VP, Regional Sales Director, Wirehouse & Broker Dealer Sales

CIM Group•Philadelphia, PA

19h

About The Position

The VP, Regional Sales Director, Wirehouse & Broker Dealer Sales drives capital raising and expands CIM Group’s presence across the private wealth marketplace. This individual contributor 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 by delivering investment insights, product education, and business development support to generate asset growth and deepen strategic relationships. The role requires a consultative sales approach, strong investment acumen, and the ability to position alternative investment solutions effectively within advisor-managed portfolios. The position requires significant travel, estimated at approximately 60%, to support business needs, client relationships, and organizational priorities. CIM Group is a community-focused real estate and infrastructure owner, operator, lender, and developer with more than 900 employees and projects across the Americas.

Requirements

Bachelor’s degree; Finance, Economics, Accounting, or Business preferred.
10+ years of relevant experience in the investment management or financial services industry.
Prior capital-raising experience in the high-net-worth client sector.
Active FINRA Series 7 and Series 63/65 or 66 securities licenses.
Highly proficient in Microsoft Office, including Outlook, Excel, PowerPoint, Word, SharePoint, and Teams.
Experience with Salesforce.
Able to travel approximately 60% to support business needs, client relationships, and organizational priorities.
Excellent written and verbal communication skills, including the ability to clearly present complex concepts and information.
Able to operate effectively amid ambiguity and balance varying stakeholder needs.
High energy, positive attitude, and results-oriented approach; able to work in a fast-paced, performance- and team-based environment.
Maturity, initiative, and interest in helping develop a growing organization.
Collaborative and ambitious attitude, with interest in the success of the group as a whole.
Unassailable ethics and integrity, acting in the best interests of clients and the firm.

Nice To Haves

Extensive territorial knowledge.
Knowledge of real estate, private credit, infrastructure, and private equity investment strategies.

Responsibilities

Drive capital-raising efforts across the assigned territory and distribution channels, aligning with firm strategy.
Develop and execute a territory business plan to identify growth opportunities and achieve fundraising objectives.
Prospect for new advisor relationships and deepen engagement with existing clients.
Conduct regular in-person and virtual meetings with financial advisors and platform representatives.
Build and maintain a robust sales-opportunity pipeline and accurately manage activities through Salesforce.
Partner with internal marketing and investment teams to support client acquisition 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 national accounts and portfolio oversight teams and provide a feedback loop on products and funds from financial advisors and clients.
Represent the firm at industry conferences, client events, and educational forums.

Benefits

Competitive compensation plan.
Medical, dental, and vision benefit plans.
Health Savings Account with an employer contribution.
Company-paid life and disability insurance.
401(k) savings plan with company match.
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 with monthly and quarterly prizes.