Vice President of Wealth Management

1 week ago


Bryan, Texas, United States Caliber Companies Full time
Caliber Companies is Seeking a Vice President of Wealth Management

Caliber Companies, a prominent player in the financial services industry specializing in alternative asset management, is currently in search of a full-time Vice President of Wealth Management. This role is crucial for enhancing our market presence and requires candidates to be based in Texas.

As the Vice President of Wealth Management, you will represent Caliber, fostering essential relationships with Broker/Dealer and RIA partners to secure funding for our diverse investment offerings. Your primary objective will be to inform partners about the extensive range of products available through Caliber, contributing to our ambitious growth target.

Key Success Factors:

  • Meeting assigned capital acquisition goals.
  • Building robust internal and external relationships to strengthen the Caliber brand.
  • Documenting sales activities in the company CRM system.
  • Providing competitive analysis of market products.

To thrive in this position, you must deeply understand our offerings, cultivate strong relationships, and authentically represent the Caliber brand.

Main Responsibilities:

  • Advocate for Caliber's investment products to family offices and ultra-high-net-worth individuals.
  • Leverage existing connections with family offices and UHNW individuals.
  • Achieve the annual capital acquisition targets established by management.
  • Actively engage with family offices and UHNW individuals through calls and follow-ups.
  • Exhibit a comprehensive understanding of capital markets and the securities industry.
  • Stay informed about Caliber's strategies and competitor offerings.
  • Manage prospects throughout the sales process.
  • Facilitate attendance at meetings and events.
  • Supervise the activities of an inside sales team as necessary.
  • Address complex inquiries and resolve issues efficiently.
  • Keep updated on industry trends and competitor products.
  • Share insights on industry developments to inform strategic marketing initiatives.

Required Qualifications:

  • Proven experience as a licensed Financial Advisor, Investment Advisor, or Broker Dealer Representative.
  • Possession of FINRA Series 7 and 63 licenses.
  • At least 5 years of relevant industry experience with a strong professional network.
  • Expertise in selling private placements, 1031 exchanges, and Reg D offerings.
  • A demonstrated history of successful sales performance.
  • Willingness to travel as needed.
  • Must reside in Texas.

Essential Knowledge, Skills, and Abilities:

  • Excellent interpersonal skills to establish trust and build relationships.
  • Ability to provide outstanding customer service.
  • Collaborative approach to work effectively across various team levels.
  • Proficient in Microsoft Office and relevant business systems.
  • Strong independent problem-solving capabilities.
  • Adaptability to thrive in a fast-paced environment.
  • Exceptional communication skills.
  • Self-driven and capable of working autonomously.

Physical Requirements:

This position involves working in a professional office setting with occasional travel. Candidates should be comfortable using standard office equipment and capable of handling items weighing up to 50 lbs. while engaged in various projects.

About Caliber:

Caliber is dedicated to enhancing the wealth of individuals to create a positive impact in the world. Our focus lies in strategic investments in real estate and credit, aimed at building generational wealth for our investors, communities, and team members.

Core Values:

  • Authenticity & Transparency
  • Compassion & Service
  • Vision & Agility


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