Vice President, Regional Sales Director, Wirehouse & Broker Dealer Sales Greater Philadelphia, PA Area

The Company is seeking a VP, Regional Sales Director for Wirehouse and Broker Dealer Sales. The successful candidate will be responsible for driving capital-raising efforts and expanding the firm's presence in the private wealth marketplace. This role involves developing and managing relationships with financial advisors, private bankers, investment consultants, and key gatekeepers across various platforms. The VP, Regional Sales Director will serve as a trusted resource, delivering investment insights, product education, and business development support to generate asset growth and deepen strategic relationships. A highly consultative sales approach, strong investment acumen, and the ability to position alternative investment solutions within advisor-managed portfolios are essential. Candidates for this position should have a Bachelor’s degree, preferably in a related field, and at least 10 years of experience in the investment management or financial services industry, with a focus on capital raising in the high-net-worth client sector. Active FINRA Series 7 and (63/65, or 66) securities licenses are required. The role demands extensive territorial knowledge and experience with real estate, private credit, infrastructure, and private equity investment strategies. The ideal candidate will be highly proficient in Microsoft Office, have experience with Salesforce, and be prepared for significant travel to support business needs. Key personal attributes include excellent presentation and communication skills, the ability to manage ambiguity, a strong sense of ethics and integrity, and a collaborative, results-oriented approach.

Hiring Company

CIM Group