Caliber The Wealth Development Company
Alternative Investment External Wholesaler
Caliber Cos Inc - Scottsdale, AZ - Full Time
Caliber is looking for an experienced and driven VP of Capital Markets to join our wholesale team! The ideal candidate will be based in a major metropolitan area within the Central or Eastern U.S. and have prior experience wholesaling alternative investments, particularly within the real estate sector.
This position represents Caliber through building relationships with Broker/Dealer and RIA partners and raising capital from those partners for Caliber’s various offerings. This role will educate our partners on the different offerings available through Caliber and help to achieve the company’s growth towards its $5B target.
Success in this role requires learning Caliber’s products, building and nurturing relationships and representing the Caliber brand with integrity.
Essential Functions for this Role:
Ideal Qualifications Include:
Physical Demands: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. The team member frequently communicates with internal team members, investors and vendors. Must be able to remain in a stationary position 50% of the time. Constantly operates a computer and other office productivity machinery such as a copy machine and printer. 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
What we offer: Caliber offers benefits and perks such as-
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.
#LI-Remote
This position represents Caliber through building relationships with Broker/Dealer and RIA partners and raising capital from those partners for Caliber’s various offerings. This role will educate our partners on the different offerings available through Caliber and help to achieve the company’s growth towards its $5B target.
Success in this role requires learning Caliber’s products, building and nurturing relationships and representing the Caliber brand with integrity.
Essential Functions for this Role:
- Sell Caliber’s offerings to wealth managers.
- Raise a capital amount agreed upon annually with the Head of National Accounts during goal setting discussions for a specific territory.
- Work closely with internal partner 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 HubSpot 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 of 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
- 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 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.
Ideal Qualifications Include:
- Proven 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 ability to travel overnight approximately 80% of time
- Must reside within assigned geographic territory
- Exceptional interpersonal skills and ability to generate 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 with minimal direction
- Ability to thrive in a fast-paced, constantly changing environment
- Strong oral and written communication skills including but not limited to group presentations demonstrating financial sales skills
Physical Demands: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. The team member frequently communicates with internal team members, investors and vendors. Must be able to remain in a stationary position 50% of the time. Constantly operates a computer and other office productivity machinery such as a copy machine and printer. 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
What we offer: Caliber offers benefits and perks such as-
- Flexible Paid Time Off
- Volunteer Paid Time Off
- 11 Paid Holidays
- 401(k)
- Company Bonus Program
- Pet Discount Program
- Medical Insurance – Company pays employee monthly premium
- Vision Insurance
- Dental Insurance
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Company paid life insurance
- Company paid Short Term Disability
- Additional voluntary life insurance options
- Long Term Disability options
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.
#LI-Remote
