VP, Regional Sales Director, Wirehouse & Broker Dealer Sales

CIM Group, LP•Philadelphia, PA

About The Position

The VP, Regional Sales Director, Wirehouse & Broker Dealer Sales is an individual contributor responsible for driving capital raising efforts and expanding CIM Group’s presence across the private wealth marketplace. The role develops and manages relationships with financial advisors, private bankers, investment consultants, and key gatekeepers across wirehouse, bank, and broker-dealer platforms. It serves as a trusted resource to clients and prospects by providing investment insights, product education, and business development support to generate asset growth and deepen strategic relationships. The position requires a consultative sales approach, strong investment acumen, and the ability to position alternative investment solutions within advisor-managed portfolios. It includes significant travel, estimated at approximately 60%, to support business needs, client relationships, and organizational priorities.

Requirements

Bachelor’s degree, preferably in Finance, Economics, Accounting, or Business.
10 or more years of relevant experience in investment management or financial services, including prior capital-raising experience in the high-net-worth client sector.
Active FINRA Series 7 and Series 63/65 or Series 66 securities licenses.
Significant travel, estimated at approximately 60%, is required.
High proficiency in Microsoft Office, including Outlook, Excel, PowerPoint, Word, SharePoint, and Teams.
Experience with Salesforce.
Excellent written and verbal communication skills, including the ability to clearly and confidently present complex concepts, analysis, ideas, and information internally and externally.
Ability to operate effectively amid ambiguity and balance the varying needs of stakeholders.
High energy, a positive attitude, and a results-oriented approach, with the ability to work in a fast-paced, performance- and team-based environment.
Maturity, initiative, and enthusiasm for 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 financial advisor/client feedback loop on products and funds.
Represent the firm at industry conferences, client events, and educational forums.

Benefits

Competitive compensation plan.
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.