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VP of Wealth Development

2 months ago

Bryan, Texas, United States Caliber Companies Full time
Job Title: VP of Wealth Development

Caliber Companies is seeking a highly skilled and experienced VP of Wealth Development to join our team. As a key member of our organization, you will be responsible for building relationships with Broker/Dealer and RIA partners, raising capital from those partners, and educating them on our various offerings.

Key Responsibilities:
  • Sell our offerings to family offices and UHNW individuals.
  • Establish and maintain relationships with family offices and UHNW individuals.
  • Raise capital amount agreed upon annually with the Sales Manager.
  • Consistently work to build relationships with family offices and UHNW 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:
  • 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/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.
Physical Demands:

This job operates in a professional office environment with occasional travel. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. The employee frequently communicates with internal team members, investors, and vendors. This role must be able to remain in a stationary position 50% of the time. This role constantly operates a computer and other office productivity machinery such as a copy machine and printer and occasionally moves items up to 50 lbs. for various projects.

About Caliber Companies:

Caliber Companies 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.

We grow the wealth of good people to create a better world.

We create strategic investments that build generational wealth for our investors, communities, and team. We are an alternative asset manager with strategies in real estate and credit, differentiated by our vertically integrated business model.

Our Core Values: Authenticity & Transparency | Compassion & Service | Vision & Agility