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VP of Wealth Development - Family Office (TX)

Caliber The Wealth Development Company

Bryan, TX | Full Time

$98k-132k (estimate)

2 Months Ago

VP of Wealth Development - Family Office (TX)

$98k-132k (estimate)

Full Time 2 Months Ago

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Caliber The Wealth Development Company is Hiring a VP of Wealth Development - Family Office (TX) Near Bryan, TX

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 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.Success in the role will include 1. Meeting the capital raise targets assigned, 2. Establishing relationships internally and externally to grow the Caliber brand, 3. Capture sales information on contact information on a company CRM, 4. 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/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.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 & AgilityCaliber 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. #LI-HR