locations.
• Adaptable and flexible in response to changing priorities.
• Ability to demonstrate sound initiatives and develop ideas for client engagements.
• Proficient in Excel, Word, Salesforce, and other Microsoft Office products.

Responsibilities

• Collaborate closely with the team to fulfill the department's functional and operational objectives and goals effectively.
• Handle and manage responses to programmatic and ad-hoc prospective investor inquiries, such as RFPs, DDQs, and RFIs.
• Foster clear and efficient communication within the team and across CIM.
• Define project scopes in collaboration with the Relationship Manager and management.
• Ensure timely delivery of project deliverables at the required level of quality.
• Conduct research and analysis on potential investors, competitors, and market trends.
• Maintain the team schedule and assist in coordinating investor meetings.
• Attend in-person/phone meetings and support post-meeting communication and other marketing efforts.
• Prepare internal and external communications, including Salesforce reports, emails, and presentations.

Benefits

• 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!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Real Estate
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees