POSITION PURPOSE:This candidate will play a key role in supporting the Presidents and Co-Heads of the Global Client Group, in defining and executing the strategic vision for the firm's institutional and private wealth business growth. This role requires a strong mix of strategic thinking, project management and analytical skills to help drive growth, optimize operations, and enhance the firm's wealth platforms globally. The ideal candidate will have experience in wealth management, private markets and/or asset management.
RESPONSIBILITIES:- Strategic Planning & Execution: Assist in developing and implementing strategic initiatives for the firm's Global Client platforms.
- Market Research & Competitive Analysis: Analyze industry trends, market opportunities, and competitor positioning to inform strategy.
- Operational Efficiency & Process Improvement: Identify and implement best practices to enhance efficiency and scalability.
- Project Management: Oversee key initiatives from inception to execution, coordinating with cross-functional teams.
- Executive Support: Prepare high-impact presentations, reports, and strategic recommendations for senior leadership.
- Stakeholder Engagement: Work closely with internal teams (investment, legal, compliance, marketing) and external partners to support business objectives.
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)- Bachelor's Degree.
- 5+ Years Required; Relevant experience in strategy consulting, project management, private markets, investment banking, or asset/wealth management.
ABOUT YOU:- Ability to manage multiple projects and work effectively in a fast-paced environment.
- Excellent communication and presentation skills, with experience creating materials for senior executives.
- Self-starter with a strong sense of personal accountability and urgency.
- Experience with global wealth management strategies and structures is a plus.
- Desire to join a growing asset management platform with the highest ethical and performance standards.
WHAT CIM OFFERS:At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:
- 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!
Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. At CIM, base pay is one part of the total compensation package. For this role, bonus compensation may be a significant part of the total compensation. The anticipated base salary range for the position in New York, NY is $125,000 - $175,000.
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