VP of Wealth Development

Website Caliber The Wealth Development Company

Caliber is a leading financial services company in the alternative asset management space, focused on commercial real estate, providing accredited investors and registered investment advisors with well-structured alternatives to traditional investments.

Full Job Description

  • Caliber is seeking a full-time VP of Wealth Development to support our market in Texas. Office located in Bryan, TX.
  • Must reside in TX at the time of application.
  • This position represents Caliber through building relationships with Broker/Dealer and RIA partners and raising capital from those partners for Caliber’s various offerings.
  • This role will educate our partners on the different offerings available through Caliber and help to achieve the company’s growth towards its $5B target.
  • Success in the role will include;
  • Meeting the capital raise targets assigned;
  • Establishing relationships internally and externally to grow the Caliber brand;
  • Capture sales information on contact information on a company CRM,
  • Provide intelligence on competitive products in the market.
  • You will be successful in this role by learning the products, building relationships internally and externally, and representing the Caliber brand with integrity.

Primary Responsibilities:

  • Sell Caliber’s offerings to family offices and UHNW individuals.
  • Must have existing relationships with family offices and UNHW individuals.
  • Raise capital amount agreed upon annually with the Sales Manager.
  • Consistently work to build relationships with family offices and UNHW individuals through proactive telephone calls and contact follow up.
  • Portray a strong understanding of the capital markets and securities industry and demonstrate proficiency in alternative investments.
  • Learn, understand, and professionally represent all Caliber strategies while keeping up to date with competing strategies and products.
  • Manage prospects throughout the entire sales cycle.
  • Drive attendance to various meetings, territory roadshows and firm events.
  • Manage the time and tasks of an inside sales team member(s) depending on business volume.
  • Responds to inquiries and resolves problems of a complex nature.
  • Stays current and up to date with market, economic and industry trends, as well as competitor products.
  • Supplies input concerning industry developments and client needs for incorporation into company’s strategic marketing decisions.

Qualifications (required unless otherwise stated):

  • Experience as a licensed Financial Advisor, Investment Advisor or Broker Dealer Representative.
  • FINRA Series 7 and 63 required.
  • 5+ years relevant industry experience with strong working relationships/rolodex.
  • Experience selling private placements, 1031, and Reg D offerings.
  • Must have a proven track record of sales success.
  • Must have ability to travel overnight approximately 25% of the time.
  • Must reside within Texas.

Knowledge, Skills and Abilities:

  • Exceptional interpersonal skills and ability to engender trust and build relationships.
  • Ability to deliver great customer service even in challenging situations.
  • Ability to work cooperatively and collaboratively with all levels of team members, leadership, and external parties to maximize performance, creativity, problem-solving and results.
  • Strong technical skills and proficiency with Microsoft Office products and company business systems.
  • Capability to operate independently to produce creative and practical solutions from general direction.
  • Ability to thrive in a fast-paced, constantly changing environment.
  • Excellent interpersonal, teamwork and relationship building skills.
  • Strong oral and written communication skills including but not limited to group presentation demonstrating financial sales skills.
  • Must be self-motivated and able to work effectively with minimal supervision.

Pay: $102K – $129K a year

To apply for this job please visit caliber.applytojob.com.

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