VP, Capital Markets
- 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 .
- 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
- 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
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