Analyst, Client Engagement Group (Private Wealth - Internal Wholesaler)

Job Description 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:We are seeking a motivated and detail-oriented scheduler to join our Private Wealth team. In this role, you will support our sales team by managing schedules, coordinating meetings, and ensuring effective communication with clients and internal stakeholders. Your efforts will contribute significantly to our overall sales strategy and client engagement.RESPONSIBILITIES:Coordinate and schedule meetings for the wholesaling team, ensuring all logistics are managed effectively.Assist in preparing materials and agendas for meetings and presentations.Maintain and update the sales calendar, tracking appointments, follow-ups, and client interactions.Support the internal sales team by handling incoming inquiries and directing them to the appropriate resources.Maintain accurate records of meetings, including notes, action items, and follow-up tasks.Collaborate with sales team members to identify and prioritize leads and opportunities.Provide administrative support, including data entry and management of CRM systems.Monitor and analyze the effectiveness of scheduling and follow-up processes, offering suggestions for improvements.EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)Bachelor's degree in business, finance, or a related field preferred.ABOUT YOU:Strong organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.Excellent communication and interpersonal skills, capable of engaging with clients and colleagues at various levels.Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems.Ability to work independently and as part of a team in a fast-paced environment.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 plansHealth Savings Account with a generous employer contributionCompany paid life and disability insurance401(k) savings plan, with company matchComprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leaveUp to 16 hours of volunteer time offUp to 16 weeks of Paid Parental LeaveOngoing professional development programsWellness program, including monthly and quarterly prizesAnd 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. #LI-SP1HOW 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. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together. *Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy.CIM does not accept unsolicited resumes from Agencies. Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.