Regional Sales Director
US$175,000 – US$200,000 / yr base salary
Posted 16 Oct 2026
Advertised as “VP, Regional Sales Director, Wirehouse & Broker Dealer Sales”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 10+ yrs
- Management level
- Individual contributor
- Employment
- On-Site
- Contract
- Full-time
| Base salary | US$175,000 – US$200,000 / yr |
|---|
CertificationsSeries 7
Field of studyAccounting, Business, Economics, Finance
Study levelBachelor's
ABOUT CIM GROUP: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today!
POSITION PURPOSE:
The VP, Regional Sales Director, Wirehouse & Broker Dealer Sales is responsible for driving capital raising efforts and expanding the firm's presence across the private wealth marketplace. This individual contributor role 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, delivering investment insights, product education, and business development support to generate asset growth and deepen strategic relationships.
This role requires a highly consultative sales approach, strong investment acumen, and the ability to effectively position alternative investment solutions within advisor-managed portfolios.
RESPONSIBILITIES:
- Drive capital-raising efforts across assigned territory and distribution channels, aligning with firm strategy.
- Develop and execute a territory business plan designed to identify growth opportunities and achieve fundraising objectives.
- Prospect for new advisor relationships while deepening engagement with existing clients.
- Conduct regular in-person and virtual meetings with financial advisors and platform representatives.
- Build and maintain a robust pipeline of sales opportunities and accurately manage activities through Salesforce.
- Partner with internal marketing and investment teams to support client acquisition efforts 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 the national accounts and portfolio oversight teams and provide FA/client feedback loop on products and funds.