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Investment Markets Specialist/Client Growth Manager

2 months ago

Scottsdale, Arizona, United States Caliber The Wealth Development Company Full time
Job Opportunity

About the Role:

Caliber The Wealth Development Company is seeking a highly motivated and results-driven Capital Markets Professional/Internal Wholesaler to join our team. As a key member of our organization, you will play a critical role in driving business growth and development in the financial markets.

Key Responsibilities:
  • Business Development: Partner with our Vice President of Capital Markets to identify and pursue new business opportunities, build relationships with key stakeholders, and drive revenue growth.
  • Client Engagement: Develop and maintain strong relationships with clients, providing exceptional service and support to meet their investment needs.
  • Market Analysis: Conduct thorough market research and analysis to identify trends and opportunities, and provide insights to inform business decisions.
  • Team Collaboration: Work closely with our internal teams to ensure seamless communication and coordination, and to drive business results.
  • Professional Development: Stay up-to-date with industry trends and developments, and participate in ongoing training and professional development to enhance your skills and knowledge.
Requirements:
  • Education and Experience: Bachelor's degree in a related field, and a minimum of 2 years of experience in a related role.
  • Skills and Qualifications: Strong business acumen, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
  • Licenses and Certifications: Series 7 and 63 licenses required.
What We Offer:
  • Competitive Compensation: A competitive salary and bonus structure.
  • Opportunities for Growth: A dynamic and supportive work environment that offers opportunities for professional growth and development.
  • Collaborative Culture: A collaborative and inclusive culture that values diversity and teamwork.