The Role
Provides territory management and administrative support to inside and outside sales teams. Responsibilities include handling client and associate inquiries, making outbound calls, researching requests, organizing materials, supporting marketing campaigns, entering data, leveraging fund analysis systems, and maintaining knowledge of investment products and industry developments.
Summary Generated by Built In
About CalamosCalamos 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.Summary of the RoleThe Regional Sales Associate provides territory management support to inside and outside sales personnel. This position completes research requests, assembles informational packages, performs data entry and assists the sales team with all campaigns and initiatives.Primary Responsibilities
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.
- Provides exceptional customer service when working with associates and clients. Handle inbound calls regarding product information, literature requests and general questions.
- Responsible for outbound calls as assigned by management.
- Responds to requests for information, gathers and organizes materials and completes requests in a timely manner.
- Assists with the implementation of sales force client marketing plans.
- Recommends ideas for process improvements in order to improve efficiency in the department.
- Utilizes our fund analysis and other systems as needed to strategically leverage our client offerings.
- Maintains current knowledge of Calamos products, investment management philosophy, industry events, and recent developments impacting clients.
- Performs related duties as assigned.
- Bachelor’s degree required in business or other related discipline.
- Series 7 and 63 licenses required or willingness to obtain within a reasonable timeframe.
- An excellent understanding of investment products is preferred.
- Must have a professional approach towards the job/career and demonstrate sales drive and focus.
- Must have outstanding written and verbal communication skills.
- Must be able to work well individually and in a team environment with the ability to learn new tasks quickly.
- PC Skills in Microsoft Excel, Word and Outlook
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 in business or a related discipline
- Series 7 and Series 63 licenses, or willingness to obtain them within a reasonable timeframe
- Understanding of investment products
- Professional approach and demonstrated sales drive and focus
- Outstanding written and verbal communication skills
- Ability to work independently and in a team environment
- Ability to learn new tasks quickly
- PC skills using Microsoft Excel, Word, and Outlook
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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.
