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VP Wealth Consultant
Recruiting2 Ultipro Com Cal1001cala 46b96419 Fba6 4dd0 A5fa 715bdfcf845b · California-San Francisco, San Francisco, CA, United States · Active · UKG Pro Recruiting / Ultimate
Job facts
| Field | Value |
|---|---|
| Company | Recruiting2 Ultipro Com Cal1001cala 46b96419 Fba6 4dd0 A5fa 715bdfcf845b |
| Title | VP Wealth Consultant |
| Normalized title | - |
| Department / team | Wealth Management |
| Location | San Francisco, CA, United States |
| Work model | - |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | UKG Pro Recruiting / Ultimate |
| Posted / first seen | 2026-01-14 / 2026-05-31 |
| Changed / last seen | 2026-05-31 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Recruiting2 Ultipro Com Cal1001cala 46b96419 Fba6 4dd0 A5fa 715bdfcf845b. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through UKG Pro Recruiting / Ultimate. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in San Francisco. | Open |
| Department jobs | Active postings in Wealth Management. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Recruiting2 Ultipro Com Cal1001cala 46b96419 Fba6 4dd0 A5fa 715bdfcf845b |
| Source | 7d28dffd-2407-494c-a6fe-bb194947cc53 |
| ATS provider | UKG Pro Recruiting / Ultimate |
Description
The Wealth Consultant drives business development for Calamos Wealth Management by cultivating strategic relationships with custodial partners and converting referrals into new clients. This role focuses on generating revenue growth through custodial referral programs, particularly Fidelity, while building relationships with referral partners, prospects, and internal Wealth Advisors. The position requires coordinating branch meetings, managing the prospect conversion process, and partnering with investment professionals and onboarding teams to ensure seamless client experiences from initial referral through conversion. The ideal candidate is highly energetic, business development-focused, an exceptional listener, growth-oriented, and possesses a strong collaborative mindset.
Full job record
| Job ID | 26c2e51e1c5086af3c31c0f99eb0d7b35f71dd4e |
| Org ID | bc57555e-cb26-4c45-bd91-0fc0538c8917 |
| Source ID | 7d28dffd-2407-494c-a6fe-bb194947cc53 |
| Board ID | 7d28dffd-2407-494c-a6fe-bb194947cc53 |
| Provider | ukg |
| Provider Job Key | 4aa421f7-fcde-4675-984d-964611b30f3c |
| Title | VP Wealth Consultant |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | California-San Francisco, San Francisco, CA, United States |
| Department | Wealth Management |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | CA |
| City | San Francisco |
| Salary Raw | The Wealth Consultant drives business development for Calamos Wealth Management by cultivating strategic relationships with custodial partners and converting referrals into new clients. This role focuses on generating revenue growth through custodial referral programs, particularly Fidelity, while building relationships with referral partners, prospects, and internal Wealth Advisors. The position requires coordinating branch meetings, managing the prospect conversion process, and partnering with investment professionals and onboarding teams to ensure seamless client experiences from initial referral through conversion. The ideal candidate is highly energetic, business development-focused, an exceptional listener, growth-oriented, and possesses a strong collaborative mindset. |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://recruiting2.ultipro.com/CAL1001CALA/JobBoard/46b96419-fba6-4dd0-a5fa-715bdfcf845b/OpportunityDetail?opportunityId=4aa421f7-fcde-4675-984d-964611b30f3c |
| Apply URL | https://recruiting2.ultipro.com/CAL1001CALA/JobBoard/46b96419-fba6-4dd0-a5fa-715bdfcf845b/OpportunityDetail?opportunityId=4aa421f7-fcde-4675-984d-964611b30f3c |
| First Seen At | 2026-05-31 17:52:19Z |
| Last Seen At | 2026-06-06 10:06:56Z |
| Last Checked At | 2026-06-06 10:06:56Z |
| Last Changed At | 2026-05-31 17:52:19Z |
| Inactive At | — |
| Source Posted At | 2026-01-14 19:40:48Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=ukg/board=recruiting2.ultipro.com|cal1001cala|46b96419-fba6-4dd0-a5fa-715bdfcf845b/date=2026-06-06/2026-06-06T10-06-55-230Z-f6b1d1c805047904f447cbb8768caeaa4270aad5fd228c5af73d7a1a1fecd682.json |
Event Fields
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