Caliber is seeking a full-time VP of Capital Markets to support our Mid and South Atlantic markets. Must reside in the assigned geographic territory. 

This position represents Caliber through building relationships with Broker/Dealer and RIA partners and raising capital from those partners for Calibers various offerings. This role will educate our partners on the different offerings available through Caliber and help to achieve the company growth towards its $5B target. 

You will be responsible for meeting the capital raise targets assigned, establishing relationships internally and externally to grow the Caliber brand, capturing sales information on contact information on a company CRM, and providing intelligence on competitive products in the market. To be successful you must learn the products, build relationships internally and externally, and represent the Caliber brand with integrity. 

Primary Responsibilities:

• Sell Caliber’s offerings to wealth managers.
• Raise a capital amount agreed upon annually with the Sales Manager during goal setting discussions for a specific territory.
• Work closely with internal partners to grow specified territory.
• Developing and maintaining new and existing relationships with third party distributors which include regional broker/dealers, independent financial planners, registered investment advisors, and banks.
• Providing management with daily reporting on all sales metrics, via Sales Force platform
• Consistently work to build relationships with advisors, and support parties 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.
• Work with internal partner to Exercise deliberate and thoughtful planning of scheduling, calendar management and multi-tasking of all outbound/inbound calls, projects, and campaigns.
• 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.
• Conducts the following programs to develop these relationships and promote Caliber products: group broker/dealer product and market training sessions, client seminars, broker/dealer conferences and annual meetings, relationship building with sales management at key firms.
• Responds to inquiries and resolves problems of a complex nature with key regional representatives and firms.
• Stays current 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 as an external wholesaler 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 the ability to travel overnight approximately 75% of time.
• Must reside within assigned geographic territory.

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.
• Strong problem-solving skills and ability to use best judgement to work through challenges.
• Ability to work in a fast-paced environment under deadline pressure.
• Ability to adapt to processes and deal with ambiguity.
• Clear, effective oral and written communication skills are required, must be careful listener and clear communicator.

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.

Who we are: 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.

Our Why: Caliber grows the wealth of good people to create a better world.

Our Vision: 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

Caliber is an equal opportunity employer. Caliber expressly prohibits any form of unlawful employment discrimination, unlawful employment harassment, and unlawful employment retaliation. Caliber is committed to a policy of providing equal employment opportunities (“EEO”) to all employees and applicants for employment without regard to race, color, ethnicity, national origin, age, sex, gender identity, sexual orientation, religion, disability, pregnancy status, veteran status, genetic information, or any other characteristic protected by law.

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