Senior Associate, International Client Group (Global Consultant Relations)

Responsibilities

• Build and maintain relationships both independently and by partnering with senior GCR team members, while taking ownership of select accounts and conducting direct outreach.
• Develop deep knowledge of firm products and narratives to confidently answer client questions, contribute to discussions, and support sales strategy and idea generation.
• Support and contribute to fundraising efforts through meeting preparation, proactive follow-up, and coordination of roadshows and client-facing events.
• Manage CRM (Salesforce) data with accountability for pipeline accuracy and progress, and assist in executing the overall sales strategy within a defined territory.
• Leverage third-party data tools-such as Preqin, eVestment, and WithIntelligence-to provide actionable investor insights and intelligence for sales initiative.
• Prepare and deliver presentations and reporting for internal stakeholders, incorporating client feedback, fundraising updates, and industry trends to inform decision-making.
• Collaborate directly with portfolio management, investment, and reporting teams to ensure timely and accurate delivery of client information and reporting requirements.

Education/experience Requirements

(including certification, licenses, etc.)

• 3 - 5 years of experience; within asset management or related sales roles preferred.
• Bachelor's degree required; a relevant field of study and internship experience are preferred.
• Active FINRA Series 7 and Series 63 licenses required.

About You

• Strong interpersonal and communication skills, both written and verbal.
• Collaborative mindset, working effectively with colleagues at all levels and locations.
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
• Ability to work effectively, as well as independently, in a team environment.
• Strong analytical skills with high attention to detail and accuracy.
• Strong project management skills.
• Proficient Salesforce and Microsoft Office applications, including Excel, PowerPoint, and Word.

How We Feel About Diversity and Inclusion

• At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do.
• We are committed to fostering an inclusive environment where diversity is not only respected but celebrated.
• We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging.
• Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.

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