The Role
Sell and wholesale mutual fund and SMA products across a region to acquire and retain assets. Develop annual business plans, conduct regional meetings and presentations, collaborate with internal wholesalers, maintain CRM (Pivotal) activity data, provide product expertise, and report regional sales progress. Frequent travel and paperwork (expenses, updates) required.
Summary Generated by Built In
Summary of the RoleThe AVP, Investment Consultant is responsible for managing all retail sales activities within the designated region. This position promotes and wholesales Calamos mutual fund and SMA products in order to acquire and retain assets. The AVP also develops annual business plans and strategies to maximize and retain sales in the region.Primary Responsibilities
Compensation DisclosureThe compensation for this role takes into account various factors, including work location, individual skill set, relevant experience, and other business needs. The estimated base salary range for this position is $100,000 - $130,000. Additionally, this position is eligible for an annual discretionary bonus and this position may be eligible for quarterly discretionary bonus payments. Please note that this is the current estimate of the base salary range intended for this role at the time of posting. The base salary range may be adjusted in the future.BenefitsCalamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long-term disability), as well as retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other wellness benefits.Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
- Manages all retail sales activities within the region and strives to meet or exceed all sales objectives.
- Travels throughout the region and conducts meetings in order to present information about Calamos’ products and encourage new business.
- Positions and differentiates Calamos against competitor firms by explaining Calamos’ commitment to value-added performance and exceptional client service.
- Creates annual business plans and strategies to maximize and retain sales in the region.
- Works in conjunction with an internal wholesaler to identify and pursue leads generated from referrals, ad campaigns and region canvassing.
- Participates in scheduled office visits, seminars, conference calls and other meetings and provides a high level of product expertise.
- Enters activity data into the Pivotal database on a regular basis and updates other information in Pivotal as appropriate.
- Prepares and presents a weekly regional update to the Divisional Director on the status of the region. Participates in other sales update meetings as appropriate.
- Maintains an extensive knowledge of the firm and industry including all products and trends in the industry; researches and reads various industry articles.
- Attends company, industry and other related events as directed.
- Completes travel and expense reports and other necessary paperwork on a weekly basis.
- Handles related duties as assigned.
- Bachelor’s degree required.
- 8+ years experience in the financial services industry required. Four or more years of intermediary sales/external wholesaling experience.
- Series 7 and 63 licenses required. CFA or CIMA preferred.
- Must have a demonstrated track record of success in meeting sales objectives.
- Thorough knowledge of various intermediary channels and comprehensive product and industry knowledge required.
- Must be able to work independently and to communicate clearly and concisely.
- Extensive travel required within the region.
- PC skills in Microsoft Excel, Word, PowerPoint and sales database applications.
Compensation DisclosureThe compensation for this role takes into account various factors, including work location, individual skill set, relevant experience, and other business needs. The estimated base salary range for this position is $100,000 - $130,000. Additionally, this position is eligible for an annual discretionary bonus and this position may be eligible for quarterly discretionary bonus payments. Please note that this is the current estimate of the base salary range intended for this role at the time of posting. The base salary range may be adjusted in the future.BenefitsCalamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long-term disability), as well as retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other wellness benefits.Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree
- 8+ years experience in the financial services industry
- Four or more years of intermediary sales/external wholesaling experience
- Series 7 license
- Series 63 license
- Demonstrated track record of meeting sales objectives
- Thorough knowledge of intermediary channels, products, and industry trends
- Ability to work independently and communicate clearly and concisely
- Extensive travel within the region
- PC skills: Microsoft Excel, Word, PowerPoint and sales database applications (Pivotal)
- CFA or CIMA
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The Company
What We Do
Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios, mutual funds, ETFs, closed-end funds, private funds, and UCITS funds. Clients include major corporations, pension funds, endowments, foundations, and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area (with offices in both Naperville and Fulton Market in Chicago), the firm also maintains offices in New York, San Francisco, Milwaukee, Portland, and the Miami area.
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