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HomeCompaniesRecruiting2 Ultipro Com Cal1001cala 46b96419 Fba6 4dd0 A5fa 715bdfcf845bVP Wealth Consultant

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

FieldValue
CompanyRecruiting2 Ultipro Com Cal1001cala 46b96419 Fba6 4dd0 A5fa 715bdfcf845b
TitleVP Wealth Consultant
Normalized title-
Department / teamWealth Management
LocationSan Francisco, CA, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerUKG Pro Recruiting / Ultimate
Posted / first seen2026-01-14 / 2026-05-31
Changed / last seen2026-05-31 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Recruiting2 Ultipro Com Cal1001cala 46b96419 Fba6 4dd0 A5fa 715bdfcf845b.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through UKG Pro Recruiting / Ultimate.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in San Francisco.Open
Department jobsActive postings in Wealth Management.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyRecruiting2 Ultipro Com Cal1001cala 46b96419 Fba6 4dd0 A5fa 715bdfcf845b
Source7d28dffd-2407-494c-a6fe-bb194947cc53
ATS providerUKG 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 ID26c2e51e1c5086af3c31c0f99eb0d7b35f71dd4e
Org IDbc57555e-cb26-4c45-bd91-0fc0538c8917
Source ID7d28dffd-2407-494c-a6fe-bb194947cc53
Board ID7d28dffd-2407-494c-a6fe-bb194947cc53
Providerukg
Provider Job Key4aa421f7-fcde-4675-984d-964611b30f3c
TitleVP Wealth Consultant
Normalized Title
Statusactive
Activeyes
Location TextCalifornia-San Francisco, San Francisco, CA, United States
DepartmentWealth Management
Team
Employment Typefull_time
Workplace Type
Remote Policy
CountryUnited States
RegionCA
CitySan Francisco
Salary RawThe 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 URLhttps://recruiting2.ultipro.com/CAL1001CALA/JobBoard/46b96419-fba6-4dd0-a5fa-715bdfcf845b/OpportunityDetail?opportunityId=4aa421f7-fcde-4675-984d-964611b30f3c
Apply URLhttps://recruiting2.ultipro.com/CAL1001CALA/JobBoard/46b96419-fba6-4dd0-a5fa-715bdfcf845b/OpportunityDetail?opportunityId=4aa421f7-fcde-4675-984d-964611b30f3c
First Seen At2026-05-31 17:52:19Z
Last Seen At2026-06-06 10:06:56Z
Last Checked At2026-06-06 10:06:56Z
Last Changed At2026-05-31 17:52:19Z
Inactive At
Source Posted At2026-01-14 19:40:48Z
Source Updated At
Raw Payload Uris3://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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  "source_hash": "882078ec41eadaa639a5117693d6d0b64098d1dc30803155eec0cbf18a8fb7ee",
  "last_changed_at": "2026-05-31T17:52:19.889Z",
  "active_status": "active"
}
Parsed Structured
{
  "language": "en",
  "location": {
    "raw": "California-San Francisco, San Francisco, CA, United States",
    "city": "San Francisco",
    "region": "CA",
    "country": "United States",
    "is_remote": false,
    "confidence": 0.8
  },
  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-06T10:06:56.055Z",
  "launch_scope": {
    "reason": "english_us_canada",
    "included": true,
    "language": "en",
    "location": {
      "raw": "California-San Francisco, San Francisco, CA, United States",
      "city": "San Francisco",
      "region": "CA",
      "country": "United States",
      "is_remote": false,
      "confidence": 0.8
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": null,
  "salary_period": null,
  "workplace_type": null,
  "salary_currency": null
}
Extensions
{}
Native Structured
{
  "Id": "4aa421f7-fcde-4675-984d-964611b30f3c",
  "Title": "VP Wealth Consultant",
  "Distance": null,
  "Featured": false,
  "FullTime": true,
  "Locations": [
    {
      "Id": "ff1fa74d-dc9d-5625-9217-0b77b989b4ab",
      "Address": {
        "City": "San Francisco",
        "Line1": "555 California St",
        "Line2": "# 3325",
        "State": {
          "Code": "CA",
          "Name": "California"
        },
        "Country": {
          "Code": "USA",
          "Name": "United States"
        },
        "PostalCode": "94104"
      },
      "Coordinates": {
        "Latitude": 37.792262005523,
        "Longitude": -122.403486036883
      },
      "DisplayName": false,
      "LocalizedName": null,
      "SourceOfTruth": 1,
      "DisplayAddress": true,
      "DisplayLocationId": false,
      "DisplayDescription": true,
      "LocalizedLocationId": null,
      "DisplayStreetAddress": false,
      "LocalizedDescription": "California-San Francisco"
    }
  ],
  "MatchScore": 1,
  "PostedDate": "2026-01-14T19:40:48.399Z",
  "JobCategoryName": "Wealth Management",
  "JobLocationType": 1,
  "OpportunityType": 0,
  "BriefDescription": "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.",
  "MatchedLocations": [],
  "RequisitionNumber": "VPWEA001556"
}
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GET https://api.bluedoor.sh/job-postings/v1/orgs/bc57555e-cb26-4c45-bd91-0fc0538c8917JSON
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